BlackRock 2030 Muni TRGT TRMBTT
13F holders, Q2 2024 (June 30)126holders +6
12new positions
7sold out
1famous investor
$20.77avg. 13F price*
At the end of Q2 2024, 126 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 6 from Q1 2024. 12 opened new positions and 7 sold out. The largest holders were Karpus Management, Inc. ($52.7M), Rivernorth Capital Management, LLC ($44.3M) and Morgan Stanley ($29.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock 2030 Muni TRGT TRM
- CUSIP
- 09257P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $17.1M |
| Exits | 7 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,138,165 shares bought and 729,159 shares sold, net +1,409,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Karpus Management, Inc. | 1.48% | Add +0.8% | 2,536,906 | $52.7M |
| Rivernorth Capital Management, LLC | 2.10% | Reduce -0.5% | 2,133,664 | $44.3M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 1,424,013 | $29.6M |
| MacKay Shields LLC | 5.15% | No change | 1,401,701 | $29.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +9.5% | 1,214,689 | $25.2M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 1,070,740 | $22.2M |
| UBS Group AG | 0.01% | Add +2.7% | 811,519 | $16.9M |
| Logan Stone Capital, LLC | 3.60% | Add +79.0% | 671,281 | $13.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.8% | 496,553 | $10.3M |
| Merit Financial Group, LLC | 0.22% | Reduce -0.6% | 487,961 | $10.1M |
| Narwhal Capital Management | 0.95% | Reduce -0.7% | 482,342 | $10.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 452,363 | $9.4M |
| Sentinel Trust Co. Lba | 1.15% | Add +33.3% | 450,946 | $9.4M |
| City of London Investment Management Co. Ltd. | 0.79% | Add +3.6% | 443,809 | $9.2M |
| Tortoise Investment Management, LLC | 0.94% | Add +1131.7% | 398,173 | $8.3M |
| Saba Capital Management, L.P. | 0.18% | New | 382,344 | $7.9M |
| AQR Arbitrage LLC | 0.29% | Add +30.3% | 303,651 | $6.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -40.5% | 287,498 | $6.0M |
| WealthBridge Capital Management, LLC | 1.69% | Reduce -19.4% | 245,783 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +5.2% | 239,836 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +3.2% | 238,658 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +4.2% | 209,001 | $4.3M |
| LPL Financial LLC | 0.00% | Add +14.4% | 202,842 | $4.2M |
| Jacobi Capital Management LLC | 0.34% | Add +5.5% | 188,990 | $3.9M |
| Atlas Wealth LLC | 0.66% | New | 179,785 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.30% | Add +34.2% | 170,375 | $3.5M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -4.2% | 169,235 | $3.5M |
| Walter & Keenan Wealth Management LLC /in/ | 1.01% | Reduce -13.9% | 153,203 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -2.8% | 146,972 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.3% | 135,447 | $2.8M |
| Amplius Wealth Advisors, LLC | 0.29% | Reduce -4.8% | 124,947 | $2.6M |
| Waterfront Wealth Inc. | 0.64% | Reduce -2.4% | 113,360 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 107,789 | $2.2M |
| Beverly Hills Private Wealth, LLC | 0.49% | Add +74.5% | 106,919 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -8.5% | 101,919 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 92,651 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 90,775 | $1.9M |
| Gill Capital Partners, LLC | 0.69% | No change | 85,740 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.44% | Add +8.7% | 84,143 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.9% | 80,540 | $1.7M |
| Almitas Capital LLC | 0.67% | New | 77,392 | $1.6M |
| Gridiron Partners, LLC | 1.00% | No change | 75,855 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 70,488 | $1.5M |
| Hara Capital LLC | 0.92% | Reduce -1.6% | 69,202 | $1.4M |
| Anchor Investment Management, LLC | 0.14% | Add +9.8% | 67,863 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.1% | 65,352 | $1.4M |
| NINE MASTS CAPITAL Ltd | 0.58% | Add +12.7% | 61,667 | $1.3M |
| LexAurum Advisors, LLC | 0.31% | Reduce -2.6% | 59,927 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.0% | 57,090 | $1.2M |
| Dakota Wealth Management | 0.03% | No change | 54,500 | $1.1M |
| Matisse Capital | 0.51% | New | 49,697 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 49,972 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +0.3% | 46,984 | $976K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.7% | 46,840 | $973K |
| Seed Wealth Management, Inc. | 0.84% | Add +144.9% | 46,220 | $960K |
| Advisory Services Network, LLC | 0.02% | Add +0.1% | 45,601 | $947K |
| EP Wealth Advisors, LLC | 0.01% | No change | 45,304 | $941K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.3% | 44,389 | $922K |
| Wolverine Asset Management LLC | 0.08% | Add +96.1% | 41,634 | $865K |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 40,628 | $844K |
| Oder Investment Management, LLC | 0.74% | Reduce -7.0% | 39,226 | $815K |
| Maltin Wealth Management, Inc. | 0.42% | Add +12.8% | 37,227 | $773K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.3% | 35,460 | $737K |
| Riverbridge Partners LLC | 0.01% | Add +2.9% | 34,188 | $710K |
| HighTower Advisors, LLC | 0.00% | Add +216.1% | 32,052 | $664K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 30,420 | $632K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.4% | 28,922 | $601K |
| Private Trust Co. NA | 0.06% | Add +76.3% | 26,816 | $557K |
| Andrew Hill Investment Advisors, Inc. | 0.45% | Reduce -2.0% | 25,976 | $540K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -9.9% | 25,820 | $536K |
| Encompass Wealth Advisors, LLC | 0.14% | No change | 24,400 | $507K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,515 | $488K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -21.8% | 23,299 | $484K |
| Covenant Asset Management, LLC | 0.11% | No change | 22,750 | $473K |
| Magnus Financial Group LLC | 0.05% | Add +26.6% | 22,512 | $468K |
| Successful Portfolios LLC | 0.31% | Reduce -4.0% | 21,707 | $451K |
| TrinityPoint Wealth, LLC | 0.07% | Reduce -17.1% | 21,610 | $449K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.5% | 19,854 | $412K |
| Raymond James Trust N.A. | 0.01% | No change | 19,448 | $404K |
| Shaker Financial Services, LLC | 0.15% | New | 18,000 | $375K |
| Millennium Management | 0.00% | No change | 17,626 | $366K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.3% | 17,374 | $361K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 16,825 | $355K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -12.1% | 17,075 | $355K |
| Tamar Securities, LLC | 0.06% | Add +6.4% | 16,812 | $349K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,744 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.4% | 15,879 | $330K |
| Nomura Holdings Inc. | 0.00% | No change | 15,630 | $325K |
| Cetera Investment Advisers | 0.00% | Add +32.1% | 14,427 | $300K |
| Creative Planning | 0.00% | Reduce -5.9% | 14,249 | $296K |
| Fort Point Capital Partners LLC | 0.04% | Add +10.6% | 13,485 | $280K |
| MGB Wealth Management, LLC | 0.10% | No change | 13,226 | $278K |
| Edge Wealth Management LLC | 0.06% | No change | 13,000 | $270K |
| Smartleaf Asset Management LLC | 0.04% | No change | 12,880 | $266K |
| Avior Wealth Management, LLC | 0.01% | Add +0.5% | 12,770 | $265K |
| Melfa Wealth Management, Inc. | 0.17% | Add +0.1% | 11,566 | $240K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,579 | $240K |
| Harbor Investment Advisory, LLC | 0.02% | Add +8.1% | 11,476 | $238K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.2% | 11,466 | $238K |
| NewEdge Advisors, LLC | 0.00% | Add +752.2% | 11,189 | $232K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 10,959 | $227K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | Reduce -77.6% | 10,857 | $226K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -32.7% | 10,730 | $223K |
| Ackerman Capital Advisors, LLC | 0.06% | New | 10,580 | $220K |
| Western Wealth Management, LLC | 0.02% | No change | 10,295 | $214K |
| US Bancorp \de | 0.00% | No change | 9,980 | $207K |
| Comerica Bank | 0.00% | Reduce -5.2% | 9,101 | $189K |
| Perkins Coie Trust Co | 0.04% | New | 7,442 | $155K |
| Bessemer Group Inc. | 0.00% | Add +14.3% | 6,981 | $145K |
| Colonial Trust Co / SC | 0.02% | Add +30.0% | 6,500 | $135K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 4,334 | $90K |
| Rothschild Investment LLC | 0.01% | No change | 4,000 | $83K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.4% | 3,564 | $74K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +0.7% | 2,539 | $53K |
| Montag A & Associates Inc. | 0.00% | No change | 2,200 | $46K |
| Crewe Advisors LLC | 0.00% | No change | 2,000 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,000 | $42K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,000 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,900 | $40K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.1% | 1,658 | $34K |
| HM Payson & Co. | 0.00% | New | 1,300 | $27K |
| TruNorth Capital Management, LLC | 0.01% | New | 1,000 | $21K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 750 | $16K |
| Bank of New Hampshire | 0.00% | No change | 500 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +50.0% | 9 | $187 |
| Wells Fargo & Company | 0.00% | No change | 5 | $106 |
"% of holder's portfolio" is BTT's weight in each manager's 13F, not the share of BlackRock 2030 Muni TRGT TRM the manager owns.