We are live on ! Find out more
BRLN icon

BlackRock Floating Rate Loan ETF

24 hedge funds and large institutions have $22.1M invested in BlackRock Floating Rate Loan ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 2224 (+2)

2% more capital invested

Capital invested by funds: $21.6M → $22.1M (+$476K)

0.61% more ownership

Funds ownership: 36.2%36.81% (+0.61%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.83M +$2.24M +43,006 +86%
EFG
2
Elm3 Financial Group
Georgia
$3.01M -$914K -17,536 -23%
Goldman Sachs
3
Goldman Sachs
New York
$2.59M -$62.9K -1,206 -2%
JWCA
4
J.W. Cole Advisors
Florida
$1.81M -$207K -3,963 -10%
OWA
5
Outlook Wealth Advisors
Texas
$1.68M -$109K -2,100 -6%
Jane Street
6
Jane Street
New York
$1.5M +$37.5K +720 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.23M -$804K -15,422 -40%
MWA
8
Medallion Wealth Advisors
Connecticut
$1.09M -$20.3K -390 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$712K -$632K -12,119 -47%
AIA
10
Aventus Investment Advisors
Florida
$667K +$3.13K +60 +0.5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$493K +$64K +1,228 +15%
PS
12
Principal Securities
Iowa
$475K
RIA
13
Realta Investment Advisors
Delaware
$403K -$120K -2,310 -23%
Mariner
14
Mariner
Kansas
$345K +$345K +6,618 New
TA
15
Tactive Advisors
Florida
$331K +$331K +6,354 New
TRCT
16
Tower Research Capital (TRC)
New York
$307K +$307K +5,888 New
KA
17
Kovack Advisors
Florida
$279K -$62.5K -1,200 -18%
PWM
18
Perigon Wealth Management
California
$221K +$221K +4,250 New
CA
19
CoreCap Advisors
Michigan
$54K +$208 +4 +0.4%
RFP
20
Root Financial Partners
California
$17.8K +$17.8K +342 New
MCM
21
MAI Capital Management
Ohio
$5.8K +$52 +1 +0.9%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.96K
WWM
23
Wolff Wiese Magana
California
$2.81K
ACA
24
Aptus Capital Advisors
Alabama
$2.6K
FA
25
Fermata Advisors
California
-$201K -3,880 Closed

BRLN Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Loan ETF (BRLN) for Q3 2025, worth a combined $22.1M — up 2.2% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BRLN positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.24M. The largest seller was Elm3 Financial Group, cutting an estimated $914K.

  • 24 institutional investors held BlackRock Floating Rate Loan ETF (BRLN) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $22.1M of BlackRock Floating Rate Loan ETF stock for Q3 2025, up 2.2% quarter-over-quarter.
  • 5 funds opened new BlackRock Floating Rate Loan ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Floating Rate Loan ETF buyer in Q3 2025 was LPL Financial, an estimated $2.24M added.
  • The largest BlackRock Floating Rate Loan ETF seller in Q3 2025 was Elm3 Financial Group, an estimated $914K sold.

Based on aggregated 13F filings for Q3 2025.