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BlackRock Floating Rate Income Trust

62 hedge funds and large institutions have $78M invested in BlackRock Floating Rate Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6262 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.5% less ownership

Funds ownership: 28.42%27.92% (-0.5%)

2% less capital invested

Capital invested by funds: $79.4M → $78M (-$1.43M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$17.2M +$2.27M +186,748 +16%
Morgan Stanley
2
Morgan Stanley
New York
$8.72M +$199K +16,338 +2%
LPL Financial
3
LPL Financial
California
$8.33M +$564K +46,403 +7%
UBS Group
4
UBS Group
Switzerland
$6.16M +$478K +39,326 +9%
Ameriprise
5
Ameriprise
Minnesota
$5.11M -$3.25M -267,528 -40%
AAM
6
Advisors Asset Management
Colorado
$4.41M -$585K -48,088 -12%
Invesco
7
Invesco
Georgia
$4.34M -$12.4K -1,016 -0.3%
EFG
8
Ethos Financial Group
Pennsylvania
$3.91M -$311K -25,586 -8%
GL
9
Graypoint LLC
New York
$2.58M +$72.6K +5,967 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.01M +$488K +40,096 +33%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.26M -$10.5K -866 -0.9%
Bank of America
12
Bank of America
North Carolina
$1.17M +$265K +21,823 +30%
Cohen & Steers
13
Cohen & Steers
New York
$1.09M +$85.1K +7,000 +9%
MWM
14
Melfa Wealth Management
Massachusetts
$986K +$559 +46 +0.1%
VIA
15
Virtus Investment Advisers
Connecticut
$772K -$227K -18,629 -23%
Wells Fargo
16
Wells Fargo
California
$772K -$33.3K -2,740 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$727K +$38.2K +3,140 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$594K +$10.6K +873 +2%
PMG
19
ProVise Management Group
Florida
$562K -$12.2K -1,000 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$561K -$292K -24,014 -35%
AAS
21
Avantax Advisory Services
Texas
$438K +$7.05K +580 +2%
PA
22
Pinnacle Associates
New York
$432K -$33.9K -2,787 -7%
GRP
23
Global Retirement Partners
California
$387K +$376K +30,897 New
SCA
24
Snowden Capital Advisors
New York
$317K -$6.38K -525 -2%
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$295K -$39.9K -3,284 -12%

BGT Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q2 2025, worth a combined $78M — down 1.8% from $79.4M a quarter earlier.

Fund positioning in BGT was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 18 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.27M. The largest seller was Ameriprise, cutting an estimated $3.25M.

  • 62 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $78M of BlackRock Floating Rate Income Trust stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Floating Rate Income Trust positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q2 2025 was Guggenheim Capital, an estimated $2.27M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q2 2025 was Ameriprise, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.