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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

57 hedge funds and large institutions have $77M invested in BlackRock Floating Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
$8.68M
2
Ameriprise
Ameriprise
Minnesota
$10.9M
3
GRP
Global Retirement Partners
California
$1.32M
4
KAS
Kestra Advisory Services
Texas
$729K
5
GC
Guggenheim Capital
Illinois
$8.08M

Top Sellers

1
DIA
Dean Investment Associates
Ohio
$0
2
Invesco
Invesco
Georgia
$3.95M
3
AAM
Advisors Asset Management
Colorado
$4.79M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$2M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$10.9M +$1.12M +87,395 +11%
CWM
2
CIBC World Markets
New York
$8.68M +$8.68M +897,419 New
GC
3
Guggenheim Capital
Illinois
$8.08M +$587K +46,040 +8%
Morgan Stanley
4
Morgan Stanley
New York
$7.58M +$204K +15,955 +3%
UBS Group
5
UBS Group
Switzerland
$5.56M -$169K -13,254 -3%
AAM
6
Advisors Asset Management
Colorado
$4.79M -$606K -47,479 -11%
Invesco
7
Invesco
Georgia
$3.95M -$778K -60,961 -16%
LPL Financial
8
LPL Financial
California
$3.76M +$528K +41,408 +16%
GL
9
Graypoint LLC
New York
$2.35M +$64.7K +5,073 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2M -$200K -15,669 -9%
IGWM
11
ICA Group Wealth Management
Colorado
$1.57M +$2.62K +205 +0.2%
Cohen & Steers
12
Cohen & Steers
New York
$1.38M – – –
GRP
13
Global Retirement Partners
California
$1.32M +$815K +63,881 +162%
WW
14
Waterfront Wealth
Kansas
$1.31M -$15.1K -1,187 -1%
Bank of America
15
Bank of America
North Carolina
$1.24M -$25.9K -2,030 -2%
MWM
16
Melfa Wealth Management
Massachusetts
$1.24M -$44.5K -3,485 -3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.2M +$11.3K +886 +0.9%
Wells Fargo
18
Wells Fargo
California
$797K +$33.1K +2,593 +4%
KAS
19
Kestra Advisory Services
Texas
$729K +$729K +57,159 New
VEA
20
Virtus ETF Advisers
New York
$701K +$184K +14,422 +36%
PMG
21
ProVise Management Group
Florida
$651K -$3.83K -300 -0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$623K -$163K -12,774 -21%
WWM
23
Wagner Wealth Management
South Carolina
$508K +$4.86K +381 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$507K -$18.2K -1,428 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$461K +$113K +8,901 +33%
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