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BlackRock Limited Duration Income Trust
BLW

77 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $167M → $170M (+$3.22M)

0.55% more ownership

Funds ownership: 33.01% → 33.56% (+0.55%)

0% more funds holding

Funds holding: 77 → 77 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VVP
Venture Visionary Partners
Ohio
+$974K
2
GC
Guggenheim Capital
Illinois
+$891K
3
Morgan Stanley
Morgan Stanley
New York
+$777K
4
Wells Fargo
Wells Fargo
California
+$222K
5
Bank of America
Bank of America
North Carolina
+$219K

Top Sellers

Rank Fund Capital Flow
1
PS
Principal Securities
Iowa
-$564K
2
EFG
Ethos Financial Group
Pennsylvania
-$290K
3
VIA
Virtus Investment Advisers
Connecticut
-$227K
4
SIC
Samalin Investment Counsel
New York
-$168K
5
AWS
Atria Wealth Solutions
New York
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$211K – – –
PFS
52
Prospera Financial Services
Texas
$209K -$4.92K -356 -2%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$201K +$4.73K +342 +2%
PMG
54
ProVise Management Group
Florida
$196K – – –
Ameriprise
55
Ameriprise
Minnesota
$194K -$70.9K -5,130 -27%
Stifel Financial
56
Stifel Financial
Missouri
$177K – – –
CIAS
57
Capital Investment Advisory Services
North Carolina
$158K +$154K +11,138 New
WFA
58
WMG Financial Advisors
Tennessee
$150K – – –
PWAM
59
Papamarkou Wellner Asset Management
New York
$142K – – –
HCM
60
Hollencrest Capital Management
California
$49.6K – – –
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$46.7K +$45.6K +3,300 New
NFSG
62
Newbridge Financial Services Group
Florida
$42.2K +$41.2K +2,979 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$40.6K +$940 +68 +2%
IA
64
IFP Advisors
Florida
$34.6K +$691 +50 +2%
CA
65
CoreCap Advisors
Michigan
$33.3K -$13.5K -975 -29%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$26.9K – – –
BWL
67
Bogart Wealth LLC
Virginia
$22.9K – – –
MA
68
Montag & Associates
Georgia
$20K – – –
CBT
69
Crews Bank & Trust
Florida
$19.1K – – –
BTI
70
Blue Trust Inc
Georgia
$18.6K – – –
AF
71
Allworth Financial
California
$18.5K +$194 +14 +1%
MTIC
72
Missouri Trust & Investment Company
Missouri
$17.6K +$553 +40 +3%
GWM
73
Geneos Wealth Management
Colorado
$14.1K -$13.7K -991 -50%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$7.09K – – –
NSIM
75
North Star Investment Management
Illinois
$7.09K – – –
1 2
3
4

BLW Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2025, worth a combined $170M — up 1.9% from $167M a quarter earlier.

Fund positioning in BLW was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 29 added to existing stakes and 21 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $974K. The largest seller was Principal Securities, cutting an estimated $564K.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $170M of BlackRock Limited Duration Income Trust stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2025 was Venture Visionary Partners, an estimated $974K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2025 was Principal Securities, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2025.