BlackRock Limited Duration Income Trust
BLW
87 hedge funds and large institutions have $165M invested in BlackRock Limited Duration Income Trust in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
10% more funds holding
Funds holding: 79 → 87 (+8)
2.87% less ownership
Funds ownership: 33.57% → 30.7% (-2.9%)
11% less capital inflows, than outflows
Capital inflows: $8.1M | Capital outflows: $9.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$2M |
| 2 |
Gridiron Partners
Wexford,
Pennsylvania
|
+$1.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$747K |
| 4 |
Blue Zone Wealth Advisors
Los Angeles,
California
|
+$335K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Venture Visionary Partners
Sylvania,
Ohio
|
-$4.21M |
| 2 |
Cura Wealth Advisors
Chicago,
Illinois
|
-$1.1M |
| 3 |
Round Rock Advisors
Wilton,
Connecticut
|
-$501K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$398K |
| 5 |
Morgan Stanley
New York
|
-$392K |
BLW Hedge Fund Activity: Q3 2025 in Review
87 of the 7,661 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2025, worth a combined $165M — down 2.9% from $170M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLW positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was NewEdge Wealth, opening a new position worth an estimated $2M. The largest seller was Venture Visionary Partners, cutting an estimated $4.21M.
- 87 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2025, up from 79 in Q2 2025.
- Funds reported $165M of BlackRock Limited Duration Income Trust stock for Q3 2025, down 2.9% quarter-over-quarter.
- 16 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2025 and 7 closed out, a net change of +9 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2025 was NewEdge Wealth, an estimated $2M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2025 was Venture Visionary Partners, an estimated $4.21M sold.
Based on aggregated 13F filings for Q3 2025.