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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

62 hedge funds and large institutions have $79.4M invested in BlackRock Floating Rate Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$4.19M
2
GC
Guggenheim Capital
Illinois
+$2.55M
3
LPL Financial
LPL Financial
California
+$1.65M
4
VCM
Virtue Capital Management
Tennessee
+$1.25M
5
VIA
Virtus Investment Advisers
Connecticut
+$997K

Top Sellers

1
PCM
Penserra Capital Management
California
-$8.83M
2
VEA
Virtus ETF Advisers
New York
-$743K
3
CFC
Client First Capital
California
-$218K
4
XT
XTX Topco
Cayman Islands
-$145K
5
MWM
Melfa Wealth Management
Massachusetts
-$92.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$334K +$6.21K +500 +2%
SCA
27
Snowden Capital Advisors
New York
$321K -$22.3K -1,792 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$298K +$38.3K +3,089 +15%
MA
29
MONECO Advisors
Connecticut
$287K – – –
LSIA
30
LaSalle St. Investment Advisors
Illinois
$284K -$3.8K -306 -1%
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$279K – – –
PAG
32
Private Advisor Group
New Jersey
$253K +$99.6K +8,018 +65%
IWM
33
Iams Wealth Management
Nebraska
$248K – – –
CWM
34
Centric Wealth Management
Illinois
$247K +$247K +19,859 New
HKAM
35
Horizon Kinetics Asset Management
New York
$246K – – –
SDAM
36
Shulman DeMeo Asset Management
New York
$220K – – –
RWM
37
Reston Wealth Management
Virginia
$207K +$5.83K +469 +3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$201K – – –
AWS
39
Atria Wealth Solutions
New York
$187K +$2.32K +187 +1%
SG
40
StoneX Group
New York
$182K – – –
SFS
41
Sowell Financial Services
Arkansas
$178K +$178K +14,319 New
SI
42
Stephens Inc
Arkansas
$177K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$159K +$21.5K +1,735 +16%
RT
44
Rockland Trust
Massachusetts
$140K -$2.2K -177 -2%
GWM
45
Geneos Wealth Management
Colorado
$139K +$77K +6,198 +124%
EAM
46
Everstar Asset Management
North Carolina
$137K – – –
CCWM
47
Cassaday & Co Wealth Management
Virginia
$136K +$136K +10,941 New
WW
48
Waterfront Wealth
Kansas
$132K +$186 +15 +0.1%
WS
49
Wedbush Securities
California
$130K – – –
CSP
50
Cary Street Partners
Virginia
$124K – – –
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