BlackRock Floating Rate Loan ETF
BRLN
15 hedge funds and large institutions have $17.7M invested in BlackRock Floating Rate Loan ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more capital invested
Capital invested by funds: $10.1M → $17.7M (+$7.54M)
25% more funds holding
Funds holding: 12 → 15 (+3)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2.27% more ownership
Funds ownership: 28.45% → 30.72% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
+$1.65M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$49.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.2K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.5K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$9.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$893K |
| 2 |
Jane Street
New York
|
-$371K |
| 3 |
Goldman Sachs
New York
|
-$173K |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$50.9K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.75K |
BRLN Hedge Fund Activity: Q4 2024 in Review
15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q4 2024, worth a combined $17.7M — up 75% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BRLN positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Adapt Wealth Advisors, opening a new position worth an estimated $1.65M. The largest seller was Royal Bank of Canada, cutting an estimated $893K.
- 15 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $17.7M of BlackRock Floating Rate Loan ETF stock for Q4 2024, up 75% quarter-over-quarter.
- 5 funds opened new BlackRock Floating Rate Loan ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest BlackRock Floating Rate Loan ETF buyer in Q4 2024 was Adapt Wealth Advisors, an estimated $1.65M added.
- The largest BlackRock Floating Rate Loan ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $893K sold.
Based on aggregated 13F filings for Q4 2024.