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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.3M
2
LPL Financial
2
LPL Financial
California
$4.39M
3
LCM
3
Landscape Capital Management
New Jersey
$395K
4
SRC
4
Shufro Rose & Co
New York
$362K
5
VEA
5
Virtus ETF Advisers
New York
$822K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.71M
2
BZWA
2
Blue Zone Wealth Advisors
California
$4.54M
3
UBS Group
3
UBS Group
Switzerland
$7.09M
4
Jane Street
4
Jane Street
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$865K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.3M 4,676,406 +138,919 +3%
Wells Fargo
2
Wells Fargo
California
$12.1M 864,518 +4,330 +0.5%
UBS Group
3
UBS Group
Switzerland
$7.09M 507,850 -69,442 -12%
GC
4
Guggenheim Capital
Illinois
$5.71M 409,254 -127,334 -24%
Cohen & Steers
5
Cohen & Steers
New York
$5.19M 371,801 – –
BZWA
6
Blue Zone Wealth Advisors
California
$4.54M 325,373 -101,637 -24%
LPL Financial
7
LPL Financial
California
$4.39M 314,776 +131,923 +72%
Invesco
8
Invesco
Georgia
$4.02M 288,149 +1,466 +0.5%
WW
9
Waterfront Wealth
Kansas
$3.72M 266,325 -869 -0.3%
Bank of America
10
Bank of America
North Carolina
$3.62M 259,025 +5,486 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.66M 190,791 -9,374 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.59M 185,659 +4,318 +2%
CIA
13
Capital Investment Advisors
Georgia
$2.59M 185,576 -3,302 -2%
JFG
14
Jefferies Financial Group
New York
$2.53M 181,368 +1,745 +1%
GA
15
GraniteShares Advisors
New York
$1.96M 140,177 +17,482 +14%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.9M 135,859 +15,875 +13%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.69M 120,854 – –
AWA
18
Arete Wealth Advisors
Illinois
$1.66M 118,955 -6,866 -5%
PS
19
Principal Securities
Iowa
$1.53M 109,513 -15,523 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.2M 85,826 -6,387 -7%
PAA
21
Peregrine Asset Advisers
Oregon
$883K 63,272 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$865K 61,934 -35,777 -37%
VEA
23
Virtus ETF Advisers
New York
$822K 58,864 +17,941 +44%
VAM
24
Verity Asset Management
North Carolina
$770K 55,177 +1,057 +2%
SFS
25
Shaker Financial Services
Virginia
$734K 52,574 -18,642 -26%
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