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BlackRock Floating Rate Income Strategies Fund

82 hedge funds and large institutions have $114M invested in BlackRock Floating Rate Income Strategies Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

0% more funds holding

Funds holding: 8282 (0)

2.68% less ownership

Funds ownership: 26.65%23.97% (-2.7%)

9% less capital invested

Capital invested by funds: $125M → $114M (-$11.9M)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$16.6M -$7.13M -528,121 -30%
Morgan Stanley
2
Morgan Stanley
New York
$10M +$1.85M +137,056 +23%
PPA
3
Parametric Portfolio Associates
Washington
$8.09M -$1.33M -98,424 -14%
Invesco
4
Invesco
Georgia
$7.67M -$998K -73,838 -11%
GC
5
Guggenheim Capital
Illinois
$7.03M +$292K +21,594 +4%
Ameriprise
6
Ameriprise
Minnesota
$4.8M -$61.7K -4,568 -1%
AAM
7
Advisors Asset Management
Colorado
$4.76M +$244K +18,053 +5%
EVM
8
Eaton Vance Management
Massachusetts
$3.5M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.25M +$257K +18,998 +9%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.89M
BAM
11
Byrne Asset Management
New Jersey
$2.72M +$2.73M +202,322 New
UBS Group
12
UBS Group
Switzerland
$2.39M +$202K +14,988 +9%
RCM
13
Rivernorth Capital Management
Florida
$2.21M -$4.35M -321,633 -66%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.15M +$36.7K +2,719 +2%
SFS
15
Shaker Financial Services
Virginia
$2.08M +$527K +39,003 +34%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.07M +$741K +54,869 +55%
CPC
17
Congress Park Capital
New York
$1.84M +$76.3K +5,650 +4%
SAM
18
Securian Asset Management
Minnesota
$1.58M
Bank of America
19
Bank of America
North Carolina
$1.57M +$23.6K +1,750 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.48M -$35.5K -2,628 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.39M
DADC
22
D.A. Davidson & Co
Montana
$1.25M +$43.3K +3,204 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.17M +$162K +12,018 +16%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$1.12M +$486 +36 +0%
Truist Financial
25
Truist Financial
North Carolina
$1.04M +$41.4K +3,065 +4%

FRA Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q4 2021, worth a combined $114M — down 9.5% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FRA positions and 12 closed out — a net gain of 3 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.85M. The largest seller was Relative Value Partners Group, cutting an estimated $7.13M.

  • 82 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $114M of BlackRock Floating Rate Income Strategies Fund stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 15 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q4 2021 and 12 closed out, a net change of +3 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.85M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q4 2021 was Relative Value Partners Group, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2021.