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BlackRock Limited Duration Income Trust

81 hedge funds and large institutions have $160M invested in BlackRock Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% less ownership

Funds ownership: 30.69%30% (-0.69%)

3% less capital invested

Capital invested by funds: $165M → $160M (-$5.08M)

5% less funds holding

Funds holding: 8581 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.1M +$773K +55,856 +1%
Wells Fargo
2
Wells Fargo
California
$13.5M -$312K -22,555 -2%
GC
3
Guggenheim Capital
Illinois
$9.83M -$1.13M -81,951 -10%
UBS Group
4
UBS Group
Switzerland
$9.58M +$668K +48,276 +7%
Cohen & Steers
5
Cohen & Steers
New York
$5.11M
Invesco
6
Invesco
Georgia
$4.38M -$260K -18,763 -6%
Bank of America
7
Bank of America
North Carolina
$4.23M +$98.5K +7,114 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$3.9M +$469K +33,876 +14%
BZWA
9
Blue Zone Wealth Advisors
California
$3.75M -$838K -60,492 -18%
VVP
10
Venture Visionary Partners
Ohio
$3.68M +$353K +25,530 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.42M +$229K +16,523 +10%
LPL Financial
12
LPL Financial
California
$2.22M -$50.4K -3,640 -2%
PS
13
Principal Securities
Iowa
$2.17M -$64.4K -4,654 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.16M +$58.3K +4,210 +3%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$2.11M +$477K +34,480 +29%
CIA
16
Capital Investment Advisors
Georgia
$1.95M -$88.8K -6,411 -4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.91M +$4.74K +342 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.85M +$104K +7,537 +6%
JFG
19
Jefferies Financial Group
New York
$1.78M -$64.5K -4,662 -3%
NW
20
NewEdge Wealth
Pennsylvania
$1.71M -$236K -17,024 -12%
EFG
21
Ethos Financial Group
Pennsylvania
$1.65M -$174K -12,562 -9%
NS
22
NBC Securities
Alabama
$1.09M +$56.8K +4,099 +5%
Lido Advisors
23
Lido Advisors
California
$956K +$963K +69,578 New
VAM
24
Verity Asset Management
North Carolina
$809K +$43.8K +3,165 +6%
PAA
25
Peregrine Asset Advisers
Oregon
$804K -$5.72K -413 -0.7%

BLW Hedge Fund Activity: Q4 2025 in Review

81 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2025, worth a combined $160M — down 3.1% from $165M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BLW and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $963K. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $3.05M sold.

  • 81 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2025, down from 85 in Q3 2025.
  • Funds reported $160M of BlackRock Limited Duration Income Trust stock for Q4 2025, down 3.1% quarter-over-quarter.
  • 11 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2025 and 14 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2025 was Lido Advisors, an estimated $963K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2025 was GraniteShares Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2025.