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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.8M |
| Exits | 11 | $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 |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -48.5% | 11,678 | $240K |
| MML Investors Services, LLC | 0.00% | New | 11,666 | $240K |
| Melfa Wealth Management, Inc. | 0.16% | Add +0.1% | 11,584 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,579 | $238K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.3% | 11,520 | $237K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 11,476 | $236K |
| Susquehanna International Group, LLP | 0.00% | Add +10.7% | 11,473 | $236K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | No change | 10,857 | $224K |
| NewEdge Advisors, LLC | 0.00% | Add +5.6% | 10,764 | $222K |
| Two Sigma Securities, LLC | 0.04% | New | 10,705 | $220K |
| Aviance Capital Partners, LLC | 0.03% | New | 10,394 | $214K |
| Western Wealth Management, LLC | 0.01% | No change | 10,295 | $212K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -36.2% | 10,126 | $208K |
| &partners | 0.00% | New | 9,811 | $204K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 8,500 | $175K |
| Bessemer Group Inc. | 0.00% | Add +11.3% | 8,126 | $168K |
| Noble Wealth Management PBC | 0.11% | — | 7,511 | $155K |
| Perkins Coie Trust Co | 0.03% | No change | 7,442 | $153K |
| Comerica Bank | 0.00% | Add +0.1% | 6,868 | $141K |
| MAI Capital Management | 0.00% | New | 6,347 | $131K |
| Colonial Trust Co / SC | 0.02% | No change | 5,000 | $103K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +86.3% | 4,763 | $98K |
| Osaic Holdings, Inc. | 0.00% | Add +131.2% | 4,451 | $92K |
| Parallel Advisors, LLC | 0.00% | Add +0.9% | 4,401 | $91K |
| Rothschild Investment LLC | 0.01% | No change | 4,000 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -76.7% | 3,007 | $61K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,200 | $45K |
| Chapman Financial Group, LLC | 0.03% | — | 2,000 | $41K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,000 | $41K |
| Westside Investment Management, Inc. | 0.01% | New | 1,834 | $38K |
| Spire Wealth Management | 0.00% | New | 1,385 | $29K |
| Clark Wealth Partners | 0.02% | — | 1,330 | $27K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 750 | $15K |
| Bank of New Hampshire | 0.00% | No change | 500 | $10K |
| Allworth Financial LP | 0.00% | New | 350 | $7K |
| Lee Danner & Bass Inc. | 0.00% | New | 300 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.6% | 4 | $82 |
| Wells Fargo & Company | 0.00% | Reduce -99.0% | 2 | $39 |
"% 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.