BlackRock 2030 Muni TRGT TRMBTT
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 125 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, down 1 from Q2 2024. 12 opened new positions and 12 sold out. The largest holders were Karpus Management, Inc. ($55.8M), Rivernorth Capital Management, LLC ($38.1M) and MacKay Shields LLC ($30.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock 2030 Muni TRGT TRM
- CUSIP
- 09257P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.8M |
| Exits | 12 | $8.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,472,936 shares bought and 1,539,009 shares sold, net +933,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Karpus Management, Inc. | 1.55% | Add +1.8% | 2,581,522 | $55.8M |
| Rivernorth Capital Management, LLC | 1.84% | Reduce -17.5% | 1,761,014 | $38.1M |
| MacKay Shields LLC | 5.21% | No change | 1,401,701 | $30.3M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 1,349,111 | $29.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -10.1% | 1,092,012 | $23.6M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 1,010,788 | $21.9M |
| Logan Stone Capital, LLC | 5.22% | Add +44.4% | 968,992 | $20.9M |
| UBS Group AG | 0.01% | Add +2.2% | 829,611 | $17.9M |
| Tortoise Investment Management, LLC | 1.40% | Add +55.3% | 618,327 | $13.4M |
| Almitas Capital LLC | 4.13% | Add +593.8% | 536,911 | $11.6M |
| Van Eck Associates Corp. | 0.01% | Add +8.7% | 539,934 | $11.4M |
| City of London Investment Management Co. Ltd. | 0.97% | Add +16.1% | 515,329 | $11.1M |
| Sentinel Trust Co. Lba | 1.25% | Add +12.9% | 508,921 | $11.0M |
| Pathstone Holdings, LLC | 0.05% | Add +138.1% | 497,683 | $10.8M |
| Merit Financial Group, LLC | 0.23% | Reduce -1.5% | 480,783 | $10.4M |
| Narwhal Capital Management | 0.91% | Reduce -2.8% | 469,054 | $10.1M |
| Stifel Financial Corp. | 0.01% | Reduce -11.3% | 401,175 | $8.7M |
| LPL Financial LLC | 0.00% | Add +97.4% | 400,459 | $8.7M |
| Saba Capital Management, L.P. | 0.18% | No change | 382,344 | $8.3M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +20.9% | 288,451 | $6.2M |
| AQR Arbitrage LLC | 0.23% | Reduce -14.3% | 260,292 | $5.6M |
| WealthBridge Capital Management, LLC | 1.51% | Reduce -0.9% | 243,516 | $5.3M |
| Hara Capital LLC | 3.27% | Add +251.9% | 243,515 | $5.3M |
| Cerity Partners LLC | 0.01% | No change | 239,836 | $5.2M |
| Jacobi Capital Management LLC | 0.32% | Add +4.1% | 196,689 | $4.3M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -7.1% | 157,235 | $3.4M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.3% | 146,574 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.1% | 138,299 | $3.0M |
| Beverly Hills Private Wealth, LLC | 0.61% | Add +28.8% | 137,663 | $3.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.88% | Reduce -12.5% | 134,059 | $2.9M |
| Elgethun Capital Management | 0.68% | New | 132,989 | $2.9M |
| Amplius Wealth Advisors, LLC | 0.29% | Reduce -0.8% | 123,917 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -60.3% | 114,189 | $2.5M |
| Waterfront Wealth Inc. | 0.58% | Reduce -0.8% | 112,473 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 105,416 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.23% | Reduce -38.8% | 104,323 | $2.3M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 101,371 | $2.2M |
| Eldridge Investment Advisors, Inc. | 0.51% | Add +19.3% | 100,394 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 89,493 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | New | 87,803 | $1.9M |
| NINE MASTS CAPITAL Ltd | 0.92% | Add +37.2% | 84,634 | $1.8M |
| Gridiron Partners, LLC | 0.99% | No change | 75,855 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +42.7% | 71,302 | $1.5M |
| Anchor Investment Management, LLC | 0.14% | Add +0.1% | 67,894 | $1.5M |
| Maltin Wealth Management, Inc. | 0.70% | Add +77.8% | 66,196 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 65,156 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 64,427 | $1.4M |
| Gill Capital Partners, LLC | 0.45% | Reduce -32.0% | 58,340 | $1.3M |
| LexAurum Advisors, LLC | 0.28% | Reduce -3.4% | 57,892 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.1% | 57,064 | $1.2M |
| Dakota Wealth Management | 0.03% | No change | 54,500 | $1.2M |
| Matisse Capital | 0.52% | No change | 49,697 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | No change | 45,304 | $979K |
| Seed Wealth Management, Inc. | 0.76% | Reduce -4.3% | 44,220 | $956K |
| Advisory Services Network, LLC | 0.02% | No change | 45,601 | $947K |
| Wolverine Asset Management LLC | 0.09% | Add +4.3% | 43,409 | $939K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.1% | 42,580 | $921K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.8% | 42,064 | $909K |
| Guggenheim Capital LLC | 0.01% | Reduce -11.8% | 41,443 | $896K |
| Corient Private Wealth LP | 0.00% | New | 41,165 | $890K |
| HighTower Advisors, LLC | 0.00% | Add +27.3% | 40,793 | $878K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.9% | 38,968 | $842K |
| Oder Investment Management, LLC | 0.70% | Reduce -3.8% | 37,748 | $816K |
| Riverbridge Partners LLC | 0.01% | Add +1.8% | 34,792 | $752K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.8% | 29,433 | $636K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.4% | 29,072 | $629K |
| Cwm, LLC | 0.00% | Reduce -6.4% | 28,472 | $616K |
| Private Trust Co. NA | 0.06% | Add +0.4% | 26,917 | $582K |
| Andrew Hill Investment Advisors, Inc. | 0.42% | Reduce -0.0% | 25,974 | $562K |
| Jefferies Financial Group Inc. | 0.01% | No change | 25,820 | $558K |
| Magnus Financial Group LLC | 0.05% | Add +8.9% | 24,516 | $530K |
| Encompass Wealth Advisors, LLC | 0.13% | No change | 24,400 | $528K |
| Ackerman Capital Advisors, LLC | 0.13% | Add +123.8% | 23,679 | $512K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,515 | $508K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 23,475 | $508K |
| Raymond James Trust N.A. | 0.01% | Add +18.3% | 23,002 | $497K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.2% | 22,677 | $490K |
| Successful Portfolios LLC | 0.32% | No change | 21,707 | $469K |
| TrinityPoint Wealth, LLC | 0.07% | Reduce -0.5% | 21,499 | $465K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -8.9% | 21,225 | $459K |
| Covenant Asset Management, LLC | 0.10% | Reduce -10.6% | 20,350 | $440K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 18,679 | $404K |
| Shaker Financial Services, LLC | 0.14% | Reduce -1.7% | 17,699 | $383K |
| Millennium Management | 0.00% | No change | 17,626 | $381K |
| Avior Wealth Management, LLC | 0.02% | Add +37.9% | 17,614 | $381K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 17,407 | $376K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +380.4% | 17,121 | $370K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 16,825 | $364K |
| Tamar Securities, LLC | 0.05% | Add +0.1% | 16,820 | $364K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,744 | $363K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -5.9% | 16,075 | $348K |
| Kestra Advisory Services, LLC | 0.00% | No change | 15,879 | $343K |
| Virtu Financial LLC | 0.02% | New | 13,435 | $290K |
| Citadel Advisors | 0.00% | New | 13,241 | $286K |
| Edge Wealth Management LLC | 0.06% | No change | 13,000 | $281K |
| Smartleaf Asset Management LLC | 0.03% | No change | 12,880 | $279K |
| Cetera Investment Advisers | 0.00% | Reduce -11.6% | 12,758 | $276K |
| Orleans Capital Management Corp. | 0.15% | New | 11,980 | $259K |
| Melfa Wealth Management, Inc. | 0.17% | Add +0.1% | 11,574 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,579 | $250K |
"% 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.