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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

62 hedge funds and large institutions have $74.3M invested in BlackRock Floating Rate Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GL
Graypoint LLC
New York
$2M
2
LPL Financial
LPL Financial
California
$2.3M
3
WWM
Wagner Wealth Management
South Carolina
$6.01M
4
Osaic Holdings
Osaic Holdings
Arizona
$1.13M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$2.23M

Top Sellers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$342K
2
AWM
AE Wealth Management
Kansas
$0
3
Morgan Stanley
Morgan Stanley
New York
$6.09M
4
AA
AQR Arbitrage
Connecticut
$0
5
1CP
1607 Capital Partners
Virginia
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.96M +$431K +35,763 +7%
Ameriprise
2
Ameriprise
Minnesota
$6.66M +$233K +18,393 +4%
Morgan Stanley
3
Morgan Stanley
New York
$6.09M -$2.12M -175,976 -26%
WWM
4
Wagner Wealth Management
South Carolina
$6.01M +$581K +48,160 +11%
Invesco
5
Invesco
Georgia
$5.44M -$177K -14,714 -3%
UBS Group
6
UBS Group
Switzerland
$4.53M +$405K +33,604 +10%
1CP
7
1607 Capital Partners
Virginia
$4.14M -$680K -56,400 -14%
AAM
8
Advisors Asset Management
Colorado
$3.65M +$439K +36,363 +14%
COLIM
9
City of London Investment Management
United Kingdom
$2.91M -$184K -15,275 -6%
DIA
10
Dean Investment Associates
Ohio
$2.35M – – –
LPL Financial
11
LPL Financial
California
$2.3M +$1.42M +117,405 +160%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.23M +$452K +37,480 +25%
GL
13
Graypoint LLC
New York
$2M +$2M +165,835 New
MML Investors Services
14
MML Investors Services
Massachusetts
$1.46M +$351K +29,083 +32%
Bank of America
15
Bank of America
North Carolina
$1.38M -$118K -9,786 -8%
Cohen & Steers
16
Cohen & Steers
New York
$1.31M – – –
IGWM
17
ICA Group Wealth Management
Colorado
$1.26M -$18.9K -1,568 -1%
CBA
18
Coastal Bridge Advisors
Connecticut
$1.21M -$151K -12,480 -11%
MWM
19
Melfa Wealth Management
Massachusetts
$1.2M -$109K -9,071 -8%
WW
20
Waterfront Wealth
Kansas
$1.17M -$41K -3,389 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.13M +$486K +40,329 +75%
Wells Fargo
22
Wells Fargo
California
$834K +$88.4K +7,331 +12%
PMG
23
ProVise Management Group
Florida
$651K -$12.1K -1,000 -2%
CA
24
Cornerstone Advisory
Maryland
$603K – – –
RVPG
25
Relative Value Partners Group
$593K -$666K -55,200 -53%
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