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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

81 hedge funds and large institutions have $174M invested in BlackRock Limited Duration Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
25
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$8.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.8M
3
BI
3
Bramshill Investments
Florida
$10.3M
4
UBS Group
4
UBS Group
Switzerland
$20.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.05M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$1.95M
3
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$775K
4
Invesco
4
Invesco
Georgia
$7.19M
5
WW
5
Waterfront Wealth
Kansas
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$204K 12,000 -19,300 -62%
Jane Street
52
Jane Street
New York
$201K 11,836 +11,836 New
CB
53
Commerce Bank
Missouri
$194K 11,400 – –
ACM
54
Alethea Capital Management
Washington
$185K 10,871 – –
VVP
55
Venture Visionary Partners
Ohio
$182K 10,737 +10,737 New
RCA
56
Ranch Capital Advisors
Florida
$139K 8,217 – –
CHA
57
Carmichael Hill & Associates
Maryland
$107K 6,307 – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$104K 6,131 -2,909 -32%
APA
59
American Portfolios Advisors
New York
$92.7K 5,444 -1,488 -21%
CFA
60
Carroll Financial Associates
North Carolina
$83K 4,878 -1,759 -27%
FIA
61
FNY Investment Advisers
New York
$59K 3,500 -3,760 -52%
US Bancorp
62
US Bancorp
Minnesota
$36K 2,100 – –
AWA
63
Arkadios Wealth Advisors
Georgia
$35K 2,067 +1,668 +418%
JPLA
64
Joseph P. Lucia & Associates
New York
$34K 2,000 – –
BCWM
65
Bartlett & Co Wealth Management
Ohio
$32.3K 1,900 – –
BC
66
Bartlett & Co
Ohio
$32K 1,900 – –
AA
67
Addison Advisors
Vermont
$32K 1,867 +1,867 New
MA
68
Montag & Associates
Georgia
$24K 1,410 – –
HI
69
Hoey Investments
Pennsylvania
$23K 1,347 – –
CHC
70
City Holding Co
West Virginia
$22K 1,265 – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$16K 950 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$12K 692 -22,983 -97%
NSIM
73
North Star Investment Management
Illinois
$9K 500 – –
MFT
74
Moisand Fitzgerald Tamayo
Florida
$9K 500 +500 New
AIM
75
Anchor Investment Management
South Carolina
$8.51K 500 – –
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