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BlackRock Floating Rate Loan ETF

30 hedge funds and large institutions have $20M invested in BlackRock Floating Rate Loan ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 2930 (+1)

3.61% less ownership

Funds ownership: 39.48%35.87% (-3.6%)

15% less capital invested

Capital invested by funds: $23.4M → $20M (-$3.42M)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.04M +$924K +18,071 +18%
SFS
2
Sunrise Financial Services
Washington
$2.44M +$2.35M +45,887 +2,091%
OWA
3
Outlook Wealth Advisors
Texas
$1.55M +$31.7K +620 +2%
TPBG
4
Turning Point Benefit Group
Maryland
$1.43M +$348K +6,811 +32%
TRCT
5
Tower Research Capital (TRC)
New York
$1.33M -$401K -7,852 -23%
Jane Street
6
Jane Street
New York
$883K -$1.35M -26,446 -60%
EFG
7
Elm3 Financial Group
Georgia
$725K -$231K -4,527 -24%
AIA
8
Aventus Investment Advisors
Florida
$713K +$31.9K +623 +5%
MWA
9
Medallion Wealth Advisors
Connecticut
$701K -$89.5K -1,750 -11%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$678K -$4.14K -81 -0.6%
SA
11
Sovran Advisors
California
$595K +$596K +11,650 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$502K -$3.07M -59,954 -86%
PS
13
Principal Securities
Iowa
$452K +$19.2K +376 +4%
RIA
14
Realta Investment Advisors
Delaware
$348K -$45.6K -892 -12%
TA
15
Tactive Advisors
Florida
$304K +$36K +704 +13%
KA
16
Kovack Advisors
Florida
$272K -$26.8K -525 -9%
OAM
17
Occidental Asset Management
California
$236K +$238K +4,646 New
AAP
18
Arax Advisory Partners
Colorado
$232K +$234K +4,573 New
PWM
19
Perigon Wealth Management
California
$216K
FFA
20
Farther Finance Advisors
California
$152K +$15.3K +300 +11%
AWM
21
AE Wealth Management
Kansas
$89.6K +$90.2K +1,765 New
CA
22
CoreCap Advisors
Michigan
$52.6K
CFD
23
Creative Financial Designs
Indiana
$32.6K +$32.8K +642 New
ASN
24
Advisory Services Network
Georgia
$23.6K +$23.8K +466 New
JP Morgan Chase
25
JP Morgan Chase
New York
$7.92K +$7.97K +156 New