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BlackRock Floating Rate Income Strategies Fund
FRA

88 hedge funds and large institutions have $114M invested in BlackRock Floating Rate Income Strategies Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $102M → $114M (+$12.4M)

2% more funds holding

Funds holding: 86 → 88 (+2)

1.29% more ownership

Funds ownership: 22.35% → 23.64% (+1.3%)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$952K
3
Bank of America
Bank of America
North Carolina
+$808K
4
EIA
Edgemoor Investment Advisors
Maryland
+$594K
5
PCM
Penserra Capital Management
California
+$582K

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.32M
2
JP Morgan Chase
JP Morgan Chase
New York
-$789K
3
Invesco
Invesco
Georgia
-$653K
4
Osaic Holdings
Osaic Holdings
Arizona
-$487K
5
KAS
Kestra Advisory Services
Texas
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
26
Fortress Private Ledger
North Carolina
$925K +$936K +67,302 New
WWMSC
27
Wagner Wealth Management (South Carolina)
South Carolina
$873K -$233K -16,793 -21%
CWM
28
Circle Wealth Management
New Jersey
$743K – – –
VEA
29
Virtus ETF Advisers
New York
$698K +$18.5K +1,331 +3%
AHIA
30
Andrew Hill Investment Advisors
Florida
$656K +$91.1K +6,553 +16%
SRC
31
Shufro Rose & Co
New York
$655K -$13.9K -1,000 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$598K -$12.5K -901 -2%
MWM
33
Melfa Wealth Management
Massachusetts
$572K -$150K -10,804 -21%
KA
34
Klingman & Associates
New York
$568K +$192K +13,795 +50%
AA
35
Apriem Advisors
California
$540K +$556 +40 +0.1%
CIA
36
Capital Investment Advisors
Georgia
$525K -$1.5K -108 -0.3%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$515K -$1.32M -95,128 -72%
WA
38
Waverly Advisors
Alabama
$449K +$454K +32,621 New
VH
39
Visionary Horizons
Tennessee
$429K -$36.4K -2,620 -8%
FFWM
40
Future Financial Wealth Management
Ohio
$420K -$235K -16,874 -36%
WCM
41
Whitener Capital Management
North Carolina
$415K +$14K +1,010 +3%
PMG
42
ProVise Management Group
Florida
$403K -$68.3K -4,914 -14%
SIA
43
Schechter Investment Advisors
Michigan
$363K +$9.65K +694 +3%
AWS
44
Atria Wealth Solutions
New York
$359K -$19.6K -1,407 -5%
WS
45
Wedbush Securities
California
$329K -$20.1K -1,449 -6%
Lido Advisors
46
Lido Advisors
California
$329K +$43.6K +3,138 +15%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$325K +$132K +9,512 +67%
EWA
48
EP Wealth Advisors
California
$284K -$3.48K -250 -1%
GCP
49
Gill Capital Partners
Colorado
$260K – – –
FFA
50
First Foundation Advisors
California
$252K -$2.09K -150 -0.8%
1
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FRA Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q4 2024, worth a combined $114M — up 12% from $102M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FRA positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.2M. The largest seller was Baird Financial Group, cutting an estimated $1.32M.

  • 88 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $114M of BlackRock Floating Rate Income Strategies Fund stock for Q4 2024, up 12% quarter-over-quarter.
  • 11 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $4.2M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q4 2024 was Baird Financial Group, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2024.