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BlackRock Floating Rate Income Strategies Fund
FRA

Overview Fund Activity

77 hedge funds and large institutions have $118M invested in BlackRock Floating Rate Income Strategies Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
77
Holders Change
-9
Holders Change %
-10.47%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
27
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wagner Wealth Management
South Carolina
$8.42M
2
Bank of America
2
Bank of America
North Carolina
$5.04M
3
JRCM
3
Jones Road Capital Management
New York
$1.75M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.46M
2
LSC
2
Logan Stone Capital
Illinois
$0
3
RVPG
3
Relative Value Partners Group
$14.9M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Petra Financial Advisors
Colorado
$239K – – –
CAN
52
Cetera Advisor Networks
California
$237K +$50.7K +4,155 +27%
GCP
53
Gill Capital Partners
Colorado
$231K – – –
FFA
54
First Foundation Advisors
California
$224K – – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$198K -$61.6K -5,050 -24%
WCMNY
56
Westchester Capital Management (New York)
New York
$197K – – –
OCM
57
Objective Capital Management
Ohio
$196K +$5.32K +436 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$167K – – –
RWM
59
RBA Wealth Management
California
$167K -$1.71K -140 -1%
SAM
60
Selway Asset Management
$166K -$1.22K -100 -0.7%
CC
61
Claybrook Capital
Massachusetts
$154K +$154K +12,650 New
SPIA
62
Steward Partners Investment Advisory
New York
$145K +$4.08K +334 +3%
CT
63
Cambridge Trust
Massachusetts
$134K – – –
SWA
64
Sutton Wealth Advisors
Florida
$134K – – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$128K +$3.79K +310 +3%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$125K +$125K +10,247 New
AOWM
67
Alpha Omega Wealth Management
Virginia
$122K – – –
AIM
68
Anchor Investment Management
South Carolina
$77.9K -$42.6K -3,492 -35%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$47K +$13.3K +1,085 +40%
RMA
70
Roffman Miller Associates
Pennsylvania
$20.8K +$20.8K +1,700 New
AF
71
Advisornet Financial
Minnesota
$19.5K +$19.5K +1,600 New
SCA
72
Stonebridge Capital Advisors
Minnesota
$19.5K +$19.5K +1,600 New
HFS
73
Hantz Financial Services
Michigan
$13K – – –
GWM
74
Geneos Wealth Management
Colorado
$9.77K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$4.08K +$4.08K +334 New
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