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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 81 → 82 (+1)

0.87% less ownership

Funds ownership: 28.26% → 27.39% (-0.87%)

3% less capital invested

Capital invested by funds: $174M → $168M (-$5.17M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.53M
2
OA
Oxbow Advisors
Texas
+$980K
3
KAS
Kestra Advisory Services
Texas
+$728K
4
BI
Bramshill Investments
Florida
+$702K
5
CW
CreativeOne Wealth
Kansas
+$285K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$3.41M
2
FFA
First Foundation Advisors
California
-$1.69M
3
WW
Waterfront Wealth
Kansas
-$1.09M
4
NFSG
Newbridge Financial Services Group
Florida
-$925K
5
IWM
IHT Wealth Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$927K -$55.2K -3,214 -6%
PCM
27
Pointe Capital Management
Michigan
$925K -$15.7K -912 -2%
CFS
28
Capital Financial Services
New York
$888K +$51.5K +3,000 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$838K -$41.5K -2,419 -5%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$835K -$418K -24,350 -33%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$773K +$160K +9,316 +26%
KAS
32
Kestra Advisory Services
Texas
$724K +$728K +42,371 New
GA
33
Greytown Advisors
Florida
$718K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$707K +$10.4K +606 +1%
PMG
35
ProVise Management Group
Florida
$627K -$1.37K -80 -0.2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$579K +$90.5K +5,269 +18%
CA
37
Cetera Advisors
Colorado
$556K +$142K +8,253 +34%
SPIA
38
Steward Partners Investment Advisory
New York
$478K +$40.3K +2,347 +9%
VEA
39
Virtus ETF Advisers
New York
$463K +$10.7K +624 +2%
WA
40
Wealth Alliance
New York
$426K -$48K -2,797 -10%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$408K -$45.1K -2,627 -10%
DJSG
42
D.J. St. Germain
Massachusetts
$359K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$349K +$532 +31 +0.2%
CW
44
CreativeOne Wealth
Kansas
$284K +$285K +16,592 New
FFA
45
First Foundation Advisors
California
$247K -$1.69M -98,160 -87%
AWG
46
Altus Wealth Group
Colorado
$231K +$10K +583 +5%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$224K +$137 +8 +0.1%
JP Morgan Chase
48
JP Morgan Chase
New York
$210K +$211K +12,288 New
CB
49
Commerce Bank
Missouri
$195K – – –
RJT
50
Raymond James Trust
Florida
$190K -$59.3K -3,450 -24%
1
2
3 4

BLW Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2021, worth a combined $168M — down 3% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLW positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Capital Investment Advisors, cutting an estimated $3.41M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $168M of BlackRock Limited Duration Income Trust stock for Q3 2021, down 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.53M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2021 was Capital Investment Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2021.