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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

59 hedge funds and large institutions have $76.4M invested in BlackRock Floating Rate Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$1.08M
2
AWM
AE Wealth Management
Kansas
$2.94M
3
WWM
Wagner Wealth Management
South Carolina
$5.24M
4
AAM
Advisors Asset Management
Colorado
$3.1M
5
LPL Financial
LPL Financial
California
$858K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.94M
2
SFS
Shaker Financial Services
Virginia
$0
3
LSC
Logan Stone Capital
Illinois
$0
4
GC
Guggenheim Capital
Illinois
$6.32M
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.94M -$2M -171,773 -20%
GC
2
Guggenheim Capital
Illinois
$6.32M -$504K -43,202 -7%
Ameriprise
3
Ameriprise
Minnesota
$5.91M +$99.3K +8,514 +2%
Invesco
4
Invesco
Georgia
$5.43M +$139K +11,952 +3%
WWM
5
Wagner Wealth Management
South Carolina
$5.24M +$626K +53,716 +14%
1CP
6
1607 Capital Partners
Virginia
$4.66M +$100K +8,611 +2%
UBS Group
7
UBS Group
Switzerland
$3.99M -$186K -15,961 -4%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$3.66M +$3.66M +312,128 New
AAM
9
Advisors Asset Management
Colorado
$3.1M +$533K +45,712 +21%
COLIM
10
City of London Investment Management
United Kingdom
$3.01M – – –
AWM
11
AE Wealth Management
Kansas
$2.94M +$1.03M +88,261 +54%
DIA
12
Dean Investment Associates
Ohio
$2.27M – – –
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.72M +$66.1K +5,668 +4%
Bank of America
14
Bank of America
North Carolina
$1.45M -$197K -16,867 -12%
CBA
15
Coastal Bridge Advisors
Connecticut
$1.31M -$101K -8,682 -7%
MWM
16
Melfa Wealth Management
Massachusetts
$1.27M -$149K -12,770 -11%
Cohen & Steers
17
Cohen & Steers
New York
$1.27M -$216K -18,562 -15%
IGWM
18
ICA Group Wealth Management
Colorado
$1.24M +$2.24K +192 +0.2%
RVPG
19
Relative Value Partners Group
$1.22M -$90.2K -7,735 -7%
WW
20
Waterfront Wealth
Kansas
$1.17M +$131K +11,151 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.08M +$1.08M +92,198 New
LPL Financial
22
LPL Financial
California
$858K +$316K +27,127 +58%
AA
23
AQR Arbitrage
Connecticut
$818K +$218K +18,661 +36%
Wells Fargo
24
Wells Fargo
California
$721K +$43.2K +3,705 +6%
PMG
25
ProVise Management Group
Florida
$641K -$45.5K -3,900 -7%
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