BlackRock 2030 Muni TRGT TRMBTT
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 141 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 2 from Q3 2025. 9 opened new positions and 11 sold out. The largest holders were Karpus Management, Inc. ($105.4M), Pathstone Holdings, LLC ($41.9M) and Allspring Global Investments Holdings, LLC ($35.6M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.8M |
| Exits | 11 | $10.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,106,190 shares bought and 3,205,467 shares sold, net −2,099,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Karpus Management, Inc. | 3.24% | Add +4.8% | 4,618,725 | $105.4M |
| Pathstone Holdings, LLC | 0.16% | Reduce -18.9% | 1,833,979 | $41.9M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +5.0% | 1,560,360 | $35.6M |
| Almitas Capital LLC | 7.50% | Reduce -3.5% | 1,486,013 | $33.9M |
| MacKay Shields LLC | 9.76% | Reduce -3.9% | 1,364,127 | $31.1M |
| Tortoise Investment Management, LLC | 2.73% | Add +11.3% | 1,361,137 | $31.1M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 1,241,871 | $28.3M |
| Rivernorth Capital Management, LLC | 1.27% | Reduce -10.3% | 1,166,387 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 766,484 | $17.5M |
| UBS Group AG | 0.00% | Reduce -4.6% | 701,209 | $16.0M |
| City of London Investment Management Co. Ltd. | 1.13% | No change | 662,759 | $15.1M |
| Sentinel Trust Co. Lba | 1.37% | Add +13.2% | 609,630 | $13.9M |
| Hennion & Walsh Asset Management, Inc. | 0.43% | Add +6.2% | 542,733 | $12.4M |
| Van Eck Associates Corp. | 0.01% | Add +13.4% | 528,422 | $12.1M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.1% | 461,074 | $10.5M |
| LPL Financial LLC | 0.00% | Add +3.6% | 429,814 | $9.8M |
| Narwhal Capital Management | 0.64% | Reduce -0.4% | 387,702 | $8.8M |
| 1607 Capital Partners, LLC | 0.45% | Reduce -7.7% | 290,806 | $6.6M |
| Focus Partners Wealth | 0.01% | New | 252,239 | $5.8M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 215,635 | $4.9M |
| Jacobi Capital Management LLC | 0.27% | Add +0.4% | 204,180 | $4.7M |
| WealthBridge Capital Management, LLC | 0.99% | Add +0.2% | 190,045 | $4.3M |
| Beverly Hills Private Wealth, LLC | 0.69% | Add +8.5% | 174,692 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 156,787 | $3.6M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 143,450 | $3.3M |
| Elgethun Capital Management | 0.54% | Add +3.5% | 137,007 | $3.1M |
| Dakota Wealth Management | 0.05% | Add +1.6% | 132,260 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.5% | 132,090 | $3.0M |
| Maltin Wealth Management, Inc. | 1.19% | Add +1.2% | 131,007 | $3.0M |
| Hara Capital LLC | 1.53% | No change | 120,685 | $2.8M |
| Scarborough Advisors, LLC | 0.46% | Add +1.7% | 120,117 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.54% | Reduce -1.1% | 107,256 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 105,681 | $2.4M |
| Amplius Wealth Advisors, LLC | 0.20% | Add +0.0% | 104,707 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.0% | 103,841 | $2.4M |
| Waterfront Wealth Inc. | 0.44% | Reduce -3.1% | 101,274 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.1% | 91,659 | $2.1M |
| Matisse Capital | 0.92% | Reduce -10.7% | 90,000 | $2.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.52% | Add +0.0% | 85,341 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 80,832 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.3% | 80,329 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +123.7% | 78,629 | $1.8M |
| Gridiron Partners, LLC | 1.00% | Reduce -95.9% | 77,255 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.7% | 73,954 | $1.7M |
| Anchor Investment Management, LLC | 0.13% | Add +2.6% | 71,312 | $1.6M |
| Seed Wealth Management, Inc. | 0.93% | Reduce -0.8% | 59,170 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 55,607 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +5.5% | 52,521 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.0% | 51,937 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.1% | 50,610 | $1.2M |
| Cohen & Steers, Inc. | 0.00% | Add +25.0% | 50,000 | $1.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.38% | Add +0.8% | 49,685 | $1.1M |
| Ieq Capital, LLC | 0.00% | Reduce -35.9% | 47,381 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.08% | No change | 46,490 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 45,820 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.1% | 44,134 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 43,632 | $996K |
| Seven Mile Advisory | 0.17% | No change | 43,303 | $988K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 43,253 | $987K |
| Oder Investment Management, LLC | 0.71% | Reduce -1.5% | 43,151 | $985K |
| Oppenheimer & Co. Inc. | 0.01% | Add +27.8% | 37,901 | $865K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.1% | 36,425 | $831K |
| Evolve Private Wealth, LLC | 0.05% | — | 34,009 | $776K |
| M&T Bank Corp | 0.00% | Add +94.1% | 32,383 | $739K |
| Private Trust Co. NA | 0.06% | Add +3.4% | 30,667 | $700K |
| MML Investors Services, LLC | 0.00% | Add +70.6% | 29,241 | $667K |
| Petra Financial Advisors Inc. | 0.38% | Add +3.1% | 28,560 | $652K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.6% | 28,337 | $647K |
| Janney Montgomery Scott LLC | 0.00% | Add +48.6% | 27,547 | $629K |
| Jefferies Financial Group Inc. | 0.01% | Add +1.9% | 26,485 | $604K |
| Andrew Hill Investment Advisors, Inc. | 0.45% | No change | 26,154 | $597K |
| Closed-End Fund Advisors, Inc. | 0.34% | — | 24,907 | $568K |
| Invesco Ltd. | 0.00% | New | 24,869 | $568K |
| Encompass Wealth Advisors, LLC | 0.19% | No change | 24,400 | $557K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 23,472 | $536K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 22,314 | $509K |
| Magnus Financial Group LLC | 0.04% | Reduce -7.5% | 21,399 | $488K |
| Integrated Capital Management, Inc. | 0.32% | Reduce -2.7% | 21,377 | $488K |
| Ackerman Capital Advisors, LLC | 0.10% | Add +4.6% | 21,088 | $481K |
| &partners | 0.00% | Add +50.9% | 20,702 | $472K |
| Successful Portfolios LLC | 0.23% | Reduce -7.7% | 20,032 | $453K |
| Cwm, LLC | 0.00% | Add +1.5% | 19,800 | $452K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 19,253 | $439K |
| AQR Capital Management | 0.00% | No change | 18,539 | $423K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 18,527 | $423K |
| Covenant Asset Management, LLC | 0.08% | No change | 18,490 | $422K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.7% | 17,715 | $404K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 17,100 | $390K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 16,825 | $384K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.4% | 15,385 | $351K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +0.8% | 15,249 | $348K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -3.3% | 14,550 | $332K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 14,310 | $327K |
| Cary Street Partners Financial LLC | 0.01% | No change | 13,539 | $309K |
| Franklin Resources Inc. | 0.00% | No change | 13,250 | $302K |
| HRT Financial LP | 0.00% | New | 13,259 | $302K |
| Edge Wealth Management LLC | 0.05% | No change | 13,000 | $297K |
| Tamar Securities, LLC | 0.03% | Add +0.1% | 12,360 | $282K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 12,295 | $281K |
| Avise Financial Cooperative, Inc. | 0.25% | — | 12,250 | $280K |
"% 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.