We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust
BLW

78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% less ownership

Funds ownership: 30.69% → 30.3% (-0.39%)

2% less capital invested

Capital invested by funds: $153M → $151M (-$2.35M)

3% less funds holding

Funds holding: 80 → 78 (-2)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.91M
2
LPL Financial
LPL Financial
California
+$1.81M
3
LCM
Landscape Capital Management
New Jersey
+$389K
4
SRC
Shufro Rose & Co
New York
+$355K
5
VEA
Virtus ETF Advisers
New York
+$246K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.75M
2
BZWA
Blue Zone Wealth Advisors
California
-$1.39M
3
UBS Group
UBS Group
Switzerland
-$953K
4
Jane Street
Jane Street
New York
-$713K
5
Osaic Holdings
Osaic Holdings
Arizona
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Alliance
New York
$711K -$34.1K -2,488 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$702K +$50.8K +3,701 +8%
NA
28
NewEdge Advisors
Louisiana
$701K -$13.3K -970 -2%
GA
29
Greytown Advisors
Florida
$605K -$25K -1,820 -4%
RJA
30
Raymond James & Associates
Florida
$578K -$52K -3,791 -8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$563K -$12.7K -923 -2%
Comerica Bank
32
Comerica Bank
Texas
$465K -$18.1K -1,317 -4%
NS
33
NBC Securities
Alabama
$440K -$3.81K -278 -0.9%
KAS
34
Kestra Advisory Services
Texas
$416K +$74.8K +5,454 +22%
LCM
35
Landscape Capital Management
New Jersey
$395K +$389K +28,325 New
PCM
36
Pointe Capital Management
Michigan
$372K – – –
CPRC
37
Consolidated Portfolio Review Corp
New York
$371K +$11.7K +856 +3%
SRC
38
Shufro Rose & Co
New York
$362K +$355K +25,900 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$352K -$296K -21,549 -46%
US Bancorp
40
US Bancorp
Minnesota
$278K – – –
Stifel Financial
41
Stifel Financial
Missouri
$257K -$16.8K -1,226 -6%
Ameriprise
42
Ameriprise
Minnesota
$256K +$78.3K +5,707 +45%
BPA
43
Beacon Pointe Advisors
California
$215K – – –
CHA
44
Carmichael Hill & Associates
Maryland
$210K +$1.28K +93 +0.6%
CIA
45
Concurrent Investment Advisors
Florida
$210K +$207K +15,066 New
LA
46
LM Advisors
California
$208K -$26.8K -1,950 -12%
FAG
47
Fortitude Advisory Group
Washington
$207K – – –
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$199K +$4.5K +328 +2%
AWS
49
Atria Wealth Solutions
New York
$198K – – –
PMG
50
ProVise Management Group
Florida
$191K -$13K -950 -7%
1
2
3 4

BLW Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2024, worth a combined $151M — down 1.5% from $153M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BLW and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.91M. The largest seller was Guggenheim Capital, cutting an estimated $1.75M.

  • 78 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2024, down from 80 in Q1 2024.
  • Funds reported $151M of BlackRock Limited Duration Income Trust stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.91M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2024 was Guggenheim Capital, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2024.