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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $165M invested in BlackRock Limited Duration Income Trust in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more funds holding

Funds holding: 77 → 85 (+8)

3% less capital invested

Capital invested by funds: $170M → $165M (-$4.89M)

2.87% less ownership

Funds ownership: 33.56% → 30.69% (-2.9%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$2M
2
GP
Gridiron Partners
Pennsylvania
+$1.81M
3
UBS Group
UBS Group
Switzerland
+$747K
4
BZWA
Blue Zone Wealth Advisors
California
+$335K
5
Bank of America
Bank of America
North Carolina
+$307K

Top Sellers

Rank Fund Capital Flow
1
VVP
Venture Visionary Partners
Ohio
-$4.21M
2
CWA
Cura Wealth Advisors
Illinois
-$1.1M
3
RRA
Round Rock Advisors
Connecticut
-$501K
4
GC
Guggenheim Capital
Illinois
-$398K
5
Morgan Stanley
Morgan Stanley
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
26
Peregrine Asset Advisers
Oregon
$825K -$707 -50 -0.1%
VAM
27
Verity Asset Management
North Carolina
$780K +$17.6K +1,243 +2%
WA
28
Wealth Alliance
New York
$777K -$3.1K -219 -0.4%
SAM
29
Smith Asset Management
Florida
$749K +$14.5K +1,028 +2%
VIA
30
Virtus Investment Advisers
Connecticut
$713K +$34.7K +2,454 +5%
NA
31
NewEdge Advisors
Louisiana
$657K +$16.2K +1,145 +3%
Comerica Bank
32
Comerica Bank
Texas
$647K -$80.6K -5,703 -11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$541K +$176K +12,477 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$525K -$96.6K -6,835 -15%
Ameriprise
35
Ameriprise
Minnesota
$394K +$204K +14,431 +106%
OCM
36
Orleans Capital Management
Louisiana
$385K -$184K -13,000 -32%
SRC
37
Shufro Rose & Co
New York
$366K – – –
PCM
38
Pointe Capital Management
Michigan
$361K -$11.3K -800 -3%
BPA
39
Beacon Pointe Advisors
California
$357K +$60.5K +4,277 +20%
JHCP
40
Jackson Hole Capital Partners
Oklahoma
$354K +$136K +9,643 +62%
KAS
41
Kestra Advisory Services
Texas
$319K -$64K -4,527 -17%
CPRC
42
Consolidated Portfolio Review Corp
New York
$305K +$2.46K +174 +0.8%
WW
43
Waterfront Wealth
Kansas
$297K -$74.4K -5,264 -20%
BPAMU
44
BTG Pactual Asset Management US
New York
$292K -$241K -17,052 -45%
CWA
45
Cura Wealth Advisors
Illinois
$241K -$1.1M -78,030 -82%
MML Investors Services
46
MML Investors Services
Massachusetts
$223K +$1.55K +110 +0.7%
MCM
47
MAI Capital Management
Ohio
$218K +$1.51K +107 +0.7%
AAS
48
Annex Advisory Services
Wisconsin
$216K – – –
PFS
49
Prospera Financial Services
Texas
$213K +$5.75K +407 +3%
FAG
50
Fortitude Advisory Group
Washington
$208K – – –
1
2
3 4

BLW Hedge Fund Activity: Q3 2025 in Review

85 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2025, worth a combined $165M — down 2.9% from $170M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLW positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $2M. The largest seller was Venture Visionary Partners, cutting an estimated $4.21M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $165M of BlackRock Limited Duration Income Trust stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 16 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2025 was NewEdge Wealth, an estimated $2M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2025 was Venture Visionary Partners, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2025.