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BlackRock Floating Rate Income Trust
BGT

65 hedge funds and large institutions have $98.1M invested in BlackRock Floating Rate Income Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $78M → $98.1M (+$20.1M)

9.69% more ownership

Funds ownership: 27.92% → 37.61% (+9.7%)

5% more funds holding

Funds holding: 62 → 65 (+3)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
24
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
+$11.7M
2
PCM
Penserra Capital Management
California
+$9.29M
3
IA
Integrity Alliance
Iowa
+$4.39M
4
GP
Gridiron Partners
Pennsylvania
+$1.57M
5
GC
Guggenheim Capital
Illinois
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.01M
2
UBS Group
UBS Group
Switzerland
-$327K
3
Morgan Stanley
Morgan Stanley
New York
-$156K
4
AFP
Ausdal Financial Partners
Iowa
-$150K
5
Millennium Management
Millennium Management
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
26
QTR Family Wealth
Florida
$328K +$336K +27,000 New
SCA
27
Snowden Capital Advisors
New York
$312K +$4.47K +359 +1%
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$293K +$6.67K +535 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$283K +$237 +19 +0.1%
MA
30
MONECO Advisors
Connecticut
$282K – – –
PAG
31
Private Advisor Group
New Jersey
$248K +$249 +20 +0.1%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$246K +$252K +20,259 New
IWM
33
Iams Wealth Management
Nebraska
$243K – – –
CWM
34
Centric Wealth Management
Illinois
$236K – – –
LSIA
35
LaSalle St. Investment Advisors
Illinois
$233K -$18.7K -1,500 -7%
CSP
36
Cary Street Partners
Virginia
$224K +$1.36K +109 +0.6%
SDAM
37
Shulman DeMeo Asset Management
New York
$215K -$536 -43 -0.2%
HAIM
38
Hunter Associates Investment Management
Pennsylvania
$213K -$62.3K -5,000 -22%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$203K +$20.5K +1,642 +11%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$189K +$24.6K +1,971 +15%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$185K -$24.9K -2,000 -12%
SFS
42
Sowell Financial Services
Arkansas
$171K +$4.55K +365 +3%
SI
43
Stephens Inc
Arkansas
$159K -$15K -1,200 -8%
HKAM
44
Horizon Kinetics Asset Management
New York
$154K -$88.5K -7,100 -36%
RT
45
Rockland Trust
Massachusetts
$133K – – –
DADC
46
D.A. Davidson & Co
Montana
$126K +$129K +10,388 New
GP
47
Gridiron Partners
Pennsylvania
$75.3K +$1.57M +125,780 New
NS
48
NBC Securities
Alabama
$72.9K +$74.8K +6,000 New
TCOT
49
Trust Company of Toledo
Ohio
$47.6K – – –
GWM
50
Geneos Wealth Management
Colorado
$46.1K – – –
1
2
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BGT Hedge Fund Activity: Q3 2025 in Review

65 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q3 2025, worth a combined $98.1M — up 26% from $78M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGT positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $11.7M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.01M sold.

  • 65 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $98.1M of BlackRock Floating Rate Income Trust stock for Q3 2025, up 26% quarter-over-quarter.
  • 14 funds opened new BlackRock Floating Rate Income Trust positions in Q3 2025 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q3 2025 was Donoghue Forlines, an estimated $11.7M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q3 2025 was Baird Financial Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2025.