BlackRock Limited Duration Income Trust
BLW
82 hedge funds and large institutions have $139M invested in BlackRock Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 81 → 82 (+1)
1.68% less ownership
Funds ownership: 30% → 28.32% (-1.7%)
13% less capital invested
Capital invested by funds: $160M → $139M (-$21.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.52M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$936K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$609K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$459K |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.73M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$1.71M |
| 3 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
|
-$1.34M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.17M |
| 5 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$809K |
BLW Hedge Fund Activity: Q1 2026 in Review
82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2026, worth a combined $139M — down 13% from $160M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BLW positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.52M. The largest seller was Morgan Stanley, cutting an estimated $5.73M.
- 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2026, up from 81 in Q4 2025.
- Funds reported $139M of BlackRock Limited Duration Income Trust stock for Q1 2026, down 13% quarter-over-quarter.
- 12 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2026 and 10 closed out, a net change of +2 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2026 was Shaker Financial Services, an estimated $1.52M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2026 was Morgan Stanley, an estimated $5.73M sold.
Based on aggregated 13F filings for Q1 2026.