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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

80 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$713K
2
LPL Financial
2
LPL Financial
California
$2.57M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$654K
4
PI
4
PFG Investments
New York
$361K
5
GA
5
GraniteShares Advisors
New York
$1.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.7M
2
BI
2
Bramshill Investments
Florida
$0
3
FFP
3
FourThought Financial Partners
Florida
$0
4
Invesco
4
Invesco
Georgia
$4.02M
5
GC
5
Guggenheim Capital
Illinois
$7.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.7M 4,537,487 -4,289,753 -49%
Wells Fargo
2
Wells Fargo
California
$12.1M 860,188 -2,537 -0.3%
UBS Group
3
UBS Group
Switzerland
$8.1M 577,292 +6,652 +1%
GC
4
Guggenheim Capital
Illinois
$7.53M 536,588 -66,247 -11%
BZWA
5
Blue Zone Wealth Advisors
California
$5.99M 427,010 +14,917 +4%
Cohen & Steers
6
Cohen & Steers
New York
$5.22M 371,801 – –
Invesco
7
Invesco
Georgia
$4.02M 286,683 -87,915 -23%
WW
8
Waterfront Wealth
Kansas
$3.59M 267,194 -48,949 -15%
Bank of America
9
Bank of America
North Carolina
$3.56M 253,539 -15,199 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.81M 200,165 -3,229 -2%
CIA
11
Capital Investment Advisors
Georgia
$2.65M 188,878 -3,693 -2%
LPL Financial
12
LPL Financial
California
$2.57M 182,853 +46,434 +34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.54M 181,341 -1,335 -0.7%
JFG
14
Jefferies Financial Group
New York
$2.52M 179,623 -8,610 -5%
AWA
15
Arete Wealth Advisors
Illinois
$1.77M 125,821 -9,940 -7%
PS
16
Principal Securities
Iowa
$1.75M 125,036 -175 -0.1%
GA
17
GraniteShares Advisors
New York
$1.72M 122,695 +15,610 +15%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.7M 120,854 – –
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.68M 119,984 +3,627 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.37M 97,711 -9,167 -9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.29M 92,213 +11,918 +15%
SFS
22
Shaker Financial Services
Virginia
$999K 71,216 -52,370 -42%
PAA
23
Peregrine Asset Advisers
Oregon
$888K 63,272 – –
VAM
24
Verity Asset Management
North Carolina
$759K 54,120 +708 +1%
WA
25
Wealth Alliance
New York
$750K 53,450 -662 -1%
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