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BlackRock Limited Duration Income Trust

77 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $167M → $170M (+$3.22M)

0.55% more ownership

Funds ownership: 33.01%33.56% (+0.55%)

0% more funds holding

Funds holding: 7777 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
29
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$64.7M +$777K +56,206 +1%
Wells Fargo
2
Wells Fargo
California
$14.3M +$222K +16,066 +2%
GC
3
Guggenheim Capital
Illinois
$11.7M +$891K +64,467 +8%
UBS Group
4
UBS Group
Switzerland
$8.46M -$153K -11,049 -2%
VVP
5
Venture Visionary Partners
Ohio
$7.66M +$974K +70,432 +15%
Cohen & Steers
6
Cohen & Steers
New York
$5.27M
Invesco
7
Invesco
Georgia
$4.65M -$21.2K -1,532 -0.5%
BZWA
8
Blue Zone Wealth Advisors
California
$4.39M +$108K +7,832 +3%
Bank of America
9
Bank of America
North Carolina
$3.96M +$219K +15,861 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$3.44M +$9.18K +664 +0.3%
GA
11
GraniteShares Advisors
New York
$2.81M +$171K +12,397 +7%
PS
12
Principal Securities
Iowa
$2.44M -$564K -40,784 -19%
LPL Financial
13
LPL Financial
California
$2.37M +$170K +12,321 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.25M -$67.5K -4,879 -3%
CIA
15
Capital Investment Advisors
Georgia
$2.18M -$78.8K -5,696 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.06M +$68.4K +4,950 +4%
JFG
17
Jefferies Financial Group
New York
$2.06M -$11.9K -858 -0.6%
EFG
18
Ethos Financial Group
Pennsylvania
$1.95M -$290K -20,986 -13%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.85M +$35.6K +2,576 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.62M +$55.1K +3,982 +4%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.59M -$29.8K -2,158 -2%
CWA
22
Cura Wealth Advisors
Illinois
$1.35M
FA
23
Fountainhead AM
New Jersey
$986K +$11.2K +809 +1%
NS
24
NBC Securities
Alabama
$975K +$99.7K +7,214 +12%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$961K +$110K +7,969 +13%

BLW Hedge Fund Activity: Q2 2025 in Review

77 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2025, worth a combined $170M — up 1.9% from $167M a quarter earlier.

Fund positioning in BLW was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 29 added to existing stakes and 21 trimmed.

The largest buyer was Venture Visionary Partners, adding an estimated $974K. The largest seller was Principal Securities, cutting an estimated $564K.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $170M of BlackRock Limited Duration Income Trust stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2025 was Venture Visionary Partners, an estimated $974K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2025 was Principal Securities, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2025.