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BlackRock Limited Duration Income Trust
BLW

81 hedge funds and large institutions have $160M invested in BlackRock Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% less ownership

Funds ownership: 30.69% → 30% (-0.69%)

3% less capital invested

Capital invested by funds: $165M → $160M (-$5.08M)

5% less funds holding

Funds holding: 85 → 81 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$963K
2
Morgan Stanley
Morgan Stanley
New York
+$773K
3
UBS Group
UBS Group
Switzerland
+$668K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$560K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$502K

Top Sellers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
-$3.05M
2
GC
Guggenheim Capital
Illinois
-$1.13M
3
FA
Fountainhead AM
New Jersey
-$1.01M
4
BZWA
Blue Zone Wealth Advisors
California
-$838K
5
Wells Fargo
Wells Fargo
California
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Smith Asset Management
Florida
$749K +$13.9K +1,003 +2%
WA
27
Wealth Alliance
New York
$713K -$50.2K -3,624 -7%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$710K -$227K -16,373 -24%
NA
29
NewEdge Advisors
Louisiana
$642K -$2.08K -150 -0.3%
Comerica Bank
30
Comerica Bank
Texas
$586K -$48.8K -3,527 -8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$561K +$30K +2,169 +6%
IWC
32
Integrated Wealth Concepts
Massachusetts
$556K +$560K +40,451 New
KAS
33
Kestra Advisory Services
Texas
$521K +$209K +15,125 +66%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$498K +$502K +36,255 New
VIA
35
Virtus Investment Advisers
Connecticut
$493K -$208K -15,030 -30%
SRC
36
Shufro Rose & Co
New York
$469K +$114K +8,250 +32%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$449K +$337K +24,338 +291%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$414K -$102K -7,358 -20%
JHCP
39
Jackson Hole Capital Partners
Oklahoma
$380K +$33.5K +2,421 +10%
OCM
40
Orleans Capital Management
Louisiana
$375K -$2.77K -200 -0.7%
Ameriprise
41
Ameriprise
Minnesota
$372K -$13.9K -1,006 -4%
PCM
42
Pointe Capital Management
Michigan
$354K – – –
WAM
43
Wolverine Asset Management
Illinois
$338K +$341K +24,634 New
Jane Street
44
Jane Street
New York
$335K +$337K +24,350 New
BPA
45
Beacon Pointe Advisors
California
$295K -$55.9K -4,035 -16%
BPAMU
46
BTG Pactual Asset Management US
New York
$292K – – –
WW
47
Waterfront Wealth
Kansas
$280K -$17K -1,227 -6%
IWM
48
IHT Wealth Management
Illinois
$225K +$35.2K +2,542 +18%
MML Investors Services
49
MML Investors Services
Massachusetts
$224K +$4.25K +307 +2%
MCM
50
MAI Capital Management
Ohio
$216K +$1.54K +111 +0.7%
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BLW Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2025, worth a combined $160M — down 3.1% from $165M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BLW and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $963K. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $3.05M sold.

  • 81 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2025, down from 85 in Q3 2025.
  • Funds reported $160M of BlackRock Limited Duration Income Trust stock for Q4 2025, down 3.1% quarter-over-quarter.
  • 11 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2025 and 14 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2025 was Lido Advisors, an estimated $963K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2025 was GraniteShares Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2025.