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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
HWP
76
Highline Wealth Partners
California
$4.12K – – –
HI
77
Harbour Investments
Wisconsin
$2.61K – – –
HI
78
Hoey Investments
Pennsylvania
$2.35K – – –
BFPW
79
BOK Financial Private Wealth
Colorado
$756 +$762 +55 New
LAS
80
Lloyd Advisory Services
Georgia
$8 +$14 +1 New
GA
81
GraniteShares Advisors
New York
– -$3.05M -217,573 Closed
GP
82
Gridiron Partners
Pennsylvania
– -$83.7K -128,005 Closed
FA
83
Fountainhead AM
New Jersey
– -$1.01M -71,928 Closed
CPRC
84
Consolidated Portfolio Review Corp
New York
– -$305K -21,764 Closed
CWA
85
Cura Wealth Advisors
Illinois
– -$241K -17,208 Closed
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
– -$189K -13,532 Closed
RAM
87
Readystate Asset Management
Illinois
– -$150K -10,715 Closed
PWAM
88
Papamarkou Wellner Asset Management
New York
– -$140K -10,000 Closed
NFSG
89
Newbridge Financial Services Group
Florida
– -$34.7K -2,479 Closed
WANY
90
Wealthspire Advisors (New York)
New York
– -$31.5K -2,253 Closed
MTIC
91
Missouri Trust & Investment Company
Missouri
– -$17.4K -1,244 Closed
PA
92
Parallel Advisors
California
– -$14K -1,000 Closed
GWM
93
Geneos Wealth Management
Colorado
– -$5.19K -371 Closed
ASN
94
Advisory Services Network
Georgia
– -$830 -59 Closed
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.