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BlackRock Floating Rate Loan ETF

22 hedge funds and large institutions have $21.6M invested in BlackRock Floating Rate Loan ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

5% more funds holding

Funds holding: 2122 (+1)

2.26% more ownership

Funds ownership: 33.94%36.2% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $22.9M → $21.6M (-$1.31M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1
Elm3 Financial Group
Georgia
$3.9M -$1.34M -26,078 -26%
Goldman Sachs
2
Goldman Sachs
New York
$2.64M -$535K -10,400 -17%
LPL Financial
3
LPL Financial
California
$2.58M +$555K +10,801 +28%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.02M -$1.31M -25,530 -40%
JWCA
5
J.W. Cole Advisors
Florida
$2M +$10.1K +197 +0.5%
OWA
6
Outlook Wealth Advisors
Texas
$1.78M -$27.9K -543 -2%
Jane Street
7
Jane Street
New York
$1.45M -$42.4K -824 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.34M +$914K +17,775 +222%
MWA
9
Medallion Wealth Advisors
Connecticut
$1.1M -$1.03K -20 -0.1%
AIA
10
Aventus Investment Advisors
Florida
$661K +$656K +12,752 New
RIA
11
Realta Investment Advisors
Delaware
$521K +$62.3K +1,212 +14%
PS
12
Principal Securities
Iowa
$472K +$11.6K +225 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$426K +$50.8K +988 +14%
KA
14
Kovack Advisors
Florida
$339K -$3.86K -75 -1%
FA
15
Fermata Advisors
California
$201K +$669 +13 +0.3%
UBS Group
16
UBS Group
Switzerland
$70.3K +$31.6K +614 +83%
CA
17
CoreCap Advisors
Michigan
$53.5K -$11.9K -231 -18%
MCM
18
MAI Capital Management
Ohio
$5.68K +$103 +2 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.92K
WWM
20
Wolff Wiese Magana
California
$2.8K
ACA
21
Aptus Capital Advisors
Alabama
$2.59K
Morgan Stanley
22
Morgan Stanley
New York
$71 +$51 +1 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$298K -5,750 Closed

BRLN Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q2 2025, worth a combined $21.6M — down 5.7% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BRLN positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $914K. The largest seller was Elm3 Financial Group, cutting an estimated $1.34M.

  • 22 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q2 2025, up from 21 in Q1 2025.
  • Funds reported $21.6M of BlackRock Floating Rate Loan ETF stock for Q2 2025, down 5.7% quarter-over-quarter.
  • 2 funds opened new BlackRock Floating Rate Loan ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest BlackRock Floating Rate Loan ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $914K added.
  • The largest BlackRock Floating Rate Loan ETF seller in Q2 2025 was Elm3 Financial Group, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2025.