Skip to content
Disclosery

BLW BLACKROCK LTD DURATION INCOM

Follow

COM SHS (fund), issuer CIK 1233681

78 managers (78 13F filers) reported a position in BLW shares at 2025-06-30, 11,985,670 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
78
13F filers
78
New
3
Added
29
Reduced
20
Sold out
4
Shares held by filers
11,985,670

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,565,087$64.7M<0.01%+56,20613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,005,137$14.3M<0.01%+16,06613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC825,295$11.7M0.09%+64,46713F-HRTimelineGroup
UBS Group AGin group UBS Group AG596,345$8.46M<0.01%-11,04913F-HRTimelineGroup
Venture Visionary Partners LLC539,864$7.66M0.29%+70,43213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$5.27M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.328,224$4.65M<0.01%-1,53213F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC309,458$4.39M1.1%+7,83213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,343$3.96M<0.01%+15,86113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,705$3.44M<0.01%+66413F-HRTimelineGroup
GraniteShares Advisors LLC198,414$2.81M1.73%+12,39713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC172,147$2.44M0.05%-40,78413F-HRTimelineGroup
LPL Financial LLC166,907$2.37M<0.01%+12,32113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,862$2.25M<0.01%-4,87913F-HR/ATimelineGroup
Capital Investment Advisors, LLC154,069$2.18M0.04%-5,69613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,410$2.06M<0.01%+4,95013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.145,210$2.06M0.03%-85813F-HRTimelineGroup
Ethos Financial Group, LLC137,197$1.95M0.17%-20,98613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.130,779$1.85M<0.01%+2,57613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,125$1.62M<0.01%+3,98213F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp112,432$1.59M0.01%-2,15813F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC95,238$1.35M0.63%013F-HRTimeline
OBSIDIAN CIO, LLC69,536$986K0.14%+80913F-HRTimeline
LANARK FINANCIAL, INC.68,759$975K0.08%+7,21413F-HRTimeline
Cetera Investment Advisers67,743$961K<0.01%+7,96913F-HRTimeline
Peregrine Asset Advisers, Inc.58,983$836K0.26%+1313F-HRTimeline
WEALTH ALLIANCE, LLC55,701$790K0.09%+1,08913F-HRTimeline
Verity Asset Management, Inc.54,438$772K0.37%-23913F-HRTimeline
Smith Asset Management Co., LLC52,463$744K0.64%-54313F-HRTimeline
COMERICA BANK51,909$736K<0.01%+4,55213F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…48,452$687K0.23%-16,42713F-HRTimelineGroup
NewEdge Advisors, LLC45,760$649K<0.01%-70013F-HRTimeline
Cambridge Investment Research Advisors,…44,338$629K<0.01%-46813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA40,500$574K0.3%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,935$552K<0.01%+2,80813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …37,630$534K0.07%013F-HRTimelineGroup
Round Rock Advisors LLC35,345$501K0.09%+1,51313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,317$387K<0.01%+15,47513F-HRTimelineGroup
Waterfront Wealth Inc.26,786$380K0.09%-4,10113F-HRTimeline
Pointe Capital Management LLC26,565$377K0.2%013F-HRTimeline
Janney Montgomery Scott LLC26,199$372K<0.01%-53713F-HRTimeline
SHUFRO ROSE & CO LLC25,900$366K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp21,590$306K0.04%-6,38113F-HRTimeline
Beacon Pointe Advisors, LLC21,195$301K<0.01%-16513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,900$282K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,942$254K<0.01%+2,36413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,852$225K<0.01%+21913F-HRTimeline
Jackson Hole Capital Partners, LLC15,624$222K0.04%new13F-HRTimeline
MAI Capital Management15,475$219K<0.01%+10513F-HRTimeline
Annex Advisory Services, LLC15,407$218K0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.14,853$211K0.12%013F-HRTimeline
Prospera Financial Services Inc14,764$209K<0.01%-35613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,175$201K<0.01%+34213F-HRTimelineGroup
ProVise Management Group, LLC13,818$196K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,677$194K<0.01%-5,13013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,459$177K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…11,138$158K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC10,575$150K0.06%013F-HRTimeline
Papamarkou Wellner Asset Management inc.10,000$142K0.09%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$49.6K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,300$46.7K0.02%13F-HRTimeline
NFSG Corp2,979$42.2K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,860$40.6K<0.01%+6813F-HRTimelineGroup
IFP Advisors, Inc2,439$34.6K<0.01%+5013F-HRTimeline
CoreCap Advisors, LLC2,351$33.3K<0.01%-97513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,618$22.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,410$20K<0.01%013F-HRTimeline
Crews Bank & Trust1,350$19.1K<0.01%013F-HRTimeline
Blue Trust, Inc.1,309$18.6K<0.01%013F-HRTimeline
Allworth Financial LP1,306$18.5K<0.01%+1413F-HRTimeline
Missouri Trust & Investment Co1,244$17.6K0.01%+4013F-HRTimeline
Geneos Wealth Management Inc.991$14.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$7.09K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$7.09K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.69K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.42K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.