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 2022
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Dec 31, 2022. 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
- 120
- +16 vs. Q3 2022
- Shares held
- 16.0M
- +2.31M (+16.8%) vs. Q3 2022
- Total value
- $340.8M
- +$58.1M (+20.6%) vs. Q3 2022
- New holders
- 27
- 34 more added
- Sold out
- 11
- 37 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $0 | 0.00% | +2 | New |
| FMR LLC | 1 | $21 | 0.00% | +1 | New |
| GWM Advisors LLC | 1,348 | $29 | 0.00% | +1,348 | New |
| Private Advisor Group, LLC | 44,919 | $956 | 0.00% | +302+0.7% | Added |
| Fiduciary Alliance LLC | 200 | $4.26K | 0.00% | +200 | New |
| Bank of New Hampshire | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 549 | $11.7K | 0.00% | +549 | New |
| Belpointe Asset Management LLC | 550 | $11.7K | 0.00% | +550 | New |
| Fifth Third Bancorp | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 750 | $16.0K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 1,000 | $21.3K | 0.01% | +1,000 | New |
| Key Financial Inc | 1,166 | $23.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,600 | $34.1K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,656 | $35.0K | 0.00% | −632−27.6% | Reduced |
| CoreCap Advisors, LLC | 2,000 | $42.6K | 0.00% | +2,000 | New |
| Montag A & Associates Inc | 2,200 | $46.8K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,000 | $85.2K | 0.00% | +4,000 | New |
| MRP Capital Investments, LLC | 4,000 | $85.2K | 0.09% | +4,000 | New |
| Huntington National Bank | 4,132 | $88.0K | 0.00% | +4,131+413,100.0% | Added |
| Wolverine Asset Management LLC | 4,338 | $92.4K | 0.00% | −20,067−82.2% | Reduced |
| Parallel Advisors, LLC | 4,655 | $99.1K | 0.00% | +48+1.0% | Added |
| Colonial Trust Co | 5,000 | $106.5K | 0.03% | +5,000 | New |
| Tortoise Investment Management, LLC | 5,700 | $121.4K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,108 | $130.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 6,777 | $144.3K | 0.02% | −665−8.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,714 | $164.2K | 0.01% | +7,714 | New |
| Alan B. Lancz & Associates, Inc. | 7,800 | $170.6K | 0.17% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 9,730 | $207.1K | 0.34% | −1,027−9.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,919 | $211.2K | 0.00% | +9,614+3,152.1% | Added |
| Wells Fargo & Company | 10,003 | $213.0K | 0.00% | +20.0% | Added |
| Magnus Financial Group LLC | 10,205 | $217.3K | 0.04% | −2,000−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,605 | $225.8K | 0.01% | +10,605 | New |
| Harbor Investment Advisory, LLC | 10,613 | $226.0K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,674 | $227.3K | 0.01% | −2,491−18.9% | Reduced |
| Western Wealth Management, LLC | 10,795 | $229.8K | 0.02% | −10,795−50.0% | Reduced |
| Wedbush Securities Inc | 10,847 | $231.0K | 0.01% | +716+7.1% | Added |
| Equitable Holdings, Inc. | 10,945 | $233.0K | 0.00% | +10,945 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $234.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 10,959 | $243.6K | 0.06% | +24+0.2% | Added |
| Laidlaw Wealth Management LLC | 11,520 | $245.3K | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 11,554 | $246.0K | 0.04% | +11,554 | New |
| Virtu Financial LLC | 12,077 | $257.0K | 0.03% | +12,077 | New |
| CNH Partners LLC | 12,160 | $258.9K | 0.01% | +12,160 | New |
| Horizon Kinetics Asset Management LLC | 12,950 | $275.7K | 0.00% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,149 | $280.0K | 0.10% | +13,149 | New |
| Captrust Financial Advisors | 13,281 | $282.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,506 | $287.5K | 0.00% | +13,506 | New |
| Cetera Advisor Networks LLC | 13,769 | $293.1K | 0.00% | +2,220+19.2% | Added |
| HighTower Advisors, LLC | 14,468 | $308.0K | 0.00% | +76+0.5% | Added |
| Creative Planning | 14,674 | $312.4K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,000 | $319.4K | 0.02% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 15,076 | $321.0K | 0.20% | −4,583−23.3% | Reduced |
| US Bancorp | 15,744 | $335.2K | 0.00% | +157+1.0% | Added |
| Icon Wealth Advisors, LLC | 16,825 | $358.2K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 17,043 | $362.8K | 0.04% | −14,181−45.4% | Reduced |
| Tamar Securities, LLC | 17,461 | $371.8K | 0.12% | +9+0.1% | Added |
| Wealthcare Advisory Partners LLC | 18,513 | $394.1K | 0.02% | +43+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,081 | $406.2K | 0.03% | −424−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 19,886 | $423.0K | 0.01% | +32+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 20,425 | $434.8K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 20,694 | $441.0K | 0.00% | +13,000+169.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,462 | $457.0K | 0.00% | −926−4.1% | Reduced |
| First Trust Advisors LP | 21,530 | $458.4K | 0.00% | −5,491−20.3% | Reduced |
| Covenant Asset Management, LLC | 21,860 | $465.4K | 0.17% | +910+4.3% | Added |
| Successful Portfolios LLC | 23,807 | $507.0K | 0.33% | −800−3.3% | Reduced |
| Encompass Wealth Advisors, LLC | 24,400 | $519.5K | 0.19% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,575 | $544.5K | 0.02% | +25,575 | New |
| Landscape Capital Management, L.L.C. | 25,806 | $549.4K | 0.08% | +15,250+144.5% | Added |
| Chicago Partners Investment Group LLC | 26,896 | $593.9K | 0.04% | +190+0.7% | Added |
| Lido Advisors, LLC | 31,426 | $669.1K | 0.01% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 32,600 | $694.1K | 0.29% | 00.0% | Unchanged |
| Breakwater Capital Group | 36,125 | $769.1K | 0.40% | +36,125 | New |
| Lehman & Derafelo Financial Resources LLC | 40,304 | $858.1K | 0.25% | −4,696−10.4% | Reduced |
| Oder Investment Management, LLC | 44,605 | $949.6K | 1.18% | +3,841+9.4% | Added |
| Palo Alto Wealth Advisors, LLC | 44,798 | $953.7K | 0.81% | +44,798 | New |
| M&T Bank Corp | 45,600 | $970.8K | 0.00% | +30,600+204.0% | Added |
| Advisor Group Holdings, Inc. | 46,429 | $989.0K | 0.00% | −565−1.2% | Reduced |
| TrinityPoint Wealth, LLC | 48,544 | $1.03M | 0.24% | −1,748−3.5% | Reduced |
| Anchor Investment Management, LLC | 50,799 | $1.08M | 0.16% | +1,202+2.4% | Added |
| Jefferies Financial Group Inc. | 51,913 | $1.11M | 0.02% | +51,913 | New |
| Jacobi Capital Management LLC | 52,552 | $1.12M | 0.14% | +8,084+18.2% | Added |
| Pinnacle Associates Ltd | 58,980 | $1.26M | 0.03% | +9,317+18.8% | Added |
| Logan Stone Capital, LLC | 62,462 | $1.33M | 0.50% | +62,462 | New |
| Baird Financial Group, Inc. | 63,376 | $1.35M | 0.00% | −17,816−21.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,383 | $1.35M | 0.00% | −43,271−40.6% | Reduced |
| Clear Harbor Asset Management, LLC | 67,361 | $1.43M | 0.18% | +34,483+104.9% | Added |
| Arbor Capital Management Inc | 70,739 | $1.52M | 1.35% | −2,366−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 74,765 | $1.59M | 0.00% | −8,131−9.8% | Reduced |
| Royal Bank of Canada | 77,794 | $1.66M | 0.00% | −3,844−4.7% | Reduced |
| LexAurum Advisors, LLC | 83,194 | $1.77M | 0.63% | −547−0.7% | Reduced |
| Weiss Asset Management LP | 83,983 | $1.79M | 0.09% | +83,983 | New |
| Janney Montgomery Scott LLC | 86,461 | $1.84M | 0.01% | +750+0.9% | Added |
| Ameriprise Financial Inc | 88,332 | $1.88M | 0.00% | −1,987−2.2% | Reduced |
| Merit Financial Group, LLC | 89,170 | $1.90M | 0.07% | +89,170 | New |
| Sentinel Trust Co Lba | 94,655 | $2.02M | 0.32% | +81,255+606.4% | Added |
| Advisory Services Network, LLC | 96,366 | $2.05M | 0.06% | +29,110+43.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 113,250 | $2.41M | 0.00% | −4,974−4.2% | Reduced |
| Waterfront Wealth Inc. | 128,630 | $2.84M | 0.98% | +8,777+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 136,631 | $2.91M | 0.05% | −29,484−17.7% | Reduced |
| Cerity Partners LLC | 141,950 | $3.02M | 0.02% | +141,950 | New |