Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK LTD DURATION INCOM (BLW)

75 + Investors. Track Smart Money conviction in BLW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — BLW

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BLW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
75 funds currently hold this stock — 93% of the 3.0-year high of 81 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

37 buying39 selling
Last quarter: 39 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 16 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 16% medium 17% new
50 out of 75 hedge funds have held BLW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -36%

Value
-35%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

7 → 7 → 3 → 16 → 9 new funds/Q
New funds entering each quarter: 7 → 3 → 16 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 13% 1-2yr 23% new
Of 75 current holders: 48 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
10 of 75 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in BLW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BLW

How many hedge funds hold BLW — quarterly history vs. share price
Quarterly hedge fund ownership of BLW vs. share price

Market Analysis: BLW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BLW
2026 Q1 Stats Unlock in 20 days 75 + Investors

Track Smart Money conviction in BLW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 81 -7.41%
13F Shares 12M 12M -2.41%
Total Value $159M $248M -35.85%
New Positions 9 16 -7
Increased Positions 28 30 -2
Closed Positions 15 8 +7
Reduced Positions 24 21 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BLW

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BLW. Verified SEC 13F-HR filings.

Top 21 institutional holders of BLW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Zone Wealth Advisors, LLC 0.44% 173,341 $2.2M
2 Peregrine Asset Advisers, Inc. 0.20% 58,520 $737K
3 Fortitude Advisory Group L.L.C. 0.08% 14,853 $187K
4 Samalin Investment Counsel, LLC 0.06% 12,445 $157K
5 NBC SECURITIES, INC. 0.03% 35,788 $451K
6 Capital Investment Advisors, LLC 0.02% 123,773 $1.6M
7 CENTRAL TRUST Co 0.01% 23,000 $290K
8 Annex Advisory Services, LLC 0.00% 15,407 $194K
9 Prospera Financial Services Inc 0.00% 16,936 $213K
10 Leonteq Securities AG 0.00% 6,000 $75K
11 Concurrent Investment Advisors, LLC 0.00% 12,971 $163K
12 Janney Montgomery Scott LLC 0.00% 41,695
13 HIGHLINE WEALTH PARTNERS LLC 0.00% 300 $4K
14 Cambridge Investment Research Advisors, Inc. 0.00% 27,819
15 Bogart Wealth, LLC 0.00% 1,618 $20K
16 IFP Advisors, Inc 0.00% 2,602 $33K
17 Moisand Fitzgerald Tamayo, LLC 0.00% 500 $6K
18 North Star Investment Management Corp. 0.00% 500 $6K
19 HOEY INVESTMENTS, INC 0.00% 171 $2K
20 Blue Trust, Inc. 0.00% 1,309 $16K
21 Farther Finance Advisors, LLC 0.00% 848 $11K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLACKROCK LTD DURATION INCOM (BLW)

What does the Smart Money Trend signal show for BLW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BLW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BLW?

More sellers than buyers — 49% buying: Last quarter: 39 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BLW holders?

Elite ownership — 64% AUM from top-100 funds: 10 of 75 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in BLW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BLW?

67% of holders stayed for 2+ years: 50 out of 75 hedge funds have held BLW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.