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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

75 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.63M
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
AGA
3
Accuvest Global Advisors
Utah
$891K
4
PCM
4
Pointe Capital Management
Michigan
$753K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.83M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$6.67M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
AAM
3
Advisors Asset Management
Colorado
$2.6M
4
Invesco
4
Invesco
Georgia
$8.6M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$212K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$159K 10,212 – –
RJT
52
Raymond James Trust
Florida
$156K 10,042 – –
SSB
53
Sandy Spring Bank
Maryland
$78K 5,000 – –
IA
54
IFP Advisors
Florida
$70K 4,513 – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$67K 4,300 – –
MFW
56
Mosaic Family Wealth
Missouri
$66K 4,219 – –
CHC
57
City Holding Co
West Virginia
$56K 3,570 – –
US Bancorp
58
US Bancorp
Minnesota
$51K 3,256 – –
Creative Planning
59
Creative Planning
Kansas
$48K 3,058 – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$32K 2,078 +67 +3%
SPIA
61
Steward Partners Investment Advisory
New York
$25K 1,615 – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$24K 1,500 -725 -33%
AWM
63
Avior Wealth Management
Nebraska
$16K 1,000 – –
DADC
64
D.A. Davidson & Co
Montana
$14K 953 – –
Citigroup
65
Citigroup
New York
$12K 800 – –
NSIM
66
North Star Investment Management
Illinois
$12K 765 – –
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$9K 578 – –
ASN
68
Advisory Services Network
Georgia
$9K 600 +600 New
PCM
69
Penserra Capital Management
California
$8K 526 -62 -11%
IWM
70
IHT Wealth Management
Illinois
$8K 500 – –
TJHA
71
Thomas J. Herzfeld Advisors
Florida
$4K 250 – –
CFA
72
Carroll Financial Associates
North Carolina
$4K 313 – –
FANJ
73
Financial Architects (New Jersey)
New Jersey
$3K 200 – –
JCM
74
Jacobi Capital Management
Pennsylvania
$2K 150 – –
JHIU
75
Janus Henderson Investors US
Colorado
– – -12,384 Closed
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