Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK FLOATING RATE INCO (FRA)

83 + Investors. Track Smart Money conviction in FRA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — FRA

Based on 83 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
83 hedge funds hold FRA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FRA is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

41 buying35 selling
Last quarter: 41 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FRA position: 9 → 8 → 7 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 19% medium 18% new
52 out of 83 hedge funds have held FRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +13%, value -56%

Value
-55%
Shares
+13%
Last quarter: funds added +13% more shares while total portfolio value only changed -56%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 9 → 8 → 7 → 16 new funds/Q
New funds entering each quarter: 9 → 8 → 7 → 16. A growing number of institutions are discovering FRA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 12% 1-2yr 24% new
Of 83 current holders: 53 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
11 of 83 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FRA

How many hedge funds hold FRA — quarterly history vs. share price
Quarterly hedge fund ownership of FRA vs. share price

Market Analysis: FRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: FRA
2026 Q1 Stats Unlock in 16 days 83 + Investors

Track Smart Money conviction in FRA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 75 10.67%
13F Shares 9M 8M 13.23%
Total Value $104M $235M -55.74%
New Positions 16 7 +9
Increased Positions 25 28 -3
Closed Positions 8 8 -
Reduced Positions 27 22 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FRA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FRA. Verified SEC 13F-HR filings.

Top 25 institutional holders of FRA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Strategic Advisors, LLC 3.11% 392,654 $4.3M
2 GraniteShares Advisors LLC 1.64% 206,185 $2.3M
3 Byrne Asset Management LLC 0.99% 153,930 $1.7M
4 Andrew Hill Investment Advisors, Inc. 0.33% 33,354 $368K
5 Future Financial Wealth Managment LLC 0.22% 31,744 $348K
6 MELFA WEALTH MANAGEMENT, INC. 0.21% 33,879 $373K
7 ABSOLUTE INVESTMENT ADVISERS, LLC 0.14% 109,230 $1.2M
8 Wagner Wealth Management, LLC 0.13% 57,401 $633K
9 Braeburn Wealth Management LLC 0.13% 20,000 $220K
10 WHITENER CAPITAL MANAGEMENT, INC. 0.11% 44,094 $486K
11 VISIONARY HORIZONS, LLC 0.10% 18,315 $202K
12 GILL CAPITAL PARTNERS, LLC 0.05% 17,102 $188K
13 Alpha Omega Wealth Management LLC 0.02% 10,000 $110K
14 NBC SECURITIES, INC. 0.01% 8,690 $96K
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 10,000 $110K
16 Capital Investment Advisors, LLC 0.00% 24,270 $267K
17 CoreCap Advisors, LLC 0.00% 7,510 $83K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 171,475 $1.9M
19 Anchor Investment Management, LLC 0.00% 2,800 $31K
20 High Point Wealth Management, LLC 0.00% 201 $2K
21 EASTERN BANK 0.00% 11,009 $121K
22 Merkkuri Wealth Advisors LLC 0.00% 213 $2K
23 Cambridge Investment Research Advisors, Inc. 0.00% 40,797
24 Private Wealth Management Group, LLC 0.00% 340 $4K
25 HIGHLINE WEALTH PARTNERS LLC 0.00% 250 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLACKROCK FLOATING RATE INCO (FRA)

What does the Smart Money Trend signal show for FRA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FRA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FRA?

Slight buying edge — 54% buying: Last quarter: 41 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FRA holders?

Strong quality — 25% AUM from major funds: 11 of 83 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FRA?

63% of holders stayed for 2+ years: 52 out of 83 hedge funds have held FRA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.