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BlackRock Limited Duration Income Trust

76 hedge funds and large institutions have $169M invested in BlackRock Limited Duration Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
28
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.7M +$797K +56,206 +1%
Wells Fargo
2
Wells Fargo
California
$14.3M +$228K +16,066 +2%
GC
3
Guggenheim Capital
Illinois
$11.7M +$914K +64,467 +8%
UBS Group
4
UBS Group
Switzerland
$8.46M -$157K -11,049 -2%
VVP
5
Venture Visionary Partners
Ohio
$7.66M +$999K +70,432 +15%
Cohen & Steers
6
Cohen & Steers
New York
$5.27M
Invesco
7
Invesco
Georgia
$4.65M -$21.7K -1,532 -0.5%
BZWA
8
Blue Zone Wealth Advisors
California
$4.39M +$111K +7,832 +3%
Bank of America
9
Bank of America
North Carolina
$3.96M +$225K +15,861 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$3.44M +$9.42K +664 +0.3%
GA
11
GraniteShares Advisors
New York
$2.81M +$176K +12,397 +7%
PS
12
Principal Securities
Iowa
$2.44M -$578K -40,784 -19%
LPL Financial
13
LPL Financial
California
$2.37M +$175K +12,321 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.25M -$69.2K -4,879 -3%
CIA
15
Capital Investment Advisors
Georgia
$2.18M -$80.8K -5,696 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.06M +$70.2K +4,950 +4%
JFG
17
Jefferies Financial Group
New York
$2.06M -$12.2K -858 -0.6%
EFG
18
Ethos Financial Group
Pennsylvania
$1.95M -$298K -20,986 -13%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.85M +$36.5K +2,576 +2%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.59M -$30.6K -2,158 -2%
CWA
21
Cura Wealth Advisors
Illinois
$1.35M
Osaic Holdings
22
Osaic Holdings
Arizona
$1.17M -$382K -27,039 -25%
FA
23
Fountainhead AM
New Jersey
$986K +$11.5K +809 +1%
NS
24
NBC Securities
Alabama
$975K +$102K +7,214 +12%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$961K +$113K +7,969 +13%