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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

55 hedge funds and large institutions have $74.3M invested in BlackRock Floating Rate Income Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$8.28M
2
LPL Financial
LPL Financial
California
$5.28M
3
GC
Guggenheim Capital
Illinois
$9.16M
4
Morgan Stanley
Morgan Stanley
New York
$8.01M
5
Invesco
Invesco
Georgia
$4.16M

Top Sellers

1
CWM
CIBC World Markets
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$8.31M
3
GRP
Global Retirement Partners
California
$470K
4
WW
Waterfront Wealth
Kansas
$905K
5
Bank of America
Bank of America
North Carolina
$904K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.16M +$969K +74,900 +12%
Ameriprise
2
Ameriprise
Minnesota
$8.31M -$2.77M -213,855 -25%
PCM
3
Penserra Capital Management
California
$8.28M +$8.28M +640,218 New
Morgan Stanley
4
Morgan Stanley
New York
$8.01M +$321K +24,834 +4%
UBS Group
5
UBS Group
Switzerland
$5.75M +$112K +8,618 +2%
LPL Financial
6
LPL Financial
California
$5.28M +$1.46M +112,745 +38%
AAM
7
Advisors Asset Management
Colorado
$4.84M -$20K -1,543 -0.4%
Invesco
8
Invesco
Georgia
$4.16M +$157K +12,144 +4%
GL
9
Graypoint LLC
New York
$2.45M +$67.4K +5,206 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.71M -$315K -24,316 -16%
Cohen & Steers
11
Cohen & Steers
New York
$1.34M -$64.7K -5,000 -5%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.25M +$32.8K +2,531 +3%
MWM
13
Melfa Wealth Management
Massachusetts
$1.24M -$16.4K -1,266 -1%
Wells Fargo
14
Wells Fargo
California
$948K +$140K +10,825 +17%
WW
15
Waterfront Wealth
Kansas
$905K -$437K -33,459 -33%
Bank of America
16
Bank of America
North Carolina
$904K -$352K -27,233 -28%
KAS
17
Kestra Advisory Services
Texas
$745K +$5.85K +452 +0.8%
PMG
18
ProVise Management Group
Florida
$664K +$3.88K +300 +0.6%
VEA
19
Virtus ETF Advisers
New York
$638K -$72.9K -5,631 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$529K +$14.9K +1,148 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$517K -$114K -8,809 -18%
AWS
22
Atria Wealth Solutions
New York
$493K +$129K +9,966 +35%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$472K +$3.67K +283 +0.8%
GRP
24
Global Retirement Partners
California
$470K -$868K -67,077 -65%
PA
25
Pinnacle Associates
New York
$428K +$805 +65 +0.2%
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