BlackRock 2030 Muni TRGT TRMBTT
13F holders, Q1 2025 (March 31)131holders −7
8new positions
14sold out
$21.23avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, down 7 from Q4 2024. 8 opened new positions and 14 sold out. The largest holders were Karpus Management, Inc. ($64.0M), Pathstone Holdings, LLC ($34.9M) and Rivernorth Capital Management, LLC ($33.2M).
- Company
- BlackRock 2030 Muni TRGT TRM
- CUSIP
- 09257P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 14 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,205,342 shares bought and 1,242,115 shares sold, net +963,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Karpus Management, Inc. | 2.07% | Add +7.1% | 3,012,742 | $64.0M |
| Pathstone Holdings, LLC | 0.15% | Add +71.3% | 1,642,350 | $34.9M |
| Rivernorth Capital Management, LLC | 1.77% | Reduce -0.2% | 1,566,174 | $33.2M |
| MacKay Shields LLC | 6.46% | Add +11.6% | 1,563,907 | $33.2M |
| Almitas Capital LLC | 11.02% | Add +3.9% | 1,558,862 | $33.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +1.8% | 1,359,182 | $28.9M |
| Morgan Stanley | 0.00% | Add +5.6% | 1,285,687 | $27.3M |
| Tortoise Investment Management, LLC | 2.40% | Add +36.0% | 1,086,346 | $23.1M |
| Bank of America Corp. | 0.00% | Add +1.5% | 860,600 | $18.3M |
| Saba Capital Management, L.P. | 0.47% | Add +48.7% | 802,584 | $17.0M |
| UBS Group AG | 0.00% | Reduce -6.4% | 729,896 | $15.5M |
| City of London Investment Management Co. Ltd. | 1.59% | No change | 698,278 | $14.8M |
| Sentinel Trust Co. Lba | 1.46% | Add +4.2% | 581,696 | $12.3M |
| Merit Financial Group, LLC | 0.15% | Reduce -0.4% | 475,134 | $10.1M |
| LPL Financial LLC | 0.00% | Add +8.8% | 460,267 | $9.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -18.4% | 457,619 | $9.7M |
| Logan Stone Capital, LLC | 4.41% | Reduce -47.9% | 445,494 | $9.5M |
| Narwhal Capital Management | 0.80% | Reduce -3.1% | 423,311 | $9.0M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +3.9% | 373,274 | $7.9M |
| 1607 Capital Partners, LLC | 0.56% | Add +4.1% | 327,919 | $7.0M |
| NorthCoast Asset Management LLC | 0.03% | Add +6.6% | 280,185 | $5.9M |
| WealthBridge Capital Management, LLC | 1.36% | Reduce -2.6% | 227,380 | $4.8M |
| Jacobi Capital Management LLC | 0.34% | Add +6.3% | 215,992 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 201,870 | $4.3M |
| Beverly Hills Private Wealth, LLC | 0.73% | Add +17.6% | 173,181 | $3.7M |
| AQR Arbitrage LLC | 0.14% | Reduce -26.1% | 153,331 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 143,723 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -40.5% | 143,450 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.7% | 138,105 | $2.9M |
| Elgethun Capital Management | 0.63% | Reduce -0.6% | 132,081 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 126,408 | $2.7M |
| Scarborough Advisors, LLC | 0.35% | Add +1.0% | 117,416 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -11.6% | 114,661 | $2.4M |
| Maltin Wealth Management, Inc. | 1.13% | Add +12.1% | 113,410 | $2.4M |
| Waterfront Wealth Inc. | 0.58% | Reduce -4.2% | 112,252 | $2.4M |
| Eldridge Investment Advisors, Inc. | 0.54% | Add +6.7% | 109,535 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -24.0% | 109,079 | $2.3M |
| Amplius Wealth Advisors, LLC | 0.23% | Reduce -2.6% | 105,210 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.66% | Reduce -9.0% | 103,686 | $2.2M |
| Matisse Capital | 1.13% | No change | 100,739 | $2.1M |
| Hara Capital LLC | 1.40% | Add +1.0% | 97,322 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +20.4% | 95,516 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 90,326 | $1.9M |
| Dakota Wealth Management | 0.04% | Add +15.7% | 82,000 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 77,587 | $1.6M |
| Gridiron Partners, LLC | 1.03% | No change | 75,855 | $1.6M |
| Wolverine Asset Management LLC | 0.11% | Add +22.8% | 70,530 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 70,482 | $1.5M |
| Anchor Investment Management, LLC | 0.13% | Add +0.0% | 67,945 | $1.4M |
| Seed Wealth Management, Inc. | 1.08% | No change | 62,720 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 61,461 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.11% | Add +9.9% | 60,461 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 57,560 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.0% | 55,159 | $1.2M |
| Gill Capital Partners, LLC | 0.38% | No change | 51,962 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -33.7% | 48,659 | $1.0M |
| LexAurum Advisors, LLC | 0.19% | Reduce -15.9% | 47,326 | $1.0M |
| Ieq Capital, LLC | 0.01% | New | 47,015 | $998K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.7% | 46,916 | $996K |
| EP Wealth Advisors, LLC | 0.01% | No change | 45,304 | $962K |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 44,005 | $934K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 42,679 | $906K |
| Riverbridge Partners LLC | 0.01% | Add +10.7% | 38,519 | $818K |
| Oder Investment Management, LLC | 0.68% | Add +0.1% | 37,824 | $803K |
| Jefferies Financial Group Inc. | 0.01% | Add +49.6% | 37,440 | $795K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.8% | 32,008 | $680K |
| Avior Wealth Management, LLC | 0.02% | Add +39.9% | 30,311 | $644K |
| Private Trust Co. NA | 0.06% | Reduce -3.3% | 29,667 | $630K |
| Andrew Hill Investment Advisors, Inc. | 0.56% | No change | 27,324 | $580K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.8% | 25,750 | $547K |
| Guggenheim Capital LLC | 0.01% | Reduce -27.5% | 24,805 | $527K |
| Encompass Wealth Advisors, LLC | 0.21% | No change | 24,400 | $518K |
| Petra Financial Advisors Inc. | 0.42% | Add +58.6% | 24,095 | $512K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 23,515 | $499K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 23,475 | $498K |
| Advisory Services Network, LLC | 0.01% | Reduce -25.9% | 22,866 | $485K |
| Magnus Financial Group LLC | 0.05% | Reduce -0.3% | 22,854 | $485K |
| Successful Portfolios LLC | 0.31% | No change | 21,707 | $461K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 20,656 | $439K |
| Cwm, LLC | 0.00% | Reduce -31.8% | 19,500 | $414K |
| Integrated Capital Management, Inc. | 0.32% | Add +25.7% | 19,186 | $407K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 18,897 | $401K |
| Covenant Asset Management, LLC | 0.10% | Reduce -9.1% | 18,490 | $393K |
| Tamar Securities, LLC | 0.05% | Add +0.0% | 16,835 | $357K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 16,825 | $357K |
| BlackRock, Inc. | 0.00% | New | 16,000 | $340K |
| Oppenheimer & Co. Inc. | 0.00% | Add +28.4% | 14,997 | $318K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Add +213.5% | 14,932 | $317K |
| Smith Asset Management Co., LLC | 0.29% | No change | 14,689 | $312K |
| Ackerman Capital Advisors, LLC | 0.08% | Reduce -39.8% | 14,590 | $310K |
| Virtu Financial LLC | 0.02% | New | 14,028 | $298K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +1.5% | 13,700 | $291K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -13.9% | 13,650 | $290K |
| Cary Street Partners Financial LLC | 0.01% | No change | 13,539 | $287K |
| Shaker Financial Services, LLC | 0.11% | Reduce -1.1% | 12,998 | $277K |
| Edge Wealth Management LLC | 0.06% | No change | 13,000 | $276K |
| MML Investors Services, LLC | 0.00% | Add +9.0% | 12,720 | $270K |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 12,277 | $261K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -29.7% | 12,273 | $261K |
| Melfa Wealth Management, Inc. | 0.17% | Add +0.1% | 11,590 | $246K |
"% 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.