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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
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.05%
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
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.8M -$1.29M -91,518 -2%
Wells Fargo
2
Wells Fargo
California
$14M +$907K +64,122 +7%
GC
3
Guggenheim Capital
Illinois
$10.8M +$1.33M +94,045 +14%
UBS Group
4
UBS Group
Switzerland
$8.59M +$438K +30,951 +5%
VVP
5
Venture Visionary Partners
Ohio
$6.64M +$6.47M +457,859 +3,956%
Cohen & Steers
6
Cohen & Steers
New York
$5.26M
Invesco
7
Invesco
Georgia
$4.66M -$184K -13,048 -4%
BZWA
8
Blue Zone Wealth Advisors
California
$4.26M +$613K +43,324 +17%
Bank of America
9
Bank of America
North Carolina
$3.73M +$158K +11,170 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$3.42M -$482K -34,092 -12%
PS
11
Principal Securities
Iowa
$3.01M
GA
12
GraniteShares Advisors
New York
$2.63M +$159K +11,270 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.32M -$181K -12,774 -7%
CIA
14
Capital Investment Advisors
Georgia
$2.26M -$258K -18,242 -10%
EFG
15
Ethos Financial Group
Pennsylvania
$2.24M +$2.24M +158,183 New
LPL Financial
16
LPL Financial
California
$2.19M +$568K +40,195 +35%
JFG
17
Jefferies Financial Group
New York
$2.07M -$519K -36,725 -20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.99M +$173K +12,212 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.81M +$27.2K +1,926 +2%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.62M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.56M +$341K +24,121 +28%
CWA
22
Cura Wealth Advisors
Illinois
$1.35M -$70.7K -5,000 -5%
FA
23
Fountainhead AM
New Jersey
$972K +$442K +31,265 +83%
VIA
24
Virtus Investment Advisers
Connecticut
$917K +$917K +64,879 New
NS
25
NBC Securities
Alabama
$870K +$870K +61,518 +227,844%