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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
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$12.5K +$12.7K +895 New
FFA
77
Farther Finance Advisors
California
$11.9K +$12K +848 New
MFT
78
Moisand Fitzgerald Tamayo
Florida
$7K – – –
NSIM
79
North Star Investment Management
Illinois
$7K – – –
GWM
80
Geneos Wealth Management
Colorado
$5.19K -$8.77K -620 -63%
HWP
81
Highline Wealth Partners
California
$4.2K +$4.24K +300 New
HI
82
Harbour Investments
Wisconsin
$2.66K – – –
HI
83
Hoey Investments
Pennsylvania
$2.39K – – –
ASN
84
Advisory Services Network
Georgia
$830 +$834 +59 New
RRA
85
Round Rock Advisors
Connecticut
– -$501K -35,345 Closed
US Bancorp
86
US Bancorp
Minnesota
– -$282K -19,900 Closed
Stifel Financial
87
Stifel Financial
Missouri
– -$177K -12,459 Closed
CIAS
88
Capital Investment Advisory Services
North Carolina
– -$158K -11,138 Closed
WFA
89
WMG Financial Advisors
Tennessee
– -$150K -10,575 Closed
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
– -$40.6K -2,860 Closed
MA
91
Montag & Associates
Georgia
– -$20K -1,410 Closed
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
– +$382 +27 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.