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BlackRock Limited Duration Income Trust

77 hedge funds and large institutions have $167M invested in BlackRock Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $154M → $167M (+$12.4M)

2.44% more ownership

Funds ownership: 30.57%33.01% (+2.4%)

1% more funds holding

Funds holding: 7677 (+1)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
35
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$2.69K
HI
77
Hoey Investments
Pennsylvania
$2.42K
VEA
78
Virtus ETF Advisers
New York
-$725K -51,320 Closed
FFO
79
Fortitude Family Office
Arizona
-$14.1K -1,000 Closed
PMFA
80
Plante Moran Financial Advisors
Michigan
-$2.01K -142 Closed

BLW Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2025, worth a combined $167M — up 8% from $154M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BLW positions and 3 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $6.51M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $167M of BlackRock Limited Duration Income Trust stock for Q1 2025, up 8% quarter-over-quarter.
  • 5 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2025 was Venture Visionary Partners, an estimated $6.51M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2025 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.