BLW Hedge Fund Ownership (Q2 2026)

Blackrock Ltd Duration Incom (BLW)

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

Smart Money Signals — BLW

Based on 86 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

86 hedge funds hold BLW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

44 buying36 selling

Last quarter: 44 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 9 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new

54 out of 86 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.

📈

Growing discovery — still being found

3 → 16 → 9 → 16 → 15 new funds/Q

New funds entering each quarter: 16 → 9 → 16 → 15. A growing number of institutions are discovering BLW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new

Entry-cohort mix of 86 holders: 55 (64%) are 2+ year veterans, 12 entered 1–2 years ago, and 19 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

11 of 86 holders are among the 100 largest funds by AUM, controlling 63% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	86	82	4.88%
13F Shares	12M	11M	6.64%
Total Value	$137M	$132M	3.4%
New Positions	15	16	-1
Increased Positions	29	28	+1
Closed Positions	11	11	-
Reduced Positions	25	17	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.88%

13F Shares

12M

11M

6.64%

Total Value

$137M

$132M

3.4%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

86 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BLW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shaker Financial Services, LLC	1.18%	301,450	$3.8M
2	Smith Asset Management Co., LLC	0.52%	53,354	$666K
3	Gridiron Partners, LLC	0.41%	62,941	$786K
4	Blue Zone Wealth Advisors, LLC	0.36%	162,935	$2.0M
5	Waterfront Wealth Inc.	0.31%	156,398	$2.0M
6	Orleans Capital Management Corp/la	0.18%	27,300	$341K
7	Peregrine Asset Advisers, Inc.	0.16%	57,520	$718K
8	Landscape Capital Management, L.L.C.	0.12%	147,340	$1.8M
9	Pointe Capital Management LLC	0.11%	19,063	$238K
10	Venture Visionary Partners LLC	0.10%	279,335	$3.5M
11	Maimon Wealth Management LTD.	0.10%	10,000	$125K
12	Ethos Financial Group, LLC	0.09%	111,237	$1.4M
13	Virtus Investment Advisers, LLC	0.08%	28,365	$354K
14	Fortitude Advisory Group L.L.C.	0.08%	16,477	$206K
15	Almitas Capital LLC	0.07%	23,822	$298K
16	Wealth Alliance, LLC	0.06%	54,647	$683K
17	Marin Bay Wealth Advisors, LLC	0.05%	16,599	$207K
18	Samalin Investment Counsel, LLC	0.05%	12,742	$159K
19	Guggenheim Capital LLC	0.04%	520,486	$6.5M
20	Lanark Financial, INC.	0.03%	41,027	$512K
21	Principal Securities, INC.	0.03%	182,218	$2.3M
22	Shufro Rose & Co LLC	0.02%	34,150	$427K
23	Readystate Asset Management LP	0.02%	51,402	$642K
24	BTG Pactual Asset Management US LLC	0.02%	27,230	$340K
25	Capital Investment Advisors, LLC	0.02%	120,910	$1.5M

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BLW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BLW?

Slight buying edge — 55% buying: Last quarter: 44 funds bought or added vs 36 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BLW holders?

Elite ownership — 63% AUM from top-100 funds: 11 of 86 holders are among the 100 largest funds by AUM, controlling 63% 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?

63% of holders stayed for 2+ years: 54 out of 86 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.

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Blackrock Ltd Duration Incom (BLW)

Smart Money Signals — BLW

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~15 new funds per quarter

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 22% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — BLW

Hedge Fund Ownership: BLW

Market Analysis: BLW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BLW

Hedge Fund Positioning: BLW

Statistics: BLW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock Ltd Duration Incom (BLW)

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