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BlackRock Floating Rate Income Trust

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: 6262 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$43.8K +$42.6K +3,500 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$37.6K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$36.9K
S
54
SignatureFD
Georgia
$24.3K
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$20K
CAM
56
Creekmur Asset Management
Illinois
$19K
SPIA
57
Steward Partners Investment Advisory
New York
$15.4K +$15K +1,233 New
DAM
58
Delta Asset Management
Tennessee
$12.5K
Comerica Bank
59
Comerica Bank
Texas
$9.92K
MAWAG
60
Mid-American Wealth Advisory Group
Missouri
$5.41K +$5.25K +432 New
TIM
61
Tortoise Investment Management
New York
$1.25K
JP Morgan Chase
62
JP Morgan Chase
New York
$398 -$9.45K -777 -96%
HNB
63
Huntington National Bank
Ohio
$13
VCM
64
Virtue Capital Management
Tennessee
-$1.25M -100,388 Closed
RWM
65
Reston Wealth Management
Virginia
-$207K -16,686 Closed
AWS
66
Atria Wealth Solutions
New York
-$187K -15,024 Closed
SG
67
StoneX Group
New York
-$182K -14,631 Closed
EAM
68
Everstar Asset Management
North Carolina
-$137K -11,050 Closed
CCWM
69
Cassaday & Co Wealth Management
Virginia
-$136K -10,941 Closed
WS
70
Wedbush Securities
California
-$130K -10,485 Closed
CFB
71
Cullen/Frost Bankers
Texas
-$38.9K -3,129 Closed
CI
72
CX Institutional
Indiana
-$9K -700 Closed
NS
73
NBC Securities
Alabama
-$3K -250 Closed

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.