BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q4 2024 (December 31)
138holders +13
19new positions
11sold out
$20.59avg. 13F price*

At the end of Q4 2024, 138 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 13 from Q3 2024. 19 opened new positions and 11 sold out. The largest holders were Karpus Management, Inc. ($57.9M), Rivernorth Capital Management, LLC ($32.3M) and Almitas Capital LLC ($30.9M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$9.8M
Exits11$2.6M

All 13F filers, Q3 2024 → Q4 2024: 3,676,011 shares bought and 1,393,973 shares sold, net +2,282,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

Karpus Management, Inc. 1.71% Add +9.0% 2,813,280 $57.9M
Rivernorth Capital Management, LLC 1.56% Reduce -10.9% 1,568,869 $32.3M
Almitas Capital LLC 6.81% Add +179.6% 1,501,061 $30.9M
MacKay Shields LLC 5.79% No change 1,401,701 $28.9M
Allspring Global Investments Holdings, LLC 0.04% Add +22.3% 1,335,788 $27.5M
Morgan Stanley 0.00% Reduce -9.8% 1,217,558 $25.1M
Pathstone Holdings, LLC 0.09% Add +92.6% 958,519 $19.7M
Logan Stone Capital, LLC 5.89% Reduce -11.8% 855,041 $17.6M
Bank of America Corp. 0.00% Reduce -16.1% 848,019 $17.5M
Tortoise Investment Management, LLC 1.74% Add +29.2% 798,802 $16.4M
UBS Group AG 0.00% Reduce -6.0% 779,600 $16.1M
City of London Investment Management Co. Ltd. 1.43% Add +35.5% 698,278 $14.4M
Van Eck Associates Corp. 0.01% Add +3.9% 561,113 $11.6M
Sentinel Trust Co. Lba 1.32% Add +9.7% 558,146 $11.5M
Saba Capital Management, L.P. 0.28% Add +41.2% 539,880 $11.1M
Merit Financial Group, LLC 0.18% Reduce -0.8% 477,034 $9.8M
Narwhal Capital Management 0.80% Reduce -6.8% 437,070 $9.0M
LPL Financial LLC 0.00% Add +5.7% 423,159 $8.7M
Hennion & Walsh Asset Management, Inc. 0.34% Add +24.6% 359,403 $7.4M
1607 Capital Partners, LLC 0.52% Add +100.3% 315,019 $6.5M
NorthCoast Asset Management LLC 0.03% Add +199.3% 262,825 $5.4M
Cerity Partners LLC 0.01% Add +0.6% 241,286 $5.0M
WealthBridge Capital Management, LLC 1.34% Reduce -4.1% 233,521 $4.8M
Stifel Financial Corp. 0.00% Reduce -48.1% 207,997 $4.3M
AQR Arbitrage LLC 0.18% Reduce -20.3% 207,479 $4.3M
Jacobi Capital Management LLC 0.31% Add +3.3% 203,179 $4.2M
Raymond James Financial Inc. 0.00% — 149,542 $3.1M
Beverly Hills Private Wealth, LLC 0.62% Add +7.0% 147,253 $3.0M
Advisors Asset Management, Inc. 0.05% Reduce -2.1% 143,503 $3.0M
Rockefeller Capital Management L.P. 0.01% Add +23.9% 141,461 $2.9M
Elgethun Capital Management 0.66% Reduce -0.1% 132,918 $2.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.3% 129,653 $2.7M
Waterfront Wealth Inc. 0.59% Add +4.1% 117,125 $2.4M
Scarborough Advisors, LLC 0.34% New 116,262 $2.4M
Walter & Keenan Wealth Management LLC /in/ 0.71% Reduce -15.0% 113,969 $2.3M
Amplius Wealth Advisors, LLC 0.23% Reduce -12.9% 107,987 $2.2M
Royal Bank of Canada 0.00% Reduce -0.0% 105,381 $2.2M
Eldridge Investment Advisors, Inc. 0.49% Add +2.3% 102,668 $2.1M
Maltin Wealth Management, Inc. 1.02% Add +52.9% 101,191 $2.1M
Matisse Capital 1.05% Add +102.7% 100,739 $2.1M
Envestnet Asset Management Inc. 0.00% New 100,633 $2.1M
Hara Capital LLC 1.26% Reduce -60.5% 96,322 $2.0M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 88,644 $1.8M
NINE MASTS CAPITAL Ltd 0.34% No change 84,634 $1.7M
Park Avenue Securities LLC 0.02% New 79,348 $1.6M
Gridiron Partners, LLC 0.99% No change 75,855 $1.6M
Sanctuary Advisors, LLC 0.01% Add +2.9% 73,343 $1.5M
Dakota Wealth Management 0.03% Add +30.1% 70,900 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +64.2% 69,082 $1.4M
Anchor Investment Management, LLC 0.13% Add +0.1% 67,931 $1.4M
Seed Wealth Management, Inc. 1.04% Add +41.8% 62,720 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -3.9% 61,930 $1.3M
HighTower Advisors, LLC 0.00% Add +45.0% 59,167 $1.2M
Wolverine Asset Management LLC 0.09% Add +32.3% 57,449 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -13.2% 56,574 $1.2M
LexAurum Advisors, LLC 0.23% Reduce -2.8% 56,257 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -3.4% 55,150 $1.1M
Landscape Capital Management, L.L.C. 0.12% Reduce -47.3% 55,028 $1.1M
Gill Capital Partners, LLC 0.38% Reduce -10.9% 51,962 $1.1M
EP Wealth Advisors, LLC 0.01% No change 45,304 $933K
Private Advisor Group, LLC 0.01% Add +48.5% 43,178 $889K
Oder Investment Management, LLC 0.65% Add +0.1% 37,799 $778K
Corient Private Wealth LP 0.00% Reduce -11.7% 36,360 $749K
Integrated Wealth Concepts LLC 0.01% Reduce -7.9% 35,883 $739K
Riverbridge Partners LLC 0.01% Add +0.0% 34,797 $716K
Guggenheim Capital LLC 0.01% Reduce -17.5% 34,202 $704K
Advisory Services Network, LLC 0.01% Reduce -32.4% 30,841 $635K
Private Trust Co. NA 0.06% Add +13.9% 30,667 $631K
Independent Advisor Alliance 0.01% New 29,901 $616K
Cwm, LLC 0.00% Add +0.4% 28,588 $589K
Andrew Hill Investment Advisors, Inc. 0.42% Add +5.2% 27,324 $563K
Janney Montgomery Scott LLC 0.00% Reduce -10.0% 26,484 $545K
Jefferies Financial Group Inc. 0.01% Reduce -3.1% 25,020 $515K
HRT Financial LP 0.00% New 24,803 $510K
Encompass Wealth Advisors, LLC 0.20% No change 24,400 $502K
Ackerman Capital Advisors, LLC 0.13% Add +2.4% 24,243 $499K
PNC Financial Services Group, Inc. 0.00% No change 23,515 $484K
Wilmington Savings Fund Society, FSB 0.01% No change 23,475 $483K
Magnus Financial Group LLC 0.05% Reduce -6.5% 22,928 $472K
Successful Portfolios LLC 0.30% No change 21,707 $447K
Avior Wealth Management, LLC 0.02% Add +23.0% 21,670 $446K
Moneta Group Investment Advisors LLC 0.01% Add +0.9% 21,412 $441K
Northwestern Mutual Wealth Management Co. 0.00% Add +20.6% 20,656 $425K
Covenant Asset Management, LLC 0.09% No change 20,350 $419K
Kestra Private Wealth Services, LLC 0.01% Add +0.8% 18,825 $388K
Wealthcare Advisory Partners LLC 0.01% Add +0.3% 17,450 $359K
Tamar Securities, LLC 0.05% Add +0.1% 16,830 $347K
Icon Wealth Advisors, LLC 0.03% No change 16,825 $346K
Readystate Asset Management LP 0.03% New 16,659 $343K
Summit Financial Wealth Advisors, LLC 0.07% Reduce -1.4% 15,850 $334K
Nomura Holdings Inc. 0.00% New 15,500 $319K
Integrated Capital Management, Inc. 0.25% New 15,263 $314K
Petra Financial Advisors Inc. 0.21% New 15,195 $313K
Smith Asset Management Co., LLC 0.29% — 14,689 $302K
Cary Street Partners Financial LLC 0.01% — 13,539 $279K
Blue Bell Private Wealth Management, LLC 0.05% Add +13400.0% 13,500 $278K
Shaker Financial Services, LLC 0.10% Reduce -25.7% 13,143 $271K
Edge Wealth Management LLC 0.05% No change 13,000 $268K
Generation Capital Management LLC 0.22% — 12,390 $255K
Cetera Investment Advisers 0.00% Reduce -4.6% 12,173 $251K

"% 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 138 holders