BlackRock Fltng RT Inc. TRBGT
13F holders, Q1 2025 (March 31)62holders +4
11new positions
6sold out
1famous investor
$12.42avg. 13F price*
At the end of Q1 2025, 62 institutions reported holding BlackRock Fltng RT Inc. TR (BGT) in their 13F filings, up 4 from Q4 2024. 11 opened new positions and 6 sold out. The largest holders were Guggenheim Capital LLC ($14.7M), Morgan Stanley ($8.4M) and Ameriprise Financial Inc. ($8.4M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock Fltng RT Inc. TR
- CUSIP
- 091941104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.5M |
| Exits | 6 | $10.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,150,325 shares bought and 796,042 shares sold, net +354,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Guggenheim Capital LLC | 0.14% | Add +20.9% | 1,187,271 | $14.7M |
| Morgan Stanley | 0.00% | Add +5.0% | 679,781 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 675,516 | $8.4M |
| LPL Financial LLC | 0.00% | Add +27.3% | 619,277 | $7.7M |
| UBS Group AG | 0.00% | Add +4.8% | 452,415 | $5.6M |
| Advisors Asset Management, Inc. | 0.09% | Add +7.1% | 400,607 | $5.0M |
| Invesco Ltd. | 0.00% | Add +10.6% | 347,357 | $4.3M |
| Ethos Financial Group, LLC | 0.40% | New | 337,628 | $4.2M |
| Graypoint LLC | 0.16% | Add +2.9% | 200,386 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 120,695 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 101,451 | $1.3M |
| Virtue Capital Management, LLC | 0.15% | New | 100,388 | $1.2M |
| Virtus Investment Advisers, LLC | 0.27% | New | 80,281 | $997K |
| Cohen & Steers, Inc. | 0.00% | No change | 79,865 | $992K |
| Melfa Wealth Management, Inc. | 0.66% | Reduce -8.7% | 78,722 | $978K |
| Bank of America Corp. | 0.00% | Add +4.4% | 71,820 | $892K |
| Raymond James Financial Inc. | 0.00% | Add +25.5% | 68,810 | $855K |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 64,376 | $800K |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 54,889 | $682K |
| Royal Bank of Canada | 0.00% | Add +12.0% | 46,577 | $578K |
| ProVise Management Group, LLC | 0.05% | Reduce -2.1% | 45,918 | $570K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.4% | 37,307 | $463K |
| Millennium Management | 0.00% | New | 35,532 | $441K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.2% | 34,403 | $427K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 32,560 | $404K |
| Wagner Wealth Management, LLC | 0.08% | Add +1.9% | 26,875 | $334K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.5% | 25,861 | $321K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.8% | 24,028 | $298K |
| Moneco Advisors, LLC | 0.03% | No change | 23,125 | $287K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -1.3% | 22,900 | $284K |
| Hunter Associates Investment Management LLC | 0.04% | No change | 22,500 | $279K |
| Private Advisor Group, LLC | 0.00% | Add +65.0% | 20,349 | $253K |
| Iams Wealth Management, LLC | 0.11% | No change | 20,000 | $248K |
| Centric Wealth Management | 0.06% | New | 19,859 | $247K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 19,778 | $246K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 17,744 | $220K |
| Reston Wealth Management LLC | 0.08% | Add +2.9% | 16,686 | $207K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 16,200 | $201K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.3% | 15,024 | $187K |
| StoneX Group Inc. | 0.01% | No change | 14,631 | $182K |
| Sowell Financial Services LLC | 0.01% | New | 14,319 | $178K |
| Stephens Inc. | 0.00% | No change | 14,290 | $177K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.7% | 12,803 | $159K |
| Rockland Trust Co. | 0.01% | Reduce -1.5% | 11,290 | $140K |
| Everstar Asset Management, LLC | 0.09% | No change | 11,050 | $137K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10,941 | $136K |
| Waterfront Wealth Inc. | 0.03% | Add +0.1% | 10,653 | $132K |
| Wedbush Securities Inc. | 0.00% | No change | 10,485 | $130K |
| Cary Street Partners Financial LLC | 0.00% | No change | 10,000 | $124K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,998 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,129 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,000 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,947 | $37K |
| Signaturefd, LLC | 0.00% | New | 1,940 | $24K |
| Creekmur Asset Management LLC | 0.00% | New | 1,520 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,600 | $18K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 808 | $10K |
| Comerica Bank | 0.00% | No change | 792 | $10K |
| CX Institutional | 0.00% | New | 700 | $9K |
| Lanark Financial, Inc. | 0.00% | — | 250 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $1K |
"% of holder's portfolio" is BGT's weight in each manager's 13F, not the share of BlackRock Fltng RT Inc. TR the manager owns.