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BlackRock Limited Duration Income Trust

82 hedge funds and large institutions have $139M invested in BlackRock Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 8182 (+1)

1.68% less ownership

Funds ownership: 30%28.32% (-1.7%)

13% less capital invested

Capital invested by funds: $160M → $139M (-$21.5M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.5M -$5.73M -425,393 -9%
Wells Fargo
2
Wells Fargo
California
$12.9M +$609K +45,191 +5%
UBS Group
3
UBS Group
Switzerland
$8.05M -$785K -58,219 -8%
GC
4
Guggenheim Capital
Illinois
$7.91M -$1.17M -86,675 -12%
Cohen & Steers
5
Cohen & Steers
New York
$4.68M
Invesco
6
Invesco
Georgia
$4.1M +$97.3K +7,221 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$3.81M +$259K +19,185 +7%
VVP
8
Venture Visionary Partners
Ohio
$3.79M +$446K +33,125 +12%
Bank of America
9
Bank of America
North Carolina
$3.21M -$712K -52,856 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.28M +$70K +5,191 +3%
BZWA
11
Blue Zone Wealth Advisors
California
$2.18M -$1.34M -99,355 -36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.08M +$113K +8,353 +5%
PS
13
Principal Securities
Iowa
$1.99M -$5.22K -387 -0.2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.9M +$160K +11,866 +9%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.84M -$94.6K -7,017 -5%
LPL Financial
16
LPL Financial
California
$1.71M -$345K -25,607 -16%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.7M +$9.6K +712 +0.5%
EFG
18
Ethos Financial Group
Pennsylvania
$1.65M
JFG
19
Jefferies Financial Group
New York
$1.63M -$1.63K -121 -0.1%
CIA
20
Capital Investment Advisors
Georgia
$1.56M -$240K -17,826 -13%
SFS
21
Shaker Financial Services
Virginia
$1.42M +$1.52M +112,763 New
WAM
22
Wolverine Asset Management
Illinois
$1.18M +$936K +69,443 +282%
Lido Advisors
23
Lido Advisors
California
$882K +$6.29K +467 +0.7%
PAA
24
Peregrine Asset Advisers
Oregon
$737K
SAM
25
Smith Asset Management
Florida
$693K +$7.7K +571 +1%