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BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 85 → 80 (-5)

13.54% less ownership

Funds ownership: 44.23% → 30.69% (-14%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

30% less capital invested

Capital invested by funds: $221M → $153M (-$67.1M)

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$709K
2
LPL Financial
LPL Financial
California
+$648K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$374K
4
PI
PFG Investments
New York
+$359K
5
HF
HRT Financial
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$59.9M
2
BI
Bramshill Investments
Florida
-$3.86M
3
FFP
FourThought Financial Partners
Florida
-$1.24M
4
Invesco
Invesco
Georgia
-$1.23M
5
GC
Guggenheim Capital
Illinois
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$718K -$128K -9,150 -15%
Jane Street
27
Jane Street
New York
$713K +$709K +50,838 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$657K +$6.21K +445 +1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$654K +$374K +26,771 +135%
RJA
30
Raymond James & Associates
Florida
$634K +$22.7K +1,625 +4%
GA
31
Greytown Advisors
Florida
$633K -$87.2K -6,250 -12%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$579K +$18.3K +1,314 +3%
VEA
33
Virtus ETF Advisers
New York
$574K +$105K +7,518 +23%
Comerica Bank
34
Comerica Bank
Texas
$486K +$9.59K +687 +2%
NS
35
NBC Securities
Alabama
$446K -$2K -143 -0.4%
CAN
36
Cetera Advisor Networks
California
$390K -$172K -12,339 -31%
PCM
37
Pointe Capital Management
Michigan
$374K – – –
CPRC
38
Consolidated Portfolio Review Corp
New York
$361K -$23.2K -1,663 -6%
PI
39
PFG Investments
New York
$361K +$359K +25,703 New
KAS
40
Kestra Advisory Services
Texas
$341K -$13.6K -972 -4%
US Bancorp
41
US Bancorp
Minnesota
$279K – – –
Stifel Financial
42
Stifel Financial
Missouri
$275K -$18.2K -1,303 -6%
LA
43
LM Advisors
California
$236K -$20.9K -1,500 -8%
HF
44
HRT Financial
New York
$219K +$218K +15,657 New
BPA
45
Beacon Pointe Advisors
California
$216K +$4.63K +332 +2%
CHA
46
Carmichael Hill & Associates
Maryland
$210K +$6.86K +492 +3%
FAG
47
Fortitude Advisory Group
Washington
$208K +$30K +2,149 +17%
PMG
48
ProVise Management Group
Florida
$205K -$11.2K -800 -5%
AWS
49
Atria Wealth Solutions
New York
$199K – – –
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$195K +$1.48K +106 +0.8%
1
2
3 4

BLW Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2024, worth a combined $153M — down 30% from $221M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BLW and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, opening a new position worth an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2024, down from 85 in Q4 2023.
  • Funds reported $153M of BlackRock Limited Duration Income Trust stock for Q1 2024, down 30% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2024 and 12 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2024 was Jane Street, an estimated $709K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.