BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q3 2024 (September 30)
125holders −1
12new positions
12sold out
2famous investors
$21.60avg. 13F price*

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

050100150 Q1 2024: 120Q1 2024Q2 2024: 126Q2 2024Q3 2024: 125Q3 2024Q4 2024: 138Q4 2024Q1 2025: 131Q1 2025Q2 2025: 129Q2 2025Q3 2025: 139Q3 2025Q4 2025: 141Q4 2025Q1 2026: 144Q1 2026Q2 2026: 141Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$7.8M
Exits12$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.

Show all 125 holders