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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

58 hedge funds and large institutions have $68.3M invested in BlackRock Floating Rate Income Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.26M
2
GC
Guggenheim Capital
Illinois
+$601K
3
GRP
Global Retirement Partners
California
+$513K
4
UBS Group
UBS Group
Switzerland
+$438K
5
LPL Financial
LPL Financial
California
+$349K

Top Sellers

1
WWM
Wagner Wealth Management
South Carolina
-$7M
2
Morgan Stanley
Morgan Stanley
New York
-$6.75M
3
COLIM
City of London Investment Management
United Kingdom
-$1.17M
4
1CP
1607 Capital Partners
Virginia
-$1.07M
5
Invesco
Invesco
Georgia
-$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$9.38M +$1.26M +103,658 +16%
GC
2
Guggenheim Capital
Illinois
$7.62M +$601K +46,318 +9%
Morgan Stanley
3
Morgan Stanley
New York
$7.5M -$6.75M -519,882 -47%
UBS Group
4
UBS Group
Switzerland
$5.83M +$438K +33,724 +8%
AAM
5
Advisors Asset Management
Colorado
$5.49M +$332K +25,614 +6%
Invesco
6
Invesco
Georgia
$4.81M -$963K -74,224 -17%
LPL Financial
7
LPL Financial
California
$3.29M +$349K +26,901 +12%
GL
8
Graypoint LLC
New York
$2.33M +$65K +5,010 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.23M -$264K -20,351 -11%
DIA
10
Dean Investment Associates
Ohio
$1.82M -$708K -54,517 -28%
IGWM
11
ICA Group Wealth Management
Colorado
$1.6M +$65.7K +5,060 +4%
Cohen & Steers
12
Cohen & Steers
New York
$1.41M – – –
WW
13
Waterfront Wealth
Kansas
$1.35M +$150K +11,563 +13%
MWM
14
Melfa Wealth Management
Massachusetts
$1.3M +$4.54K +350 +0.3%
Bank of America
15
Bank of America
North Carolina
$1.29M -$95.3K -7,339 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.21M +$7.83K +603 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$799K +$519 +40 +0.1%
Wells Fargo
18
Wells Fargo
California
$777K +$90.5K +6,971 +13%
PMG
19
ProVise Management Group
Florida
$666K -$22.1K -1,700 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$534K +$12.7K +980 +2%
VEA
21
Virtus ETF Advisers
New York
$526K +$113K +8,730 +27%
GRP
22
Global Retirement Partners
California
$513K +$513K +39,495 New
WWM
23
Wagner Wealth Management
South Carolina
$511K -$7M -538,937 -93%
PA
24
Pinnacle Associates
New York
$448K +$143 +11 +0%
SCA
25
Snowden Capital Advisors
New York
$375K +$40.6K +3,130 +12%
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