BlackRock Limited Duration Income Trust
BLW
79 hedge funds and large institutions have $152M invested in BlackRock Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
1% more funds holding
Funds holding: 78 → 79 (+1)
0.85% less ownership
Funds ownership: 30.3% → 29.45% (-0.85%)
30% less capital inflows, than outflows
Capital inflows: $8.53M | Capital outflows: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
+$1.57M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.54M |
| 3 |
Principal Securities
Des Moines,
Iowa
|
+$1.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$653K |
| 5 |
BTG Pactual Asset Management US
New York
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waterfront Wealth
Overland Park,
Kansas
|
-$3.05M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.93M |
| 3 |
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.66M |
| 4 |
Blue Zone Wealth Advisors
Los Angeles,
California
|
-$955K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
-$734K |
BLW Hedge Fund Activity: Q3 2024 in Review
79 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2024, worth a combined $152M — up 0.81% from $151M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLW positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.57M. The largest seller was Waterfront Wealth, cutting an estimated $3.05M.
- 79 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2024, up from 78 in Q2 2024.
- Funds reported $152M of BlackRock Limited Duration Income Trust stock for Q3 2024, up 0.81% quarter-over-quarter.
- 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2024 and 8 closed out, a net change of +2 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.57M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2024 was Waterfront Wealth, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2024.