BlackRock Floating Rate Income Trust
BGT
62 hedge funds and large institutions have $79.4M invested in BlackRock Floating Rate Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 7 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more funds holding
Funds holding: 58 → 62 (+4)
1.42% more ownership
Funds ownership: 26.97% → 28.39% (+1.4%)
2% more capital invested
Capital invested by funds: $78M → $79.4M (+$1.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$4.27M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.68M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$1.27M |
| 5 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$8.83M |
| 2 |
VEA
Virtus ETF Advisers
New York
|
-$743K |
| 3 |
CFC
Client First Capital
San Diego,
California
|
-$218K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$145K |
| 5 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
-$94.4K |
BGT Hedge Fund Activity: Q1 2025 in Review
62 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q1 2025, worth a combined $79.4M — up 1.7% from $78M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BGT positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $4.27M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $8.83M sold.
- 62 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q1 2025, up from 58 in Q4 2024.
- Funds reported $79.4M of BlackRock Floating Rate Income Trust stock for Q1 2025, up 1.7% quarter-over-quarter.
- 12 funds opened new BlackRock Floating Rate Income Trust positions in Q1 2025 and 7 closed out, a net change of +5 holders.
- The largest BlackRock Floating Rate Income Trust buyer in Q1 2025 was Ethos Financial Group, an estimated $4.27M added.
- The largest BlackRock Floating Rate Income Trust seller in Q1 2025 was Penserra Capital Management, an estimated $8.83M sold.
Based on aggregated 13F filings for Q1 2025.