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BlackRock Limited Duration Income Trust
BLW

81 hedge funds and large institutions have $160M invested in BlackRock Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% less ownership

Funds ownership: 30.69% → 30% (-0.69%)

3% less capital invested

Capital invested by funds: $165M → $160M (-$5.08M)

5% less funds holding

Funds holding: 85 → 81 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$963K
2
Morgan Stanley
Morgan Stanley
New York
+$773K
3
UBS Group
UBS Group
Switzerland
+$668K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$560K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$502K

Top Sellers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
-$3.05M
2
GC
Guggenheim Capital
Illinois
-$1.13M
3
FA
Fountainhead AM
New Jersey
-$1.01M
4
BZWA
Blue Zone Wealth Advisors
California
-$838K
5
Wells Fargo
Wells Fargo
California
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$212K – – –
PFS
52
Prospera Financial Services
Texas
$210K +$1.52K +110 +0.7%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$205K +$6.99K +505 +4%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$204K +$4.92K +355 +2%
FAG
55
Fortitude Advisory Group
Washington
$204K – – –
CIA
56
Concurrent Investment Advisors
Florida
$179K +$2.45K +177 +1%
DFA
57
Delta Financial Advisors
Louisiana
$174K +$176K +12,700 New
PMG
58
ProVise Management Group
Florida
$174K -$15.9K -1,150 -8%
SIC
59
Samalin Investment Counsel
New York
$167K +$97 +7 +0.1%
WA
60
Walsh & Associates
Florida
$151K +$152K +11,000 New
MWM
61
Maimon Wealth Management
Israel
$137K +$138K +10,000 New
HCM
62
Hollencrest Capital Management
California
$48.1K – – –
IA
63
IFP Advisors
Florida
$35K +$748 +54 +2%
AF
64
Allworth Financial
California
$29.5K +$11.4K +826 +63%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$26.1K – – –
BWL
66
Bogart Wealth LLC
Virginia
$22.2K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$21K -$1.39K -100 -6%
CBT
68
Crews Bank & Trust
Florida
$18.5K – – –
BTI
69
Blue Trust Inc
Georgia
$18K – – –
CA
70
CoreCap Advisors
Michigan
$17.9K -$14.9K -1,076 -45%
FFA
71
Farther Finance Advisors
California
$11.7K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$9.81K +$9.89K +714 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$7.6K -$4.74K -342 -38%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$6.87K – – –
NSIM
75
North Star Investment Management
Illinois
$6.87K – – –
1 2
3
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BLW Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2025, worth a combined $160M — down 3.1% from $165M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BLW and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $963K. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $3.05M sold.

  • 81 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2025, down from 85 in Q3 2025.
  • Funds reported $160M of BlackRock Limited Duration Income Trust stock for Q4 2025, down 3.1% quarter-over-quarter.
  • 11 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2025 and 14 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2025 was Lido Advisors, an estimated $963K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2025 was GraniteShares Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2025.