Who Owns BGT?
BlackRock Floating Rate Income Trust — Institutional Ownership & 13F Holdings
$10.89
-0.04 (-0.37%)
Market Cap
$297.8M
Shares Outstanding
26,998,400
Institutional Holders
63
Total Inst. Value
$107.8M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
20
Closed Positions
7
Increased
20
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.6M | 2,947 |
| 2 | GUGGENHEIM CAPITAL LLC | $14.7M | 1,187,271 |
| 3 | MORGAN STANLEY | $8.4M | 679,781 |
| 4 | AMERIPRISE FINANCIAL INC | $8.4M | 675,516 |
| 5 | UBS Group AG | $5.6M | 452,415 |
| 6 | Advisors Asset Management, Inc. | $5.0M | 400,607 |
| 7 | Invesco Ltd. | $4.3M | 347,357 |
| 8 | Ethos Financial Group, LLCNew | $4.2M | 337,628 |
| 9 | Graypoint LLC | $2.5M | 200,386 |
| 10 | Baird Financial Group, Inc. | $1.5M | 120,695 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | +206K | $14.7M |
| MORGAN STANLEY | +32K | $8.4M |
| AMERIPRISE FINANCIAL INC | +45K | $8.4M |
| UBS Group AG | +21K | $5.6M |
| Advisors Asset Management, Inc. | +27K | $5.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -7K | $800K |
| Snowden Capital Advisors LLC | -2K | $321K |
| ProVise Management Group, LLC | -1K | $570K |
| Baird Financial Group, Inc. | -723 | $1.5M |
| LaSalle St. Investment Advisors, LLC | -306 | $284K |
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Frequently Asked Questions
How many institutional investors hold BGT?
As of Q1 2025, 63 institutional investors report holding BGT (BlackRock Floating Rate Income Trust) in their 13F filings.
Which hedge fund owns the most BGT?
The largest institutional holder of BGT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $36.6M in shares.
Are institutions buying or selling BGT?
This quarter, 20 institutions opened new positions in BGT and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.