BlackRock Municipal 2030 Target Term Trust
BTT- Exchange
- NYSE
- SEC CIK
- 0001528437
In the last 90 days, BlackRock Municipal 2030 Target Term Trust insiders filed 0 open-market purchases and 1 sale; 142 institutions reported holding it in 13F filings for Q2 2026, worth $574.8M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 115
- +7 vs. Q3 2021
- Shares held
- 13.7M
- +426.4K (+3.2%) vs. Q3 2021
- Total value
- $356.2M
- +$16.5M (+4.8%) vs. Q3 2021
- New holders
- 15
- 43 more added
- Sold out
- 8
- 23 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 142 | $574.8M |
| Q1 2026 | 145 | $572.0M |
| Q4 2025 | 142 | $574.2M |
| Q3 2025 | 140 | $569.8M |
| Q2 2025 | 131 | $550.8M |
| Q1 2025 | 133 | $530.6M |
| Q4 2024 | 140 | $494.8M |
| Q3 2024 | 127 | $469.0M |
| Q2 2024 | 127 | $431.5M |
| Q1 2024 | 121 | $406.5M |
| Q4 2023 | 126 | $412.7M |
| Q3 2023 | 113 | $354.2M |
| Q2 2023 | 118 | $359.9M |
| Q1 2023 | 117 | $361.7M |
| Q4 2022 | 120 | $340.8M |
| Q3 2022 | 107 | $287.3M |
| Q2 2022 | 113 | $297.0M |
| Q1 2022 | 110 | $322.8M |
| Q4 2021 | 115 | $356.2M |
| Q3 2021 | 110 | $340.5M |
| Q2 2021 | 111 | $351.7M |
| Q1 2021 | 115 | $339.3M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,619,066 | $42.0M | 0.00% | +49,568+3.2% | Added |
| Mackay Shields LLC | 1,565,628 | $40.6M | 0.34% | −3,605−0.2% | Reduced |
| Morgan Stanley | 1,359,949 | $35.3M | 0.00% | +2,052+0.2% | Added |
| UBS Group AG | 1,020,568 | $26.5M | 0.01% | +26,046+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 780,559 | $20.2M | 0.02% | +780,559 | New |
| Rockefeller Capital Management L.P. | 588,020 | $15.2M | 0.07% | +23,370+4.1% | Added |
| Narwhal Capital Management | 533,815 | $13.8M | 1.58% | +93,371+21.2% | Added |
| WealthBridge Capital Management, LLC | 450,294 | $11.7M | 4.36% | +3,554+0.8% | Added |
| Van Eck Associates Corp | 407,597 | $10.6M | 0.02% | +28,058+7.4% | Added |
| Stifel Financial Corp | 356,155 | $9.23M | 0.01% | +16,413+4.8% | Added |
| Rivernorth Capital Management, LLC | 339,833 | $8.81M | 0.36% | −12,523−3.6% | Reduced |
| Wells Fargo & Company | 300,392 | $7.79M | 0.00% | −775,514−72.1% | Reduced |
| Veritable, L.P. | 237,004 | $6.15M | 0.09% | −3,964−1.6% | Reduced |
| Raymond James & Associates | 233,953 | $6.07M | 0.00% | −567−0.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 190,837 | $4.95M | 1.61% | −3,232−1.7% | Reduced |
| Gill Capital Partners, LLC | 190,322 | $4.93M | 2.18% | +4,485+2.4% | Added |
| XML Financial, LLC | 186,485 | $4.84M | 0.58% | −4,600−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 177,968 | $4.61M | 0.64% | +177,968 | New |
| Miracle Mile Advisors, LLC | 169,986 | $4.41M | 0.17% | −3,530−2.0% | Reduced |
| Janney Montgomery Scott LLC | 147,758 | $3.83M | 0.01% | −2,028−1.4% | Reduced |
| JPMorgan Chase & Co | 142,791 | $3.70M | 0.00% | +14,353+11.2% | Added |
| Royal Bank of Canada | 142,291 | $3.69M | 0.00% | +12,959+10.0% | Added |
| Geneva Partners, LLC | 116,947 | $3.03M | 1.51% | +10,937+10.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 113,067 | $2.93M | 0.01% | +558+0.5% | Added |
| Ameriprise Financial Inc | 98,158 | $2.54M | 0.00% | −3,810−3.7% | Reduced |
| City of London Investment Management Co Ltd | 95,221 | $2.47M | 0.14% | +2,700+2.9% | Added |
| LexAurum Advisors, LLC | 92,098 | $2.39M | 0.78% | −1,528−1.6% | Reduced |
| Advisory Services Network, LLC | 91,531 | $2.37M | 0.07% | +63+0.1% | Added |
| LPL Financial LLC | 86,750 | $2.25M | 0.00% | +360+0.4% | Added |
| Baird Financial Group, Inc. | 85,928 | $2.23M | 0.01% | +169+0.2% | Added |
| Arbor Capital Management Inc | 80,639 | $2.09M | 1.48% | +80,639 | New |
| Laidlaw Wealth Management LLC | 78,545 | $2.04M | 0.33% | +7,655+10.8% | Added |
| Lehman & Derafelo Financial Resources LLC | 75,000 | $1.95M | 0.59% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 74,570 | $1.93M | 0.54% | −3,597−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 71,595 | $1.86M | 0.00% | +2,226+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 71,511 | $1.85M | 0.03% | −2,735−3.7% | Reduced |
| Waterfront Wealth Inc. | 62,425 | $1.62M | 0.64% | +100.0% | Added |
| Pinnacle Associates Ltd | 57,043 | $1.48M | 0.03% | −1,227−2.1% | Reduced |
| 6 Meridian | 54,145 | $1.40M | 0.10% | +4,031+8.0% | Added |
| Advisor Group Holdings, Inc. | 52,612 | $1.36M | 0.00% | +3,158+6.4% | Added |
| TrinityPoint Wealth, LLC | 48,534 | $1.26M | 0.22% | +1,450+3.1% | Added |
| Anchor Investment Management, LLC | 47,592 | $1.23M | 0.15% | +20.0% | Added |
| Stratos Wealth Partners, LTD. | 46,704 | $1.21M | 0.03% | +17,450+59.6% | Added |
| Kestra Advisory Services, LLC | 44,156 | $1.15M | 0.01% | +400+0.9% | Added |
| Private Advisor Group, LLC | 43,489 | $1.13M | 0.01% | +240+0.6% | Added |
| Jacobi Capital Management LLC | 40,090 | $1.04M | 0.12% | +124+0.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 37,792 | $979.0K | 0.92% | +37,792 | New |
| First Trust Advisors LP | 34,985 | $907.0K | 0.00% | −21,407−38.0% | Reduced |
| Harvey Capital Management Inc | 35,000 | $907.0K | 0.28% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 33,961 | $881.0K | 0.08% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30,600 | $793.0K | 0.15% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,981 | $777.0K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 28,611 | $742.0K | 1.05% | +5,539+24.0% | Added |
| Chicago Partners Investment Group LLC | 28,370 | $697.0K | 0.05% | +184+0.7% | Added |
| Successful Portfolios LLC | 26,307 | $682.0K | 0.37% | −200−0.8% | Reduced |
| Encompass Wealth Advisors, LLC | 24,400 | $633.0K | 0.15% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 22,800 | $591.0K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 22,050 | $572.0K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 20,950 | $543.0K | 0.15% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 20,800 | $539.0K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,703 | $537.0K | 0.03% | +57+0.3% | Added |
| Thrivent Financial for Lutherans | – | $527.0K | 0.00% | – | – |
| Summit Financial Wealth Advisors, LLC | 20,175 | $522.0K | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 18,825 | $488.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 18,596 | $482.0K | 0.01% | +26+0.1% | Added |
| Tamar Securities, LLC | 18,226 | $473.0K | 0.14% | +80.0% | Added |
| Cetera Investment Advisers | 18,122 | $470.0K | 0.01% | +1,942+12.0% | Added |
| US Bancorp | 17,754 | $460.0K | 0.00% | −2,000−10.1% | Reduced |
| Icon Wealth Partners, LLC | 16,825 | $436.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 16,249 | $421.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,707 | $381.0K | 0.02% | +1,553+11.8% | Added |
| HighTower Advisors, LLC | 14,305 | $371.0K | 0.00% | −7,938−35.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,835 | $359.0K | 0.00% | +1,311+10.5% | Added |
| Kestra Private Wealth Services, LLC | 13,720 | $356.0K | 0.02% | −102−0.7% | Reduced |
| First Horizon Advisors, Inc. | 12,660 | $328.0K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 11,585 | $300.0K | 0.07% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 11,385 | $295.0K | 0.32% | +11,385 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $285.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,779 | $280.0K | 0.00% | +1,246+13.1% | Added |
| Harbor Investment Advisory, LLC | 10,613 | $275.0K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 10,400 | $270.0K | 0.24% | +10,400 | New |
| Keybank National Association | 10,347 | $268.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,857 | $230.0K | 0.00% | +618+7.5% | Added |
| MML Investors Services, LLC | 8,793 | $228.0K | 0.00% | +849+10.7% | Added |
| Bramshill Investments, LLC | 8,514 | $221.0K | 0.02% | −20−0.2% | Reduced |
| First Foundation Advisors | 8,045 | $209.0K | 0.01% | −68,654−89.5% | Reduced |
| Parametric Portfolio Associates LLC | 8,062 | $209.0K | 0.00% | −26,806−76.9% | Reduced |
| GYL Financial Synergies, LLC | 7,990 | $207.0K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,873 | $204.0K | 0.01% | −23,712−75.1% | Reduced |
| Truist Financial Corp | 7,774 | $202.0K | 0.00% | +7,774 | New |
| Cetera Advisor Networks LLC | 7,790 | $202.0K | 0.00% | +7,790 | New |
| CWM, LLC | 7,694 | $200.0K | 0.00% | +7,694 | New |
| Bessemer Group Inc | 6,847 | $177.0K | 0.00% | +739+12.1% | Added |
| HHM Wealth Advisors, LLC | 6,000 | $156.0K | 0.04% | +2,000+50.0% | Added |
| Snowden Capital Advisors LLC | 5,847 | $151.0K | 0.01% | +5,847 | New |
| Tortoise Investment Management, LLC | 5,700 | $148.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,520 | $117.0K | 0.00% | +4,520 | New |
| Evoke Wealth, LLC | 4,000 | $104.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,200 | $83.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 3,200 | $82.0K | 0.06% | +1,600+100.0% | Added |