BlackRock Floating Rate Loan ETF
BRLN
11 hedge funds and large institutions have $8.37M invested in BlackRock Floating Rate Loan ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
17.3% less ownership
Funds ownership: 35% → 17.7% (-17%)
35% less capital invested
Capital invested by funds: $13M → $8.37M (-$4.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$608K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$410K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$390K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$332K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$6.57M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$285K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Jane Street
New York
| $2.91M | +$33.7K | +641 | +1% |
|
|
JWCA
2
J.W. Cole Advisors
Tampa,
Florida
| $1.39M | +$390K | +7,416 | +39% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.34M | +$252K | +4,795 | +23% |
|
|
OWA
4
Outlook Wealth Advisors
Shenandoah,
Texas
| $781K | +$203K | +3,864 | +35% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $607K | +$608K | +11,560 | New |
|
|
PS
6
Principal Securities
Des Moines,
Iowa
| $446K | +$410K | +7,800 | +1,114% |
|
|
KA
7
Kovack Advisors
Ft. Lauderdale,
Florida
| $332K | +$332K | +6,325 | New |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $267K | -$285K | -5,429 | -52% |
|
|
KWM
9
Kingsview Wealth Management
Grants Pass,
Oregon
| $248K | +$248K | +4,722 | New |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52.5K | +$52.6K | +1,000 | New |
|
11
Morgan Stanley
New York
| $56 | – | – | – |
|
|
SW
12
Simplicity Wealth
Summit,
New Jersey
| – | -$6.57M | -124,230 | Closed |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$220K | -4,167 | Closed |
|
BRLN Hedge Fund Activity: Q2 2024 in Review
11 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q2 2024, worth a combined $8.37M — down 35% from $13M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BRLN positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $608K. The largest seller was Simplicity Wealth, exiting entirely with an estimated $6.57M sold.
- 11 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $8.37M of BlackRock Floating Rate Loan ETF stock for Q2 2024, down 35% quarter-over-quarter.
- 4 funds opened new BlackRock Floating Rate Loan ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest BlackRock Floating Rate Loan ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $608K added.
- The largest BlackRock Floating Rate Loan ETF seller in Q2 2024 was Simplicity Wealth, an estimated $6.57M sold.
Based on aggregated 13F filings for Q2 2024.