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BlackRock Limited Duration Income Trust
BLW

77 hedge funds and large institutions have $167M invested in BlackRock Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $154M → $167M (+$12.4M)

2.44% more ownership

Funds ownership: 30.57% → 33.01% (+2.4%)

1% more funds holding

Funds holding: 76 → 77 (+1)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
35
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VVP
Venture Visionary Partners
Ohio
+$6.51M
2
EFG
Ethos Financial Group
Pennsylvania
+$2.25M
3
GC
Guggenheim Capital
Illinois
+$1.34M
4
VIA
Virtus Investment Advisers
Connecticut
+$922K
5
Wells Fargo
Wells Fargo
California
+$911K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.3M
2
VEA
Virtus ETF Advisers
New York
-$725K
3
JFG
Jefferies Financial Group
New York
-$522K
4
Raymond James Financial
Raymond James Financial
Florida
-$484K
5
CIA
Capital Investment Advisors
Georgia
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$845K +$20.8K +1,463 +3%
PAA
27
Peregrine Asset Advisers
Oregon
$834K +$1.51K +106 +0.2%
VAM
28
Verity Asset Management
North Carolina
$773K +$6.81K +479 +0.9%
WA
29
Wealth Alliance
New York
$772K -$43.1K -3,036 -5%
SAM
30
Smith Asset Management
Florida
$750K +$4.76K +335 +0.6%
Comerica Bank
31
Comerica Bank
Texas
$670K +$121K +8,481 +22%
NA
32
NewEdge Advisors
Louisiana
$657K -$1.42K -100 -0.2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$634K -$14.1K -992 -2%
OCM
34
Orleans Capital Management
Louisiana
$573K – – –
BPAMU
35
BTG Pactual Asset Management US
New York
$532K -$76.7K -5,400 -13%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$511K -$8.65K -609 -2%
RRA
37
Round Rock Advisors
Connecticut
$478K +$290K +20,378 +151%
WW
38
Waterfront Wealth
Kansas
$437K -$109K -7,659 -20%
CPRC
39
Consolidated Portfolio Review Corp
New York
$396K +$3.48K +245 +0.9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$378K +$115K +8,068 +43%
PCM
41
Pointe Capital Management
Michigan
$376K – – –
SRC
42
Shufro Rose & Co
New York
$366K – – –
BPA
43
Beacon Pointe Advisors
California
$302K +$112K +7,903 +59%
US Bancorp
44
US Bancorp
Minnesota
$281K – – –
Ameriprise
45
Ameriprise
Minnesota
$266K +$17.1K +1,204 +7%
MML Investors Services
46
MML Investors Services
Massachusetts
$221K +$2.15K +151 +1%
CIA
47
Concurrent Investment Advisors
Florida
$220K +$1.34K +94 +0.6%
AAS
48
Annex Advisory Services
Wisconsin
$218K – – –
MCM
49
MAI Capital Management
Ohio
$217K +$1.45K +102 +0.7%
PFS
50
Prospera Financial Services
Texas
$214K +$15.2K +1,073 +8%
1
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BLW Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2025, worth a combined $167M — up 8% from $154M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BLW positions and 3 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $6.51M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $167M of BlackRock Limited Duration Income Trust stock for Q1 2025, up 8% quarter-over-quarter.
  • 5 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2025 was Venture Visionary Partners, an estimated $6.51M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2025 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.