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BLACKROCK Ltd DURATION INCOME TRUST hedge fund holdings

BLWNYSE
$11.72+0.02 (+0.17%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BLW · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-16.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251511$7.03M$1.8M73Aug 14, 2025
Q3 20253019$6.2M$11M82Nov 14, 2025
Q4 20252329$6.94M$8.06M80Feb 14, 2026
Q1 20262419$6.23M$13.4M82May 15, 2026
Q2 20262923$16.1M$7.06M83Aug 14, 2026

Quarterly action breakdown

Q2 2026
83 filers
New position
11
$4.59M+368K sh
Increased
18
$11.5M+920K sh
Reduced
16
-$6.19M-495K sh
Out / sold
7
-$870K-69.6K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncAdded 1057.98%+$3.3M$3.62M0.07%Aug 12, 2026
Shaker Financial Services, LLCAdded 167.33%+$2.36M$3.77M1.18%Jul 15, 2026
Waterfront Wealth Inc.Added 683.75%+$1.74M$1.99M0.31%Jul 30, 2026
Guggenheim Capital LLCReduce 17.19%-$1.35M$6.5M0.04%Aug 12, 2026
Gridiron Partners, LLCNew Buy+$786K$786K0.41%Aug 5, 2026
Readystate Asset Management LPNew Buy+$642K$642K0.02%Aug 14, 2026
Lido Advisors, LLCAdded 40.65%+$356K$1.23M0.00%Aug 7, 2026
Principal Securities, Inc.Added 15.56%+$306K$2.28M0.03%Aug 4, 2026
IMC-Chicago, LLCNew Buy+$296K$296K0.00%Aug 6, 2026
CENTRAL TRUST CoSell 100%-$290K$00.00%Jul 31, 2026
Venture Visionary Partners LLCReduce 7.17%-$270K$3.49M0.10%Jul 27, 2026
Annex Advisory Services, LLCSell 100%-$194K$00.00%Jul 10, 2026
Baird Financial Group, Inc.Reduce 8.08%-$152K$1.73M0.00%Aug 12, 2026
Walsh & Associates, LLCSell 100%-$138K$00.00%Jul 21, 2026
Blue Zone Wealth Advisors, LLCReduce 6.00%-$130K$2.04M0.36%Jul 14, 2026
Ethos Financial Group, LLCReduce 7.37%-$111K$1.39M0.09%Aug 7, 2026
Lanark Financial, Inc.Added 14.64%+$65.4K$512K0.03%Jul 21, 2026
Fiera Capital CorpAdded 3.51%+$64.1K$1.89M0.01%Aug 7, 2026
Capital Investment Advisors, LLCReduce 2.31%-$35.8K$1.51M0.02%Aug 6, 2026
Virtus Investment Advisers, LLCReduce 8.30%-$32.1K$354K0.08%Aug 11, 2026
Leonteq Securities AGAdded 33.33%+$25K$99.9K0.00%Jul 27, 2026
Smith Asset Management Co., LLCReduce 3.11%-$21.4K$666K0.52%Jul 14, 2026
Peregrine Asset Advisers, Inc.Reduce 1.71%-$12.5K$718K0.16%Aug 10, 2026
LifeSteps Financial, Inc.New Buy+$12.5K$12.5K0.01%Jul 17, 2026
Wealth Alliance, LLCAdded 1.37%+$9.23K$683K0.06%Aug 11, 2026
Prospera Financial Services IncAdded 3.27%+$6.91K$219K0.00%Jul 15, 2026
Jefferies Financial Group Inc.Added 0.35%+$5.66K$1.62M0.01%Aug 17, 2026
Marin Bay Wealth Advisors, LLCAdded 2.46%+$4.98K$207K0.11%Aug 10, 2026
Samalin Investment Counsel, LLCAdded 2.39%+$3.71K$159K0.05%Jul 27, 2026
Concurrent Investment Advisors, LLCAdded 2.16%+$3.5K$166K0.00%Jul 27, 2026
Pinnacle Wealth Planning Services, Inc.New Buy+$2.81K$2.81K0.00%Aug 7, 2026
MML Investors Services, LLCAdded 1.18%+$2.47K$213K0.00%Aug 7, 2026
WPG Advisers, LLCNew Buy+$1.22K$1.22K0.00%Aug 6, 2026
ProVise Management Group, LLCReduce 0.65%-$999$153K0.01%Aug 3, 2026

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