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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

79 hedge funds and large institutions have $173M invested in BlackRock Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
30
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$4.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$6.99M
3
SFS
3
Shaker Financial Services
Virginia
$2.73M
4
Wells Fargo
4
Wells Fargo
California
$6.69M
5
UBS Group
5
UBS Group
Switzerland
$19.9M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.2M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$0
4
HBCM
4
Heron Bay Capital Management
Michigan
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$6K 399 -163 -29%
GI
77
Gradient Investments
Minnesota
$6K 340 – –
JCM
78
Jacobi Capital Management
Pennsylvania
$3K 150 – –
SWM
79
Spire Wealth Management
Virginia
$3K 200 +200 New
PAM
80
Panagora Asset Management
Massachusetts
$1K 70 +70 New
PCM
81
Penserra Capital Management
California
– – -317,969 Closed
PCM
82
PenderFund Capital Management
British Columbia, Canada
– – -150,000 Closed
HBCM
83
Heron Bay Capital Management
Michigan
– – -144,805 Closed
KAS
84
Kestra Advisory Services
Texas
– – -69,094 Closed
PAS
85
Park Avenue Securities
New York
– – -50,970 Closed
DAS
86
Dynamic Advisor Solutions
Arizona
– – -20,491 Closed
ZA
87
Zazove Associates
Nevada
– – -18,396 Closed
Citigroup
88
Citigroup
New York
– – -16,878 Closed
LCM
89
Landscape Capital Management
New Jersey
– – -16,413 Closed
KWM
90
Kingsview Wealth Management
Oregon
– – -10,504 Closed
Luther King Capital Management (LKCM)
91
Luther King Capital Management (LKCM)
Texas
– – -4,000 Closed
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– – -2,873 Closed
OIM
93
Oder Investment Management
California
– – -1,940 Closed
BWL
94
Bogart Wealth LLC
Virginia
– – -1,409 Closed
ASN
95
Advisory Services Network
Georgia
– – -350 Closed
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