BlackRock 2030 Muni TRGT TRMBTT
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 129 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, down 2 from Q1 2025. 11 opened new positions and 12 sold out. The largest holders were Karpus Management, Inc. ($78.5M), Pathstone Holdings, LLC ($46.5M) and MacKay Shields LLC ($34.2M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock 2030 Muni TRGT TRM
- CUSIP
- 09257P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 12 | $8.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,679,002 shares bought and 1,497,136 shares sold, net +181,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Karpus Management, Inc. | 2.53% | Add +19.1% | 3,587,879 | $78.5M |
| Pathstone Holdings, LLC | 0.18% | Add +29.3% | 2,123,631 | $46.5M |
| MacKay Shields LLC | 7.10% | No change | 1,563,907 | $34.2M |
| Almitas Capital LLC | 8.62% | Reduce -0.0% | 1,558,260 | $34.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +3.5% | 1,406,687 | $30.8M |
| Rivernorth Capital Management, LLC | 1.58% | Reduce -17.0% | 1,300,557 | $28.5M |
| Morgan Stanley | 0.00% | Add +0.1% | 1,286,305 | $28.2M |
| Tortoise Investment Management, LLC | 2.48% | Add +9.5% | 1,189,486 | $26.0M |
| Saba Capital Management, L.P. | 0.53% | Add +9.3% | 877,113 | $19.2M |
| UBS Group AG | 0.00% | Add +8.3% | 790,087 | $17.3M |
| Bank of America Corp. | 0.00% | Reduce -10.0% | 774,535 | $17.0M |
| City of London Investment Management Co. Ltd. | 1.24% | Reduce -12.8% | 609,059 | $13.3M |
| Sentinel Trust Co. Lba | 1.38% | No change | 581,696 | $12.7M |
| Merit Financial Group, LLC | 0.12% | Reduce -0.9% | 471,040 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 451,662 | $9.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -1.9% | 448,688 | $9.8M |
| Narwhal Capital Management | 0.74% | Add +0.0% | 423,363 | $9.3M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Add +0.5% | 375,301 | $8.2M |
| 1607 Capital Partners, LLC | 0.58% | Reduce -0.1% | 327,479 | $7.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +0.0% | 280,289 | $6.1M |
| Jacobi Capital Management LLC | 0.30% | Reduce -5.3% | 204,516 | $4.5M |
| WealthBridge Capital Management, LLC | 1.12% | Reduce -11.5% | 201,276 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 197,082 | $4.3M |
| Beverly Hills Private Wealth, LLC | 0.68% | Reduce -4.8% | 164,879 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.0% | 159,273 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.3% | 142,950 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 139,898 | $3.1M |
| Elgethun Capital Management | 0.58% | Add +0.1% | 132,251 | $2.9M |
| Maltin Wealth Management, Inc. | 1.28% | Add +14.3% | 129,683 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.6% | 125,567 | $2.8M |
| Hara Capital LLC | 1.63% | Add +23.7% | 120,385 | $2.6M |
| Scarborough Advisors, LLC | 0.51% | Add +0.6% | 118,154 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +20.8% | 115,377 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.8% | 111,399 | $2.4M |
| Eldridge Investment Advisors, Inc. | 0.49% | Reduce -1.5% | 107,867 | $2.4M |
| Waterfront Wealth Inc. | 0.53% | Reduce -4.2% | 107,529 | $2.4M |
| Amplius Wealth Advisors, LLC | 0.21% | Reduce -0.4% | 104,810 | $2.3M |
| Matisse Capital | 1.04% | No change | 100,739 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | Reduce -10.6% | 92,751 | $2.0M |
| Dakota Wealth Management | 0.04% | Add +8.4% | 88,900 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 88,214 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 81,394 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +68.8% | 79,385 | $1.7M |
| Gridiron Partners, LLC | 1.03% | No change | 75,855 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 74,679 | $1.6M |
| Anchor Investment Management, LLC | 0.13% | Add +3.4% | 70,266 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -37.1% | 68,604 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 61,110 | $1.3M |
| Seed Wealth Management, Inc. | 0.97% | Reduce -4.9% | 59,620 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 56,100 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.0% | 55,172 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 48,683 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +5.6% | 46,461 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | No change | 45,304 | $992K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 45,192 | $989K |
| Oder Investment Management, LLC | 0.72% | Add +15.7% | 43,767 | $958K |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 42,856 | $938K |
| Riverbridge Partners LLC | 0.01% | Add +3.8% | 39,988 | $875K |
| Logan Stone Capital, LLC | 0.39% | Reduce -91.6% | 37,566 | $822K |
| Thomas J. Herzfeld Advisors, Inc. | 0.28% | New | 36,048 | $789K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 31,619 | $692K |
| LexAurum Advisors, LLC | 0.11% | Reduce -34.6% | 30,939 | $677K |
| Private Trust Co. NA | 0.06% | No change | 29,667 | $649K |
| Andrew Hill Investment Advisors, Inc. | 0.49% | Add +1.7% | 27,789 | $608K |
| Petra Financial Advisors Inc. | 0.38% | Add +12.2% | 27,030 | $592K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -30.6% | 25,985 | $569K |
| Integrated Capital Management, Inc. | 0.42% | Add +32.0% | 25,321 | $554K |
| Oppenheimer & Co. Inc. | 0.01% | Add +68.8% | 25,314 | $554K |
| Encompass Wealth Advisors, LLC | 0.20% | No change | 24,400 | $534K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 23,921 | $524K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.0% | 23,472 | $514K |
| Magnus Financial Group LLC | 0.04% | Add +1.3% | 23,145 | $507K |
| Successful Portfolios LLC | 0.29% | No change | 21,707 | $475K |
| NewEdge Advisors, LLC | 0.00% | Add +101.1% | 21,652 | $474K |
| Guggenheim Capital LLC | 0.00% | Reduce -18.6% | 20,195 | $442K |
| Susquehanna International Group, LLP | 0.00% | New | 19,865 | $435K |
| Cwm, LLC | 0.00% | No change | 19,500 | $427K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 19,007 | $416K |
| Advisory Services Network, LLC | 0.01% | Reduce -19.0% | 18,513 | $410K |
| Covenant Asset Management, LLC | 0.08% | No change | 18,490 | $405K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 16,825 | $368K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +13.9% | 15,600 | $341K |
| Avior Wealth Management, LLC | 0.01% | Reduce -49.7% | 15,252 | $334K |
| MML Investors Services, LLC | 0.00% | Add +18.5% | 15,075 | $330K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +0.7% | 15,030 | $329K |
| Tamar Securities, LLC | 0.04% | Reduce -11.8% | 14,843 | $325K |
| Smith Asset Management Co., LLC | 0.28% | No change | 14,689 | $322K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.5% | 14,356 | $314K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 13,650 | $299K |
| Cary Street Partners Financial LLC | 0.01% | No change | 13,539 | $296K |
| Aviance Capital Partners, LLC | 0.04% | Add +20.7% | 13,484 | $295K |
| Edge Wealth Management LLC | 0.06% | No change | 13,000 | $285K |
| Wellspring Financial Advisors, LLC | 0.03% | New | 13,033 | $285K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 12,280 | $269K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.2% | 11,560 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,579 | $253K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -0.9% | 11,489 | $252K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 11,476 | $251K |
| Cetera Investment Advisers | 0.00% | Reduce -7.3% | 11,387 | $249K |
| &partners | 0.00% | Add +14.2% | 11,209 | $245K |
"% 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.