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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $165M invested in BlackRock Limited Duration Income Trust in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

10% more funds holding

Funds holding: 77 → 85 (+8)

3% less capital invested

Capital invested by funds: $170M → $165M (-$4.89M)

2.87% less ownership

Funds ownership: 33.56% → 30.69% (-2.9%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$2M
2
GP
Gridiron Partners
Pennsylvania
+$1.81M
3
UBS Group
UBS Group
Switzerland
+$747K
4
BZWA
Blue Zone Wealth Advisors
California
+$335K
5
Bank of America
Bank of America
North Carolina
+$307K

Top Sellers

Rank Fund Capital Flow
1
VVP
Venture Visionary Partners
Ohio
-$4.21M
2
CWA
Cura Wealth Advisors
Illinois
-$1.1M
3
RRA
Round Rock Advisors
Connecticut
-$501K
4
GC
Guggenheim Capital
Illinois
-$398K
5
Morgan Stanley
Morgan Stanley
New York
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$203K +$4.88K +345 +2%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$201K +$203K +14,386 New
IWM
53
IHT Wealth Management
Illinois
$194K +$195K +13,824 New
PMG
54
ProVise Management Group
Florida
$193K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$189K -$359K -25,403 -65%
CIA
56
Concurrent Investment Advisors
Florida
$180K -$71.8K -5,080 -28%
SIC
57
Samalin Investment Counsel
New York
$170K +$172K +12,163 New
MSAM
58
Moloney Securities Asset Management
Missouri
$154K +$155K +11,000 New
RAM
59
Readystate Asset Management
Illinois
$150K +$151K +10,715 New
PWAM
60
Papamarkou Wellner Asset Management
New York
$140K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$117K +$118K +8,366 New
GP
62
Gridiron Partners
Pennsylvania
$83.7K +$1.81M +128,005 New
HCM
63
Hollencrest Capital Management
California
$49K – – –
IA
64
IFP Advisors
Florida
$34.9K +$721 +51 +2%
NFSG
65
Newbridge Financial Services Group
Florida
$34.7K -$7.07K -500 -17%
CA
66
CoreCap Advisors
Michigan
$33.3K +$353 +25 +1%
WANY
67
Wealthspire Advisors (New York)
New York
$31.5K +$31.8K +2,253 New
BCWM
68
Bartlett & Co Wealth Management
Ohio
$26.6K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$22.8K +$23K +1,626 New
BWL
70
Bogart Wealth LLC
Virginia
$22.7K – – –
CBT
71
Crews Bank & Trust
Florida
$18.9K – – –
AF
72
Allworth Financial
California
$18.5K +$198 +14 +1%
BTI
73
Blue Trust Inc
Georgia
$18.3K – – –
MTIC
74
Missouri Trust & Investment Company
Missouri
$17.4K – – –
PA
75
Parallel Advisors
California
$14K +$14.1K +1,000 New
1 2
3
4

BLW Hedge Fund Activity: Q3 2025 in Review

85 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2025, worth a combined $165M — down 2.9% from $170M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLW positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $2M. The largest seller was Venture Visionary Partners, cutting an estimated $4.21M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $165M of BlackRock Limited Duration Income Trust stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 16 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2025 was NewEdge Wealth, an estimated $2M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2025 was Venture Visionary Partners, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2025.