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BlackRock Limited Duration Income Trust

77 hedge funds and large institutions have $167M invested in BlackRock Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $154M → $167M (+$12.4M)

2.44% more ownership

Funds ownership: 30.57%33.01% (+2.4%)

1% more funds holding

Funds holding: 7677 (+1)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
35
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$198K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$196K +$3.11K +219 +2%
PMG
53
ProVise Management Group
Florida
$195K -$6.75K -475 -3%
Stifel Financial
54
Stifel Financial
Missouri
$176K -$50.1K -3,523 -22%
SIC
55
Samalin Investment Counsel
New York
$168K +$3.62K +255 +2%
KAS
56
Kestra Advisory Services
Texas
$167K +$6.57K +462 +4%
AWS
57
Atria Wealth Solutions
New York
$165K
WFA
58
WMG Financial Advisors
Tennessee
$150K
PWAM
59
Papamarkou Wellner Asset Management
New York
$140K
HCM
60
Hollencrest Capital Management
California
$49.5K
CFB
61
Cullen/Frost Bankers
Texas
$49.4K
CA
62
CoreCap Advisors
Michigan
$47K -$18.8K -1,326 -29%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$39.5K +$938 +66 +2%
IA
64
IFP Advisors
Florida
$33.8K +$696 +49 +2%
GWM
65
Geneos Wealth Management
Colorado
$28K +$28.2K +1,982 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$26.9K
BWL
67
Bogart Wealth LLC
Virginia
$22.9K
MA
68
Montag & Associates
Georgia
$19.9K
CBT
69
Crews Bank & Trust
Florida
$19.1K +$19.2K +1,350 New
BTI
70
Blue Trust Inc
Georgia
$18.5K +$440 +31 +2%
AF
71
Allworth Financial
California
$17.6K +$199 +14 +1%
MTIC
72
Missouri Trust & Investment Company
Missouri
$17K +$398 +28 +2%
EC
73
Elequin Capital
New York
$8.94K +$8.98K +632 New
MFT
74
Moisand Fitzgerald Tamayo
Florida
$7.07K
NSIM
75
North Star Investment Management
Illinois
$7.07K

BLW Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2025, worth a combined $167M — up 8% from $154M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BLW positions and 3 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $6.51M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $167M of BlackRock Limited Duration Income Trust stock for Q1 2025, up 8% quarter-over-quarter.
  • 5 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2025 was Venture Visionary Partners, an estimated $6.51M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2025 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.