BlackRock Limited Duration Income Trust
BLW
77 hedge funds and large institutions have $152M invested in BlackRock Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
1% more capital invested
Capital invested by funds: $151M → $152M (+$1.18M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.85% less ownership
Funds ownership: 30.3% → 29.44% (-0.85%)
1% less funds holding
Funds holding: 78 → 77 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.57M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.54M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$653K |
| 5 |
BPAMU
BTG Pactual Asset Management US
New York
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$3.05M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.93M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.66M |
| 4 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
|
-$955K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$734K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Hoey Investments
Coatesville,
Pennsylvania
| $2.39K | – | – | – |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $1.74K | – | – | – |
|
|
AWA
78
Arete Wealth Advisors
Chicago,
Illinois
| – | -$1.66M | -118,955 | Closed |
|
|
SFS
79
Shaker Financial Services
Arlington,
Virginia
| – | -$734K | -52,574 | Closed |
|
|
LCM
80
Landscape Capital Management
Englewood,
New Jersey
| – | -$395K | -28,325 | Closed |
|
|
AWG
81
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$147K | -10,518 | Closed |
|
|
LIA
82
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$34.9K | -2,500 | Closed |
|
|
ATPW
83
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$22.3K | -1,600 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.4K | -315 | Closed |
|
|
GI
85
Gradient Investments
Arden Hills,
Minnesota
| – | -$24 | -2 | Closed |
|
BLW Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2024, worth a combined $152M — up 0.78% from $151M a quarter earlier.
Fund positioning in BLW was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 21 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.57M. The largest seller was Waterfront Wealth, cutting an estimated $3.05M.
- 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2024, down from 78 in Q2 2024.
- Funds reported $152M of BlackRock Limited Duration Income Trust stock for Q3 2024, up 0.78% quarter-over-quarter.
- 8 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2024 and 8 closed out, a net change of 0 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.57M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2024 was Waterfront Wealth, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2024.