BlackRock Limited Duration Income Trust (BLW)

• Market cap: $498M
• 1 day: -5.46%
• 5 days: -5.73%
• 1 month: -7.38%
• 3 months: -7.25%
• 6 months: -8.86%
• Year to date: -7.25%
• 1 year: -4.77%
• 5 years: 9.39%
• 10 years: -17.64%
• Sector: Financials
• Industry: Asset Management

About: Blackrock Ltd Duration Income Trust is a diversified investment fund with an investment objective to provide current income and capital appreciation. The Fund's portfolio normally has an average portfolio duration of less than five years. The Fund may invest directly in such securities or synthetically through the use of derivatives.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0.89% more ownership

Funds ownership: 29.44% [Q3] → 30.33% (+0.89%) [Q4]

1% more capital invested

Capital invested by funds: $152M [Q3] → $153M (+$868K) [Q4]

5% less funds holding

Funds holding: 77 [Q3] → 73 (-4) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]