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BlackRock Limited Duration Income Trust
BLW

77 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $167M → $170M (+$3.22M)

0.55% more ownership

Funds ownership: 33.01% → 33.56% (+0.55%)

0% more funds holding

Funds holding: 77 → 77 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VVP
Venture Visionary Partners
Ohio
+$974K
2
GC
Guggenheim Capital
Illinois
+$891K
3
Morgan Stanley
Morgan Stanley
New York
+$777K
4
Wells Fargo
Wells Fargo
California
+$222K
5
Bank of America
Bank of America
North Carolina
+$219K

Top Sellers

Rank Fund Capital Flow
1
PS
Principal Securities
Iowa
-$564K
2
EFG
Ethos Financial Group
Pennsylvania
-$290K
3
VIA
Virtus Investment Advisers
Connecticut
-$227K
4
SIC
Samalin Investment Counsel
New York
-$168K
5
AWS
Atria Wealth Solutions
New York
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
26
Peregrine Asset Advisers
Oregon
$836K +$180 +13 +0%
WA
27
Wealth Alliance
New York
$790K +$15.1K +1,089 +2%
VAM
28
Verity Asset Management
North Carolina
$772K -$3.3K -239 -0.4%
SAM
29
Smith Asset Management
Florida
$744K -$7.51K -543 -1%
Comerica Bank
30
Comerica Bank
Texas
$736K +$62.9K +4,552 +10%
VIA
31
Virtus Investment Advisers
Connecticut
$687K -$227K -16,427 -25%
NA
32
NewEdge Advisors
Louisiana
$649K -$9.68K -700 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$629K -$6.47K -468 -1%
OCM
34
Orleans Capital Management
Louisiana
$574K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$552K +$38.8K +2,808 +8%
BPAMU
36
BTG Pactual Asset Management US
New York
$534K – – –
RRA
37
Round Rock Advisors
Connecticut
$501K +$20.9K +1,513 +4%
KAS
38
Kestra Advisory Services
Texas
$387K +$214K +15,475 +131%
WW
39
Waterfront Wealth
Kansas
$380K -$56.7K -4,101 -13%
PCM
40
Pointe Capital Management
Michigan
$377K – – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$372K -$7.42K -537 -2%
SRC
42
Shufro Rose & Co
New York
$366K – – –
CPRC
43
Consolidated Portfolio Review Corp
New York
$306K -$88.2K -6,381 -23%
BPA
44
Beacon Pointe Advisors
California
$301K -$2.28K -165 -0.8%
US Bancorp
45
US Bancorp
Minnesota
$282K – – –
CIA
46
Concurrent Investment Advisors
Florida
$254K +$32.7K +2,364 +15%
MML Investors Services
47
MML Investors Services
Massachusetts
$225K +$3.03K +219 +1%
JHCP
48
Jackson Hole Capital Partners
Oklahoma
$222K +$216K +15,624 New
MCM
49
MAI Capital Management
Ohio
$219K +$1.45K +105 +0.7%
AAS
50
Annex Advisory Services
Wisconsin
$218K – – –
1
2
3 4

BLW Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2025, worth a combined $170M — up 1.9% from $167M a quarter earlier.

Fund positioning in BLW was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 29 added to existing stakes and 21 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $974K. The largest seller was Principal Securities, cutting an estimated $564K.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $170M of BlackRock Limited Duration Income Trust stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2025 was Venture Visionary Partners, an estimated $974K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2025 was Principal Securities, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2025.