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, Q2 2023
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Jun 30, 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
- 118
- +1 vs. Q1 2023
- Shares held
- 17.3M
- +673.0K (+4.0%) vs. Q1 2023
- Total value
- $359.9M
- −$1.82M (−0.5%) vs. Q1 2023
- New holders
- 14
- 33 more added
- Sold out
- 13
- 42 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,024,579 | $42.1M | 0.00% | +234,792+13.1% | Added |
| Rivernorth Capital Management, LLC | 1,850,435 | $38.5M | 1.92% | +372,744+25.2% | Added |
| Karpus Management, Inc. | 1,533,074 | $31.9M | 1.00% | +121,043+8.6% | Added |
| Bank of America Corp | 1,407,064 | $29.2M | 0.00% | −158,576−10.1% | Reduced |
| Mackay Shields LLC | 1,401,701 | $29.1M | 0.81% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,059,334 | $22.0M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 912,876 | $19.0M | 0.01% | −11,494−1.2% | Reduced |
| Stifel Financial Corp | 561,705 | $11.7M | 0.02% | −13,524−2.4% | Reduced |
| Narwhal Capital Management | 526,445 | $10.9M | 1.29% | −5,917−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 484,806 | $10.1M | 0.04% | −18,741−3.7% | Reduced |
| WealthBridge Capital Management, LLC | 448,870 | $9.33M | 3.73% | −34,554−7.1% | Reduced |
| Van Eck Associates Corp | 377,910 | $7.85M | 0.02% | +9,397+2.5% | Added |
| Merit Financial Group, LLC | 329,323 | $6.84M | 0.22% | +199,824+154.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 284,799 | $5.92M | 0.35% | +21,929+8.3% | Added |
| Veritable, L.P. | 232,375 | $4.83M | 0.08% | +41,073+21.5% | Added |
| Walter & Keenan Financial Consulting Co | 209,534 | $4.35M | 1.60% | −12,460−5.6% | Reduced |
| Gill Capital Partners, LLC | 204,031 | $4.24M | 1.78% | −9,194−4.3% | Reduced |
| Raymond James & Associates | 182,076 | $3.78M | 0.00% | +11,840+7.0% | Added |
| LPL Financial LLC | 180,871 | $3.76M | 0.00% | −1,353−0.7% | Reduced |
| Amplius Wealth Advisors, LLC | 163,728 | $3.40M | 0.46% | +24,154+17.3% | Added |
| Cerity Partners LLC | 141,950 | $2.95M | 0.01% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 141,555 | $2.94M | 0.40% | +46,900+49.5% | Added |
| Steward Partners Investment Advisory, LLC | 130,010 | $2.70M | 0.04% | +1,386+1.1% | Added |
| Jacobi Capital Management LLC | 127,420 | $2.65M | 0.30% | +21,017+19.8% | Added |
| Waterfront Wealth Inc. | 124,475 | $2.63M | 0.78% | −2,084−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 103,872 | $2.16M | 0.00% | −15,159−12.7% | Reduced |
| Ameriprise Financial Inc | 95,362 | $1.98M | 0.00% | +30.0% | Added |
| Moneta Group Investment Advisors LLC | 82,906 | $1.72M | 0.04% | −2,085−2.5% | Reduced |
| LexAurum Advisors, LLC | 80,319 | $1.67M | 0.50% | +60+0.1% | Added |
| Cohen & Steers, Inc. | 74,595 | $1.55M | 0.00% | +22,332+42.7% | Added |
| Arbor Capital Management Inc | 71,793 | $1.50M | 1.17% | −593−0.8% | Reduced |
| Royal Bank of Canada | 69,921 | $1.45M | 0.00% | −4,815−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 69,062 | $1.44M | 0.00% | −2,859−4.0% | Reduced |
| Advisory Services Network, LLC | 66,694 | $1.39M | 0.04% | −4,734−6.6% | Reduced |
| Janney Montgomery Scott LLC | 63,894 | $1.33M | 0.00% | −18,916−22.8% | Reduced |
| Baird Financial Group, Inc. | 63,782 | $1.33M | 0.00% | −715−1.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 62,241 | $1.29M | 0.04% | +18,590+42.6% | Added |
| Northwestern Mutual Wealth Management Co | 61,944 | $1.29M | 0.00% | +6,539+11.8% | Added |
| Pinnacle Associates Ltd | 60,271 | $1.25M | 0.02% | +1,431+2.4% | Added |
| Jefferies Financial Group Inc. | 51,913 | $1.08M | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 48,602 | $1.01M | 0.13% | +20.0% | Added |
| Advisors Asset Management, Inc. | 48,108 | $999.7K | 0.02% | +48,108 | New |
| Bank of New York Mellon Corp | 44,480 | $924.3K | 0.00% | +44,480 | New |
| Oder Investment Management, LLC | 44,455 | $923.8K | 1.01% | −1,332−2.9% | Reduced |
| Private Advisor Group, LLC | 42,398 | $881.0K | 0.01% | +196+0.5% | Added |
| 1607 Capital Partners, LLC | 41,343 | $859.1K | 0.06% | +41,343 | New |
| TrinityPoint Wealth, LLC | 40,999 | $852.0K | 0.17% | −9,228−18.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 31,780 | $662.2K | 0.53% | −1,840−5.5% | Reduced |
| CWM, LLC | 30,694 | $638.0K | 0.00% | −3,500−10.2% | Reduced |
| Landscape Capital Management, L.L.C. | 27,573 | $573.0K | 0.08% | +11,342+69.9% | Added |
| Advisor Group Holdings, Inc. | 26,832 | $557.7K | 0.00% | −3,097−10.3% | Reduced |
| Millennium Management LLC | 26,284 | $546.2K | 0.00% | +26,284 | New |
| Encompass Wealth Advisors, LLC | 24,400 | $507.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 23,473 | $488.7K | 0.03% | −3,549−13.1% | Reduced |
| The PNC Financial Services Group, Inc. | 23,515 | $488.6K | 0.00% | −305−1.3% | Reduced |
| Successful Portfolios LLC | 22,607 | $469.8K | 0.40% | −200−0.9% | Reduced |
| Guggenheim Capital LLC | 22,129 | $459.8K | 0.00% | +6,846+44.8% | Added |
| Covenant Asset Management, LLC | 21,860 | $454.3K | 0.13% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 20,675 | $429.6K | 0.10% | +250+1.2% | Added |
| Susquehanna International Group, LLP | 20,598 | $428.0K | 0.00% | −5,116−19.9% | Reduced |
| Integrated Wealth Concepts LLC | 19,923 | $414.0K | 0.01% | +22+0.1% | Added |
| Harvey Capital Management Inc | 19,600 | $407.3K | 0.15% | −3,500−15.2% | Reduced |
| Raymond James Trust N.A. | 19,448 | $404.0K | 0.01% | +918+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,656 | $387.7K | 0.03% | −33−0.2% | Reduced |
| Magnus Financial Group LLC | 18,518 | $384.8K | 0.05% | +7,010+60.9% | Added |
| Wealthcare Advisory Partners LLC | 18,459 | $383.6K | 0.02% | +29+0.2% | Added |
| Joel Isaacson & Co., LLC | 18,094 | $376.0K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 17,908 | $372.1K | 0.04% | −1,350−7.0% | Reduced |
| First Trust Advisors LP | 17,405 | $361.7K | 0.00% | −3,114−15.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,367 | $361.0K | 0.00% | −4,098−19.1% | Reduced |
| CNH Partners LLC | 17,256 | $358.6K | 0.02% | +17,256 | New |
| Cresset Asset Management, LLC | 16,800 | $350.1K | 0.00% | +16,800 | New |
| Icon Wealth Partners, LLC | 16,825 | $349.6K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,685 | $346.7K | 0.01% | +16,685 | New |
| Tamar Securities, LLC | 16,479 | $342.4K | 0.08% | +9+0.1% | Added |
| Envestnet Asset Management Inc | 15,751 | $327.3K | 0.00% | −1,287−7.6% | Reduced |
| US Bancorp | 14,779 | $307.1K | 0.00% | −965−6.1% | Reduced |
| Creative Planning | 14,674 | $304.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,533 | $281.2K | 0.00% | +13,533 | New |
| Captrust Financial Advisors | 13,281 | $276.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,154 | $273.3K | 0.08% | +20.0% | Added |
| Dakota Wealth Management | 13,000 | $270.1K | 0.01% | −2,800−17.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,950 | $269.1K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,370 | $257.1K | 0.00% | −1,428−10.3% | Reduced |
| Synovus Financial Corp | 12,290 | $255.4K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 11,520 | $239.4K | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 11,033 | $229.3K | 0.03% | −106,979−90.7% | Reduced |
| Strategic Wealth Designers | 10,959 | $227.7K | 0.04% | – | – |
| Stratos Wealth Partners, LTD. | 10,905 | $226.6K | 0.01% | +300+2.8% | Added |
| Western Wealth Management, LLC | 10,795 | $224.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,613 | $220.5K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,288 | $214.0K | 0.00% | −4,214−29.1% | Reduced |
| Equitable Holdings, Inc. | 9,805 | $203.7K | 0.00% | −659−6.3% | Reduced |
| Melfa Wealth Management, LLC | 9,734 | $202.3K | 0.21% | +500+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 7,714 | $160.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7,200 | $149.6K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 7,000 | $145.5K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,108 | $127.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5,000 | $103.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 4,832 | $100.4K | 0.00% | 00.0% | Unchanged |