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BlackRock Floating Rate Income Trust
BGT

62 hedge funds and large institutions have $78M invested in BlackRock Floating Rate Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 62 → 62 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.5% less ownership

Funds ownership: 28.42% → 27.92% (-0.5%)

2% less capital invested

Capital invested by funds: $79.4M → $78M (-$1.43M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.27M
2
LPL Financial
LPL Financial
California
+$564K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$488K
4
UBS Group
UBS Group
Switzerland
+$478K
5
Bank of America
Bank of America
North Carolina
+$265K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.25M
2
VCM
Virtue Capital Management
Tennessee
-$1.25M
3
AAM
Advisors Asset Management
Colorado
-$585K
4
EFG
Ethos Financial Group
Pennsylvania
-$311K
5
Raymond James Financial
Raymond James Financial
Florida
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$291K -$9.53K -784 -3%
MA
27
MONECO Advisors
Connecticut
$291K +$1.01K +83 +0.4%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$282K – – –
LSIA
29
LaSalle St. Investment Advisors
Illinois
$259K -$26.1K -2,146 -9%
PAG
30
Private Advisor Group
New Jersey
$255K +$219 +18 +0.1%
IWM
31
Iams Wealth Management
Nebraska
$250K – – –
CWM
32
Centric Wealth Management
Illinois
$248K – – –
HKAM
33
Horizon Kinetics Asset Management
New York
$248K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$232K +$225K +18,532 New
CSP
35
Cary Street Partners
Virginia
$230K +$102K +8,349 +83%
SDAM
36
Shulman DeMeo Asset Management
New York
$222K -$413 -34 -0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$215K +$12.3K +1,009 +6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$188K -$213K -17,511 -54%
SI
39
Stephens Inc
Arkansas
$179K – – –
SFS
40
Sowell Financial Services
Arkansas
$171K -$7.79K -641 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$170K +$9.61K +790 +6%
AFP
42
Ausdal Financial Partners
Iowa
$150K +$146K +12,000 New
Millennium Management
43
Millennium Management
New York
$146K -$290K -23,846 -67%
Jane Street
44
Jane Street
New York
$138K +$134K +11,039 New
RT
45
Rockland Trust
Massachusetts
$137K -$3.9K -321 -3%
WW
46
Waterfront Wealth
Kansas
$134K +$426 +35 +0.3%
EC
47
Elequin Capital
New York
$59.9K +$58.1K +4,781 New
RFA
48
Reyes Financial Architecture
California
$57.9K +$56.2K +4,625 New
TCOT
49
Trust Company of Toledo
Ohio
$49.1K +$47.7K +3,920 New
GWM
50
Geneos Wealth Management
Colorado
$47.6K -$90K -7,398 -66%
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BGT Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q2 2025, worth a combined $78M — down 1.8% from $79.4M a quarter earlier.

Fund positioning in BGT was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 18 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.27M. The largest seller was Ameriprise, cutting an estimated $3.25M.

  • 62 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $78M of BlackRock Floating Rate Income Trust stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Floating Rate Income Trust positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q2 2025 was Guggenheim Capital, an estimated $2.27M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q2 2025 was Ameriprise, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.