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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

79 hedge funds and large institutions have $173M invested in BlackRock Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
30
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$4.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$6.99M
3
SFS
3
Shaker Financial Services
Virginia
$2.73M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.27M
5
Wells Fargo
5
Wells Fargo
California
$6.69M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.2M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$0
4
HBCM
4
Heron Bay Capital Management
Michigan
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$238K 14,222 +14,222 New
AWG
52
Altus Wealth Group
Colorado
$220K 12,950 -760 -6%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$219K 13,097 -1,142 -8%
CB
54
Commerce Bank
Missouri
$191K 11,400 +11,400 New
ACM
55
Alethea Capital Management
Washington
$182K 10,871 -645 -6%
MML Investors Services
56
MML Investors Services
Massachusetts
$178K 10,643 +107 +1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$151K 9,040 – –
RCA
58
Ranch Capital Advisors
Florida
$137K 8,217 – –
FIA
59
FNY Investment Advisers
New York
$121K 7,260 +5,760 +384%
APA
60
American Portfolios Advisors
New York
$116K 6,932 +6,517 +1,570%
CFA
61
Carroll Financial Associates
North Carolina
$111K 6,637 +6,637 New
CHA
62
Carmichael Hill & Associates
Maryland
$106K 6,307 – –
VBCG
63
Valley Brook Capital Group
Pennsylvania
$102K 6,100 -550 -8%
US Bancorp
64
US Bancorp
Minnesota
$35K 2,100 – –
JPLA
65
Joseph P. Lucia & Associates
New York
$33K 2,000 -1,162 -37%
BC
66
Bartlett & Co
Ohio
$32K 1,900 – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$31.8K 1,900 – –
MA
68
Montag & Associates
Georgia
$24K 1,410 – –
HI
69
Hoey Investments
Pennsylvania
$23K 1,347 – –
CHC
70
City Holding Co
West Virginia
$21K 1,265 – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$16K 950 – –
AIM
72
Anchor Investment Management
South Carolina
$8.38K 500 +500 New
NSIM
73
North Star Investment Management
Illinois
$8K 500 – –
CFGS
74
Concourse Financial Group Securities
Alabama
$8K 477 – –
AF
75
Allworth Financial
California
$7K 407 +7 +2%
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