BLW icon

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
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.05%
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
Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$198K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$196K +$3.1K +219 +2%
PMG
53
ProVise Management Group
Florida
$195K -$6.72K -475 -3%
Stifel Financial
54
Stifel Financial
Missouri
$176K -$49.8K -3,523 -22%
SIC
55
Samalin Investment Counsel
New York
$168K +$3.61K +255 +2%
KAS
56
Kestra Advisory Services
Texas
$167K +$6.53K +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 +$933 +66 +2%
IA
64
IFP Advisors
Florida
$33.8K +$693 +49 +2%
GWM
65
Geneos Wealth Management
Colorado
$28K +$28K +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 +$19.1K +1,350 New
BTI
70
Blue Trust Inc
Georgia
$18.5K +$438 +31 +2%
AF
71
Allworth Financial
California
$17.6K +$191 +14 +1%
MTIC
72
Missouri Trust & Investment Company
Missouri
$17K +$396 +28 +2%
EC
73
Elequin Capital
New York
$8.94K +$8.94K +632 New
NSIM
74
North Star Investment Management
Illinois
$7.07K
MFT
75
Moisand Fitzgerald Tamayo
Florida
$7.07K