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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

58 hedge funds and large institutions have $78M invested in BlackRock Floating Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$12.6M
2
LPL Financial
LPL Financial
California
$6.25M
3
PCM
Penserra Capital Management
California
$8.83M
4
Morgan Stanley
Morgan Stanley
New York
$8.33M
5
LSIA
LaSalle St. Investment Advisors
Illinois
$298K

Top Sellers

1
WW
Waterfront Wealth
Kansas
$137K
2
KAS
Kestra Advisory Services
Texas
$0
3
CI
Conning Inc
Connecticut
$0
4
Cohen & Steers
Cohen & Steers
New York
$1.03M
5
AWS
Atria Wealth Solutions
New York
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$12.6M +$3.52M +273,835 +39%
PCM
2
Penserra Capital Management
California
$8.83M +$595K +46,236 +7%
Morgan Stanley
3
Morgan Stanley
New York
$8.33M +$372K +28,910 +5%
Ameriprise
4
Ameriprise
Minnesota
$8.11M -$155K -12,018 -2%
LPL Financial
5
LPL Financial
California
$6.25M +$1.01M +78,573 +19%
UBS Group
6
UBS Group
Switzerland
$5.55M -$161K -12,504 -3%
AAM
7
Advisors Asset Management
Colorado
$4.81M +$2.78K +216 +0.1%
Invesco
8
Invesco
Georgia
$4.04M -$96.5K -7,504 -2%
GL
9
Graypoint LLC
New York
$2.5M +$68.4K +5,320 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.56M -$138K -10,760 -8%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.27M +$20.9K +1,626 +2%
MWM
12
Melfa Wealth Management
Massachusetts
$1.11M -$121K -9,414 -10%
Cohen & Steers
13
Cohen & Steers
New York
$1.03M -$304K -23,605 -23%
Wells Fargo
14
Wells Fargo
California
$920K -$22K -1,711 -2%
Bank of America
15
Bank of America
North Carolina
$885K -$13.5K -1,048 -1%
VEA
16
Virtus ETF Advisers
New York
$743K +$109K +8,485 +17%
Raymond James Financial
17
Raymond James Financial
Florida
$705K +$705K +54,810 New
Osaic Holdings
18
Osaic Holdings
Arizona
$664K +$150K +11,626 +29%
PMG
19
ProVise Management Group
Florida
$604K -$56K -4,351 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$534K +$9.11K +709 +2%
PA
21
Pinnacle Associates
New York
$482K +$37.4K +2,908 +8%
AAS
22
Avantax Advisory Services
Texas
$424K +$160K +12,447 +61%
GRP
23
Global Retirement Partners
California
$420K -$46.7K -3,632 -10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$418K -$50.4K -3,920 -11%
SCA
25
Snowden Capital Advisors
New York
$356K +$4.08K +317 +1%
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