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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$36.5K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$35.8K – – –
AUB
53
Atlantic Union Bankshares
Virginia
$25.5K +$26.2K +2,100 New
CA
54
CoreCap Advisors
Michigan
$24.3K -$18.7K -1,500 -43%
SPIA
55
Steward Partners Investment Advisory
New York
$21.9K +$7.06K +567 +46%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$19.4K – – –
CAM
57
Creekmur Asset Management
Illinois
$18.5K – – –
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$14.3K +$14.7K +1,177 New
AAP
59
Arax Advisory Partners
Colorado
$13.7K +$14.1K +1,129 New
DAM
60
Delta Asset Management
Tennessee
$12.2K – – –
HWP
61
Highline Wealth Partners
California
$12.2K +$12.5K +1,000 New
Comerica Bank
62
Comerica Bank
Texas
$9.62K – – –
TIM
63
Tortoise Investment Management
New York
$1.22K – – –
GEA
64
Glen Eagle Advisors
New Jersey
$1.22K +$1.25K +100 New
JP Morgan Chase
65
JP Morgan Chase
New York
$387 – – –
HNB
66
Huntington National Bank
Ohio
$12 – – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
– -$2.01M -160,791 Closed
AFP
68
Ausdal Financial Partners
Iowa
– -$150K -12,000 Closed
Millennium Management
69
Millennium Management
New York
– -$146K -11,686 Closed
Jane Street
70
Jane Street
New York
– -$138K -11,039 Closed
WW
71
Waterfront Wealth
Kansas
– -$134K -10,688 Closed
EC
72
Elequin Capital
New York
– -$59.9K -4,781 Closed
RFA
73
Reyes Financial Architecture
California
– -$57.9K -4,625 Closed
S
74
SignatureFD
Georgia
– -$24.3K -1,940 Closed
MAWAG
75
Mid-American Wealth Advisory Group
Missouri
– -$5.41K -432 Closed
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.