We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust

77 hedge funds and large institutions have $167M invested in BlackRock Limited Duration Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $154M → $167M (+$12.4M)

2.44% more ownership

Funds ownership: 30.57%33.01% (+2.4%)

1% more funds holding

Funds holding: 7677 (+1)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
35
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.8M -$1.3M -91,518 -2%
Wells Fargo
2
Wells Fargo
California
$14M +$911K +64,122 +7%
GC
3
Guggenheim Capital
Illinois
$10.8M +$1.34M +94,045 +14%
UBS Group
4
UBS Group
Switzerland
$8.59M +$440K +30,951 +5%
VVP
5
Venture Visionary Partners
Ohio
$6.64M +$6.51M +457,859 +3,956%
Cohen & Steers
6
Cohen & Steers
New York
$5.26M
Invesco
7
Invesco
Georgia
$4.66M -$185K -13,048 -4%
BZWA
8
Blue Zone Wealth Advisors
California
$4.26M +$616K +43,324 +17%
Bank of America
9
Bank of America
North Carolina
$3.73M +$159K +11,170 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$3.42M -$484K -34,092 -12%
PS
11
Principal Securities
Iowa
$3.01M
GA
12
GraniteShares Advisors
New York
$2.63M +$160K +11,270 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.31M -$182K -12,774 -7%
CIA
14
Capital Investment Advisors
Georgia
$2.26M -$259K -18,242 -10%
EFG
15
Ethos Financial Group
Pennsylvania
$2.24M +$2.25M +158,183 New
LPL Financial
16
LPL Financial
California
$2.19M +$571K +40,195 +35%
JFG
17
Jefferies Financial Group
New York
$2.07M -$522K -36,725 -20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.99M +$174K +12,212 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.81M +$27.4K +1,926 +2%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.62M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.56M +$343K +24,121 +28%
CWA
22
Cura Wealth Advisors
Illinois
$1.35M -$71K -5,000 -5%
FA
23
Fountainhead AM
New Jersey
$972K +$444K +31,265 +83%
VIA
24
Virtus Investment Advisers
Connecticut
$917K +$922K +64,879 New
NS
25
NBC Securities
Alabama
$870K +$874K +61,518 +227,844%

BLW Hedge Fund Activity: Q1 2025 in Review

77 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2025, worth a combined $167M — up 8% from $154M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BLW positions and 3 closed out — a net gain of 2 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $6.51M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $167M of BlackRock Limited Duration Income Trust stock for Q1 2025, up 8% quarter-over-quarter.
  • 5 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2025 was Venture Visionary Partners, an estimated $6.51M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2025 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.