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, Q1 2023
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Mar 31, 2023. 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
- 117
- 0 vs. Q4 2022
- Shares held
- 16.6M
- +656.0K (+4.1%) vs. Q4 2022
- Total value
- $361.7M
- +$22.2M (+6.5%) vs. Q4 2022
- New holders
- 12
- 43 more added
- Sold out
- 12
- 33 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,789,787 | $38.9M | 0.00% | +170,937+10.6% | Added |
| Bank of America Corp | 1,565,640 | $34.0M | 0.00% | −119,090−7.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,477,691 | $32.1M | 1.55% | +317,275+27.3% | Added |
| Karpus Management, Inc. | 1,412,031 | $30.7M | 0.96% | +164,513+13.2% | Added |
| Mackay Shields LLC | 1,401,701 | $30.4M | 0.84% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,059,334 | $23.0M | 0.04% | +23,228+2.2% | Added |
| UBS Group AG | 924,370 | $20.1M | 0.01% | +10,061+1.1% | Added |
| Stifel Financial Corp | 575,229 | $12.5M | 0.02% | −30,696−5.1% | Reduced |
| Narwhal Capital Management | 532,362 | $11.6M | 1.45% | +372+0.1% | Added |
| Rockefeller Capital Management L.P. | 503,547 | $10.9M | 0.05% | −56,680−10.1% | Reduced |
| WealthBridge Capital Management, LLC | 483,424 | $10.5M | 4.18% | −5,612−1.1% | Reduced |
| Van Eck Associates Corp | 368,513 | $8.00M | 0.02% | +59,598+19.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 262,870 | $5.71M | 0.35% | +52,032+24.7% | Added |
| Walter & Keenan Financial Consulting Co | 221,994 | $4.82M | 1.83% | +10,448+4.9% | Added |
| Gill Capital Partners, LLC | 213,225 | $4.63M | 2.07% | +20,981+10.9% | Added |
| Veritable, L.P. | 191,302 | $4.16M | 0.07% | −40,912−17.6% | Reduced |
| LPL Financial LLC | 182,224 | $3.96M | 0.00% | +27,335+17.6% | Added |
| Raymond James & Associates | 170,236 | $3.70M | 0.00% | +5,819+3.5% | Added |
| Cerity Partners LLC | 141,950 | $3.08M | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 139,574 | $3.03M | 0.43% | −12,882−8.4% | Reduced |
| Merit Financial Group, LLC | 129,499 | $2.81M | 0.10% | +40,329+45.2% | Added |
| Steward Partners Investment Advisory, LLC | 128,624 | $2.79M | 0.04% | −8,007−5.9% | Reduced |
| Waterfront Wealth Inc. | 126,559 | $2.75M | 0.90% | −2,071−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 119,031 | $2.59M | 0.00% | +5,781+5.1% | Added |
| XML Financial, LLC | 118,012 | $2.56M | 0.31% | −67,849−36.5% | Reduced |
| Jacobi Capital Management LLC | 106,403 | $2.31M | 0.27% | +53,851+102.5% | Added |
| Ameriprise Financial Inc | 95,359 | $2.07M | 0.00% | +7,027+8.0% | Added |
| Sentinel Trust Co Lba | 94,655 | $2.06M | 0.29% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 84,991 | $1.85M | 0.04% | +84,991 | New |
| Janney Montgomery Scott LLC | 82,810 | $1.80M | 0.01% | −3,651−4.2% | Reduced |
| LexAurum Advisors, LLC | 80,259 | $1.74M | 0.58% | −2,935−3.5% | Reduced |
| Logan Stone Capital, LLC | 77,642 | $1.69M | 0.67% | +15,180+24.3% | Added |
| Royal Bank of Canada | 74,736 | $1.62M | 0.00% | −3,058−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 73,376 | $1.59M | 0.17% | +6,015+8.9% | Added |
| Commonwealth Equity Services, LLC | 71,921 | $1.56M | 0.00% | −2,844−3.8% | Reduced |
| Arbor Capital Management Inc | 72,386 | $1.55M | 1.26% | +1,647+2.3% | Added |
| Advisory Services Network, LLC | 71,428 | $1.55M | 0.04% | −24,938−25.9% | Reduced |
| Baird Financial Group, Inc. | 64,497 | $1.40M | 0.00% | +1,121+1.8% | Added |
| Pinnacle Associates Ltd | 58,840 | $1.28M | 0.03% | −140−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 55,405 | $1.20M | 0.00% | −7,978−12.6% | Reduced |
| Cohen & Steers, Inc. | 52,263 | $1.14M | 0.00% | +52,263 | New |
| Jefferies Financial Group Inc. | 51,913 | $1.13M | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 50,227 | $1.09M | 0.23% | +1,683+3.5% | Added |
| Anchor Investment Management, LLC | 48,600 | $1.06M | 0.14% | −2,199−4.3% | Reduced |
| Oder Investment Management, LLC | 45,787 | $994.5K | 1.16% | +1,182+2.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 43,651 | $948.1K | 0.03% | +18,076+70.7% | Added |
| Private Advisor Group, LLC | 42,202 | $916.6K | 0.01% | −2,717−6.0% | Reduced |
| CWM, LLC | 34,194 | $743.0K | 0.01% | +13,500+65.2% | Added |
| Palo Alto Wealth Advisors, LLC | 33,620 | $732.4K | 0.59% | −11,178−25.0% | Reduced |
| Lido Advisors, LLC | 31,427 | $682.6K | 0.01% | +10.0% | Added |
| Breakwater Capital Group | 30,487 | $662.2K | 0.28% | −5,638−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 29,929 | $649.5K | 0.00% | −16,500−35.5% | Reduced |
| Chicago Partners Investment Group LLC | 27,022 | $583.4K | 0.03% | +126+0.5% | Added |
| Susquehanna International Group, LLP | 25,714 | $558.5K | 0.00% | +25,714 | New |
| Encompass Wealth Advisors, LLC | 24,400 | $530.0K | 0.18% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,820 | $517.4K | 0.00% | +13,901+140.1% | Added |
| Harvey Capital Management Inc | 23,100 | $501.7K | 0.20% | −9,500−29.1% | Reduced |
| Successful Portfolios LLC | 22,807 | $495.4K | 0.31% | −1,000−4.2% | Reduced |
| Covenant Asset Management, LLC | 21,860 | $474.8K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,465 | $466.0K | 0.00% | +30.0% | Added |
| First Trust Advisors LP | 20,519 | $445.7K | 0.00% | −1,011−4.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 20,425 | $443.6K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,901 | $432.0K | 0.01% | +15+0.1% | Added |
| Transcend Wealth Collective, LLC | 19,258 | $418.3K | 0.04% | +2,215+13.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,689 | $405.9K | 0.03% | −392−2.1% | Reduced |
| Raymond James Trust N.A. | 18,530 | $402.0K | 0.01% | +18,530 | New |
| Wealthcare Advisory Partners LLC | 18,430 | $400.3K | 0.02% | −83−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 18,094 | $393.0K | 0.03% | +3,094+20.6% | Added |
| Envestnet Asset Management Inc | 17,038 | $370.1K | 0.00% | +3,532+26.2% | Added |
| Icon Wealth Partners, LLC | 16,825 | $365.4K | 0.04% | +16,825 | New |
| Tamar Securities, LLC | 16,470 | $357.7K | 0.10% | −991−5.7% | Reduced |
| Landscape Capital Management, L.L.C. | 16,231 | $352.5K | 0.05% | −9,575−37.1% | Reduced |
| Dakota Wealth Management | 15,800 | $343.2K | 0.02% | +15,800 | New |
| US Bancorp | 15,744 | $342.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,283 | $331.9K | 0.00% | +15,283 | New |
| Creative Planning | 14,674 | $318.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,502 | $315.0K | 0.00% | +34+0.2% | Added |
| Cetera Advisor Networks LLC | 13,798 | $299.7K | 0.00% | +29+0.2% | Added |
| Captrust Financial Advisors | 13,281 | $288.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,152 | $285.7K | 0.09% | +30.0% | Added |
| Horizon Kinetics Asset Management LLC | 12,950 | $281.3K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 12,290 | $266.9K | 0.00% | +12,290 | New |
| Laidlaw Wealth Management LLC | 11,520 | $250.2K | 0.05% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 11,508 | $249.9K | 0.04% | +1,303+12.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $238.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | – | $238.0K | 0.04% | – | – |
| Wedbush Securities Inc | 10,863 | $236.0K | 0.01% | +16+0.1% | Added |
| Western Wealth Management, LLC | 10,795 | $234.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,613 | $230.5K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,605 | $230.3K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,464 | $227.3K | 0.00% | −481−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 10,133 | $220.1K | 0.01% | −541−5.1% | Reduced |
| Virtu Financial LLC | 9,997 | $217.0K | 0.02% | −2,080−17.2% | Reduced |
| Alterity Financial Group, LLC | 9,730 | $207.1K | 0.30% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 9,234 | $200.6K | 0.20% | +9,234 | New |
| Alan B. Lancz & Associates, Inc. | 7,800 | $169.4K | 0.18% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,714 | $167.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7,200 | $156.4K | 0.02% | +1,500+26.3% | Added |
| MRP Capital Investments, LLC | 7,000 | $152.0K | 0.17% | +3,000+75.0% | Added |
| Bessemer Group Inc | 6,108 | $133.0K | 0.00% | 00.0% | Unchanged |