BlackRock Floating Rate Loan ETF
BRLN
9 hedge funds and large institutions have $13M invested in BlackRock Floating Rate Loan ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
54% more capital invested
Capital invested by funds: $8.41M → $13M (+$4.54M)
4.98% less ownership
Funds ownership: 39.99% → 35% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$6.53M |
| 2 |
Jane Street
New York
|
+$2.56M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.09M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$24.7K |
| 3 |
Morgan Stanley
New York
|
-$53 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
1
Simplicity Wealth
Summit,
New Jersey
| $6.57M | +$6.53M | +124,230 | New |
|
|
2
Jane Street
New York
| $2.89M | +$2.56M | +48,765 | +822% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.09M | +$1.09M | +20,679 | New |
|
|
JWCA
4
J.W. Cole Advisors
Tampa,
Florida
| $1.01M | +$1M | +19,058 | New |
|
|
OWA
5
Outlook Wealth Advisors
Shenandoah,
Texas
| $581K | +$234K | +4,446 | +68% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $555K | +$552K | +10,500 | New |
|
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $220K | +$219K | +4,167 | New |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $37K | +$36.8K | +700 | New |
|
|
9
Morgan Stanley
New York
| $91 | -$53 | -1 | -50% |
|
|
10
BlackRock
New York
| – | -$7.73M | -147,000 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$24.7K | -469 | Closed |
|
BRLN Hedge Fund Activity: Q1 2024 in Review
9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q1 2024, worth a combined $13M — up 54% from $8.41M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BRLN positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $6.53M. The largest seller was BlackRock, exiting entirely with an estimated $7.73M sold.
- 9 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $13M of BlackRock Floating Rate Loan ETF stock for Q1 2024, up 54% quarter-over-quarter.
- 6 funds opened new BlackRock Floating Rate Loan ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest BlackRock Floating Rate Loan ETF buyer in Q1 2024 was Simplicity Wealth, an estimated $6.53M added.
- The largest BlackRock Floating Rate Loan ETF seller in Q1 2024 was BlackRock, an estimated $7.73M sold.
Based on aggregated 13F filings for Q1 2024.