Skip to main content
Equibles

BLW

BLACKROCK Ltd DURATION INCOME TRUST

Company with tickers: BLW

CIK
1233681
CUSIP
09249W101
Shares Outstanding
39,084,400
13F Activity (30d)
56 filings 52 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 83
Total Value: $138,376,854
Total Shares: 10,991,016

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 83 13F filers · Δ vs Dec 31, 2025
Top Holder
37.9%
Jun 2023 → Mar 2026 · range 37.9% – 44.1%
−1.5 pts
Top 5
62.2%
Jun 2023 → Mar 2026 · range 60.4% – 66.4%
−1.0 pts
Top 10
74.6%
Jun 2023 → Mar 2026 · range 74.1% – 78.7%
−1.1 pts
HHI
1,658
Jun 2023 → Mar 2026 · range 1,658 – 2,130
Moderately concentrated −106

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
29
Decreased
18
Sold Out
11
Unchanged
23
Holder count: +2
Institutional value: -13.5%
Shares held: -5.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid WOLVERINE ASSET MANAGEMENT LLC +69,443 94,077
Mega WELLS FARGO & COMPANY/MN +45,191 1,026,887
Mid Venture Visionary Partners LLC +33,125 300,917
Mega RAYMOND JAMES FINANCIAL INC +19,185 302,904
Mega AMERIPRISE FINANCIAL INC +13,089 40,191

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −425,393 4,167,836
Small Blue Zone Wealth Advisors, LLC −99,355 173,341
Large GUGGENHEIM CAPITAL LLC −86,675 628,518
Mega UBS Group AG −58,219 639,223
Mega BANK OF AMERICA CORP /DE/ −52,856 255,348

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Shaker Financial Services, LLC 112,763 $1,419,686
Mid XTX Topco Ltd 34,021 $428,324
Mid SIT INVESTMENT ASSOCIATES INC 25,000 $314,750
Mid CENTRAL TRUST Co 23,000 $289,570
Small Marin Bay Wealth Advisors, LLC 16,200 $203,958

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid NewEdge Wealth, LLC 124,574 $1,711,646
Small Verity Asset Management, Inc. 58,846 $808,544
Large COMERICA BANK 42,679 $586,409
Mid Integrated Wealth Concepts LLC 40,451 $555,796
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,255 $498,143
Filter: New 13 Increased 29 Reduced 18 Sold out 11 Unchanged 23
Showing 83 of 83
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $52,473,053 37.92% 4,167,836
Mega WELLS FARGO & COMPANY/MN $12,928,506 9.34% 1,026,887
Mega UBS Group AG $8,047,816 5.82% 639,223
Large GUGGENHEIM CAPITAL LLC $7,913,041 5.72% 628,518
Large COHEN & STEERS, INC. $4,680,974 3.38% 371,801
Mega Invesco Ltd. $4,103,068 2.97% 325,899
Mega RAYMOND JAMES FINANCIAL INC $3,813,560 2.76% 302,904
Mid Venture Visionary Partners LLC $3,788,545 2.74% 300,917
Mega BANK OF AMERICA CORP /DE/ Bank $3,214,831 2.32% 255,348
Mega ROYAL BANK OF CANADA Bank $2,280,829 1.65% 181,162
Small Blue Zone Wealth Advisors, LLC $2,182,363 1.58% 173,341
Mega ENVESTNET ASSET MANAGEMENT INC $2,084,060 1.51% 165,533
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,985,191 1.43% 157,680
Large Baird Financial Group, Inc. $1,896,003 1.37% 150,596
Large Fiera Capital Corp $1,843,629 1.33% 146,436
Mega LPL Financial LLC $1,713,889 1.24% 136,131
Large OSAIC HOLDINGS, INC. $1,701,374 1.23% 135,137
Large Jefferies Financial Group Inc. $1,629,183 1.18% 129,403
Mid Capital Investment Advisors, LLC $1,558,302 1.13% 123,773
Small Ethos Financial Group, LLC $1,511,907 1.09% 120,088
Small Shaker Financial Services, LLC $1,419,686 1.03% 112,763
Mid WOLVERINE ASSET MANAGEMENT LLC $1,184,429 0.86% 94,077
Large Lido Advisors, LLC $881,866 0.64% 70,045
Small Peregrine Asset Advisers, Inc. $736,766 0.53% 58,520
Micro Smith Asset Management Co., LLC $693,268 0.50% 55,065
Small WEALTH ALLIANCE, LLC $678,701 0.49% 53,908
Large Cetera Investment Advisers $661,163 0.48% 52,515
Large Kestra Advisory Services, LLC $608,940 0.44% 48,367
Large Janney Montgomery Scott LLC $524,940 0.38% 41,695
Large NewEdge Advisors, LLC $524,109 0.38% 41,629
Mega AMERIPRISE FINANCIAL INC $506,004 0.37% 40,191
Small NBC SECURITIES, INC. Broker-Dealer $450,570 0.33% 35,788
Small Jackson Hole Capital Partners, LLC $435,236 0.31% 34,570
Small SHUFRO ROSE & CO LLC $429,948 0.31% 34,150
Mid XTX Topco Ltd $428,324 0.31% 34,021
Large Rockefeller Capital Management L.P. $418,818 0.30% 33,266
Mega JANE STREET GROUP, LLC $398,208 0.29% 31,629
Small Virtus Investment Advisers, LLC $389,459 0.28% 30,934
Large Cambridge Investment Research Advisors, Inc. $350,241 0.25% 27,819
Small ORLEANS CAPITAL MANAGEMENT CORP/LA $343,707 0.25% 27,300
Small BTG Pactual Asset Management US LLC $342,825 0.25% 27,230
Micro Pointe Capital Management LLC $322,832 0.23% 25,642
Mid SIT INVESTMENT ASSOCIATES INC $314,750 0.23% 25,000
Mid CENTRAL TRUST Co Bank $289,570 0.21% 23,000
Mid Beacon Pointe Advisors, LLC $269,891 0.20% 21,437
Mid IHT Wealth Management, LLC $256,974 0.19% 20,411
Small Waterfront Wealth Inc. $251,233 0.18% 19,955
Mid Prospera Financial Services Inc $213,224 0.15% 16,936
Large MML INVESTORS SERVICES, LLC $211,965 0.15% 16,836
Small Marin Bay Wealth Advisors, LLC $203,958 0.15% 16,200
Mid MAI Capital Management $199,085 0.14% 15,813
Mid Annex Advisory Services, LLC $193,974 0.14% 15,407
Large Pathstone Holdings, LLC $191,934 0.14% 15,245
Small Fortitude Advisory Group L.L.C. $186,999 0.14% 14,853
Large FIFTH THIRD BANCORP Bank $176,965 0.13% 14,056
Mid Concurrent Investment Advisors, LLC $163,304 0.12% 12,971
Small Samalin Investment Counsel, LLC $156,682 0.11% 12,445
Small ProVise Management Group, LLC $155,083 0.11% 12,318
Micro Walsh & Associates, LLC $138,490 0.10% 11,000
Large Focus Partners Wealth $128,015 0.09% 10,168
Micro MAIMON WEALTH MANAGEMENT LTD. $125,900 0.09% 10,000
Mid Shay Capital LLC $125,900 0.09% 10,000
Mid Leonteq Securities AG Broker-Dealer $75,540 0.05% 6,000
Mid HOLLENCREST CAPITAL MANAGEMENT $44,065 0.03% 3,500
Mid IFP Advisors, Inc $32,759 0.02% 2,602
Mid Allworth Financial LP $27,219 0.02% 2,162
Mid BARTLETT & CO. WEALTH MANAGEMENT LLC $23,921 0.02% 1,900
Large CWM, LLC $21,113 0.02% 1,677
Mid Bogart Wealth, LLC $20,370 0.01% 1,618
Large Steward Partners Investment Advisory, LLC $19,212 0.01% 1,526
Small Crews Bank & Trust Bank $16,996 0.01% 1,350
Mid Blue Trust, Inc. $16,480 0.01% 1,309
Mid Farther Finance Advisors, LLC $10,676 0.01% 848
Mega BNP PARIBAS ARBITRAGE, SA $6,962 0.01% 553
Mid North Star Investment Management Corp. $6,295 0.00% 500
Micro Moisand Fitzgerald Tamayo, LLC $6,295 0.00% 500
Small HIGHLINE WEALTH PARTNERS LLC $3,777 0.00% 300
Micro Osbon Capital Management LLC $3,273 0.00% 260
Mid Western Wealth Management, LLC $2,543 0.00% 202
Mid HARBOUR INVESTMENTS, INC. $2,392 0.00% 190
Small HOEY INVESTMENTS, INC $2,152 0.00% 171
Mid Advisory Services Network, LLC $742 0.00% 59
Large Clear Street Group Inc. $12 0.00% 1

Report a Problem

Category
Description
Email (optional, for follow-up)