We are live on ! Find out more
FRA icon

BlackRock Floating Rate Income Strategies Fund

81 hedge funds and large institutions have $90.2M invested in BlackRock Floating Rate Income Strategies Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2.99% less ownership

Funds ownership: 22.77%19.78% (-3%)

9% less funds holding

Funds holding: 8981 (-8)

13% less capital invested

Capital invested by funds: $103M → $90.2M (-$13.3M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
81
Holders Change
-8
Holders Change %
-8.99%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
28
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
First Foundation Advisors
California
$239K +$1.96K +150 +0.8%
PFA
52
Petra Financial Advisors
Colorado
$231K -$23.5K -1,795 -9%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$214K
WCMNY
54
Westchester Capital Management (New York)
New York
$209K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$179K -$536 -41 -0.3%
SAM
56
Selway Asset Management
$176K
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$176K +$178K +13,587 New
BCA
58
Bay Colony Advisors
Massachusetts
$172K +$4.88K +373 +3%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$165K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$150K +$4.24K +324 +3%
BRWA
61
B. Riley Wealth Advisors
Florida
$147K -$77.3K -5,911 -34%
RWM
62
RBA Wealth Management
California
$145K -$17.1K -1,307 -10%
CWG
63
Cornerstone Wealth Group
North Carolina
$142K
GP
64
Gridiron Partners
Pennsylvania
$140K -$1.45K -111 -1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$138K
AOWM
66
Alpha Omega Wealth Management
Virginia
$129K
CA
67
CoreCap Advisors
Michigan
$123K +$60.4K +4,623 +95%
NS
68
NBC Securities
Alabama
$112K
SPIA
69
Steward Partners Investment Advisory
New York
$111K -$4.82K -369 -4%
AWM
70
Avior Wealth Management
Nebraska
$104K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$69.8K -$14.4K -1,099 -17%
AIM
72
Anchor Investment Management
South Carolina
$50.7K +$118 +9 +0.2%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$39K +$993 +76 +3%
Comerica Bank
74
Comerica Bank
Texas
$36.9K
KB
75
Kimelman & Baird
New York
$14.2K +$14.3K +1,094 New

FRA Hedge Fund Activity: Q2 2024 in Review

81 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2024, worth a combined $90.2M — down 13% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FRA and 6 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 28 added.

The largest buyer was Congress Park Capital, adding an estimated $712K. The largest seller was Morgan Stanley, cutting an estimated $2.99M.

  • 81 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $90.2M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2024, down 13% quarter-over-quarter.
  • 6 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2024 was Congress Park Capital, an estimated $712K added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2024 was Morgan Stanley, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2024.