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BlackRock Floating Rate Income Trust

65 hedge funds and large institutions have $98.1M invested in BlackRock Floating Rate Income Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $78M → $98.1M (+$20.1M)

9.69% more ownership

Funds ownership: 27.92%37.61% (+9.7%)

5% more funds holding

Funds holding: 6265 (+3)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
24
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$18.1M +$1.44M +115,276 +8%
PCM
2
Penserra Capital Management
California
$9.06M +$9.29M +745,433 New
DF
3
Donoghue Forlines
Massachusetts
$9.01M +$11.7M +939,719 New
LPL Financial
4
LPL Financial
California
$8.54M +$466K +37,406 +6%
Morgan Stanley
5
Morgan Stanley
New York
$8.31M -$156K -12,514 -2%
Ameriprise
6
Ameriprise
Minnesota
$6.21M +$1.28M +102,959 +25%
UBS Group
7
UBS Group
Switzerland
$5.66M -$327K -26,230 -5%
AAM
8
Advisors Asset Management
Colorado
$4.93M +$662K +53,124 +15%
IA
9
Integrity Alliance
Iowa
$4.29M +$4.39M +352,678 New
Invesco
10
Invesco
Georgia
$4.23M +$18.9K +1,517 +0.4%
EFG
11
Ethos Financial Group
Pennsylvania
$3.84M +$53K +4,256 +1%
Bank of America
12
Bank of America
North Carolina
$1.53M +$403K +32,360 +35%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.26M +$42.1K +3,379 +3%
MWM
14
Melfa Wealth Management
Massachusetts
$957K -$411 -33 -0%
Cohen & Steers
15
Cohen & Steers
New York
$934K -$125K -10,000 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$932K +$724K +58,147 +314%
VIA
17
Virtus Investment Advisers
Connecticut
$816K +$68.7K +5,511 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$724K +$536 +43 +0.1%
Wells Fargo
19
Wells Fargo
California
$688K -$62.9K -5,046 -8%
Raymond James Financial
20
Raymond James Financial
Florida
$637K +$94.7K +7,598 +17%
PMG
21
ProVise Management Group
Florida
$547K +$1.28K +103 +0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$483K -$96.1K -7,710 -16%
CWM
23
Connecticut Wealth Management
Connecticut
$481K +$494K +39,617 New
PA
24
Pinnacle Associates
New York
$420K +$162 +13 +0%
GRP
25
Global Retirement Partners
California
$396K +$21.1K +1,696 +5%

BGT Hedge Fund Activity: Q3 2025 in Review

65 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q3 2025, worth a combined $98.1M — up 26% from $78M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGT positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $11.7M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.01M sold.

  • 65 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $98.1M of BlackRock Floating Rate Income Trust stock for Q3 2025, up 26% quarter-over-quarter.
  • 14 funds opened new BlackRock Floating Rate Income Trust positions in Q3 2025 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q3 2025 was Donoghue Forlines, an estimated $11.7M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q3 2025 was Baird Financial Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2025.