We are live on ! Find out more
BRLN icon

BlackRock Floating Rate Loan ETF

21 hedge funds and large institutions have $22.9M invested in BlackRock Floating Rate Loan ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

40% more funds holding

Funds holding: 1521 (+6)

30% more capital invested

Capital invested by funds: $17.7M → $22.9M (+$5.23M)

3.22% more ownership

Funds ownership: 30.72%33.94% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1
Elm3 Financial Group
Georgia
$5.26M -$1.1M -21,076 -17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.35M +$3.09M +59,134 +1,097%
Goldman Sachs
3
Goldman Sachs
New York
$3.18M -$269K -5,149 -8%
LPL Financial
4
LPL Financial
California
$2.02M +$2.04M +39,004 New
JWCA
5
J.W. Cole Advisors
Florida
$1.99M +$372K +7,130 +23%
OWA
6
Outlook Wealth Advisors
Texas
$1.81M +$231K +4,432 +15%
Jane Street
7
Jane Street
New York
$1.49M +$1.3M +24,862 +631%
MWA
8
Medallion Wealth Advisors
Connecticut
$1.1M +$199K +3,810 +22%
PS
9
Principal Securities
Iowa
$464K
RIA
10
Realta Investment Advisors
Delaware
$458K +$461K +8,835 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$415K +$418K +8,008 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$376K +$58.3K +1,116 +18%
KA
13
Kovack Advisors
Florida
$344K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$298K +$18.8K +361 +7%
FA
15
Fermata Advisors
California
$201K +$202K +3,867 New
CA
16
CoreCap Advisors
Michigan
$65.5K
UBS Group
17
UBS Group
Switzerland
$38.5K +$12.7K +243 +49%
MCM
18
MAI Capital Management
Ohio
$5.59K +$52 +1 +0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.93K +$4.96K +95 New
WWM
20
Wolff Wiese Magana
California
$2.8K +$2.82K +54 New
ACA
21
Aptus Capital Advisors
Alabama
$2.59K +$2.61K +50 New
AWA
22
Adapt Wealth Advisors
Georgia
-$1.64M -31,465 Closed

BRLN Hedge Fund Activity: Q1 2025 in Review

21 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q1 2025, worth a combined $22.9M — up 30% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BRLN positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.09M. The largest seller was Adapt Wealth Advisors, exiting entirely with an estimated $1.64M sold.

  • 21 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $22.9M of BlackRock Floating Rate Loan ETF stock for Q1 2025, up 30% quarter-over-quarter.
  • 7 funds opened new BlackRock Floating Rate Loan ETF positions in Q1 2025 and 1 closed out, a net change of +6 holders.
  • The largest BlackRock Floating Rate Loan ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $3.09M added.
  • The largest BlackRock Floating Rate Loan ETF seller in Q1 2025 was Adapt Wealth Advisors, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2025.