BlackRock LNG-TRM Muni AdvXBTAX
13F holders, Q4 2025 (December 31)46holders
6new positions
7sold out
1famous investor
$9.28avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding BlackRock LNG-TRM Muni Adv (XBTAX) in their 13F filings, unchanged from Q3 2025. 6 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($6.9M), Rivernorth Capital Management, LLC ($4.2M) and Guggenheim Capital LLC ($4.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock LNG-TRM Muni Adv
- CUSIP
- 09250B103
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 7 | $718K |
All 13F filers, Q3 2025 → Q4 2025: 720,972 shares bought and 181,162 shares sold, net +539,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sit Investment Associates Inc. | 0.14% | Add +102.0% | 743,577 | $6.9M |
| Rivernorth Capital Management, LLC | 0.20% | Add +51.9% | 451,466 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -4.5% | 442,167 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -7.9% | 239,863 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 213,840 | $2.0M |
| UBS Group AG | 0.00% | Reduce -2.8% | 208,805 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 195,775 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.7% | 168,179 | $1.6M |
| Noble Wealth Management PBC | 0.62% | Reduce -4.7% | 133,879 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +20.8% | 89,686 | $832K |
| Van Eck Associates Corp. | 0.00% | Reduce -3.6% | 80,331 | $745K |
| Robinson Capital Management, LLC | 0.26% | New | 67,182 | $623K |
| Melfa Wealth Management, Inc. | 0.24% | No change | 43,991 | $408K |
| Tyche Wealth Partners LLC | 0.06% | No change | 39,109 | $363K |
| Palogic Value Management, L.P. | 0.15% | No change | 38,024 | $353K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.4% | 36,161 | $336K |
| HBK Sorce Advisory LLC | 0.01% | No change | 34,620 | $334K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.1% | 32,404 | $301K |
| LPL Financial LLC | 0.00% | Add +53.2% | 31,185 | $289K |
| Cohen & Steers, Inc. | 0.00% | No change | 30,000 | $278K |
| Bank of New York Mellon Corp | 0.00% | Add +25.0% | 26,864 | $249K |
| Wolverine Asset Management LLC | 0.01% | New | 26,800 | $249K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.0% | 23,319 | $216K |
| Essential Investment Partners LLC | 0.18% | — | 20,900 | $194K |
| River Street Advisors LLC | 0.07% | No change | 18,899 | $175K |
| Arlington Capital Management, Inc. | 0.11% | New | 18,667 | $173K |
| Allworth Financial LP | 0.00% | No change | 18,000 | $167K |
| Natural Investments, LLC | 0.04% | No change | 15,985 | $148K |
| Curi Capital, LLC | 0.00% | Add +0.5% | 14,226 | $132K |
| Ameriprise Financial Inc. | 0.00% | Add +41.2% | 14,145 | $131K |
| Susquehanna International Group, LLP | 0.00% | Add +9.2% | 14,081 | $131K |
| PFG Investments, LLC | 0.01% | Add +0.8% | 13,062 | $121K |
| Cerity Partners LLC | 0.00% | Add +0.5% | 12,244 | $114K |
| Citadel Advisors | 0.00% | New | 11,710 | $109K |
| Osaic Holdings, Inc. | 0.00% | Add +25.2% | 11,499 | $107K |
| Absolute Investment Advisers, LLC | 0.01% | New | 11,306 | $106K |
| Nomura Holdings Inc. | 0.00% | New | 10,562 | $98K |
| Nuveen, LLC | 0.00% | No change | 10,127 | $94K |
| Bernard Wealth Management Corp. | 0.02% | No change | 6,100 | $57K |
| Hollencrest Capital Management | 0.00% | No change | 5,600 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.4% | 5,380 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -14.6% | 3,418 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $19K |
| Bank of America Corp. | 0.00% | No change | 1,383 | $13K |
| Fortis Group Advisors, LLC | 0.00% | No change | 667 | $6K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
"% of holder's portfolio" is XBTAX's weight in each manager's 13F, not the share of BlackRock LNG-TRM Muni Adv the manager owns.