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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 1 | $21 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 9 | $187 | 0.00% | −1,817−99.5% | Reduced |
| Bank of New Hampshire | 500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 500 | $10.4K | 0.01% | +500 | New |
| Wells Fargo & Company | 561 | $11.7K | 0.00% | +561 | Added |
| FNY Investment Advisers, LLC | 600 | $12.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 750 | $15.6K | 0.00% | −600−44.4% | Reduced |
| Rosenberg Matthew Hamilton | 750 | $15.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 850 | $17.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $21.0K | 0.01% | +1,000 | New |
| Key Financial Inc | 1,166 | $24.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,348 | $28.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,434 | $29.8K | 0.02% | +1,434 | New |
| Wolverine Asset Management LLC | 2,056 | $42.7K | 0.00% | +2,056 | New |
| Montag A & Associates Inc | 2,200 | $45.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,000 | $62.3K | 0.01% | +3,000 | New |
| Bramshill Investments, LLC | 4,648 | $96.6K | 0.01% | −22−0.5% | Reduced |
| Parallel Advisors, LLC | 4,710 | $97.9K | 0.00% | +34+0.7% | Added |
| Huntington National Bank | 4,832 | $100.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5,000 | $103.9K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,108 | $127.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 7,000 | $145.5K | 0.14% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7,200 | $149.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,714 | $160.3K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 9,734 | $202.3K | 0.21% | +500+5.4% | Added |
| Equitable Holdings, Inc. | 9,805 | $203.7K | 0.00% | −659−6.3% | Reduced |
| HighTower Advisors, LLC | 10,288 | $214.0K | 0.00% | −4,214−29.1% | Reduced |
| Harbor Investment Advisory, LLC | 10,613 | $220.5K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,795 | $224.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,905 | $226.6K | 0.01% | +300+2.8% | Added |
| Strategic Wealth Designers | 10,959 | $227.7K | 0.04% | – | – |
| XML Financial, LLC | 11,033 | $229.3K | 0.03% | −106,979−90.7% | Reduced |
| Laidlaw Wealth Management LLC | 11,520 | $239.4K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 12,290 | $255.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,370 | $257.1K | 0.00% | −1,428−10.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,950 | $269.1K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,000 | $270.1K | 0.01% | −2,800−17.7% | Reduced |
| Compass Financial Group, INC | 13,154 | $273.3K | 0.08% | +20.0% | Added |
| Captrust Financial Advisors | 13,281 | $276.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,533 | $281.2K | 0.00% | +13,533 | New |
| Creative Planning | 14,674 | $304.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,779 | $307.1K | 0.00% | −965−6.1% | Reduced |
| Envestnet Asset Management Inc | 15,751 | $327.3K | 0.00% | −1,287−7.6% | Reduced |
| Tamar Securities, LLC | 16,479 | $342.4K | 0.08% | +9+0.1% | Added |
| Oppenheimer & Co Inc | 16,685 | $346.7K | 0.01% | +16,685 | New |
| Icon Wealth Partners, LLC | 16,825 | $349.6K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,800 | $350.1K | 0.00% | +16,800 | New |
| CNH Partners LLC | 17,256 | $358.6K | 0.02% | +17,256 | New |
| Cambridge Investment Research Advisors, Inc. | 17,367 | $361.0K | 0.00% | −4,098−19.1% | Reduced |
| First Trust Advisors LP | 17,405 | $361.7K | 0.00% | −3,114−15.2% | Reduced |
| Transcend Wealth Collective, LLC | 17,908 | $372.1K | 0.04% | −1,350−7.0% | Reduced |
| Joel Isaacson & Co., LLC | 18,094 | $376.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,459 | $383.6K | 0.02% | +29+0.2% | Added |
| Magnus Financial Group LLC | 18,518 | $384.8K | 0.05% | +7,010+60.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,656 | $387.7K | 0.03% | −33−0.2% | Reduced |
| Raymond James Trust N.A. | 19,448 | $404.0K | 0.01% | +918+5.0% | Added |
| Harvey Capital Management Inc | 19,600 | $407.3K | 0.15% | −3,500−15.2% | Reduced |
| Integrated Wealth Concepts LLC | 19,923 | $414.0K | 0.01% | +22+0.1% | Added |
| Susquehanna International Group, LLP | 20,598 | $428.0K | 0.00% | −5,116−19.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 20,675 | $429.6K | 0.10% | +250+1.2% | Added |
| Covenant Asset Management, LLC | 21,860 | $454.3K | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,129 | $459.8K | 0.00% | +6,846+44.8% | Added |
| Successful Portfolios LLC | 22,607 | $469.8K | 0.40% | −200−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 23,515 | $488.6K | 0.00% | −305−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 23,473 | $488.7K | 0.03% | −3,549−13.1% | Reduced |
| Encompass Wealth Advisors, LLC | 24,400 | $507.0K | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 26,284 | $546.2K | 0.00% | +26,284 | New |
| Advisor Group Holdings, Inc. | 26,832 | $557.7K | 0.00% | −3,097−10.3% | Reduced |
| Landscape Capital Management, L.L.C. | 27,573 | $573.0K | 0.08% | +11,342+69.9% | Added |
| CWM, LLC | 30,694 | $638.0K | 0.00% | −3,500−10.2% | Reduced |
| Palo Alto Wealth Advisors, LLC | 31,780 | $662.2K | 0.53% | −1,840−5.5% | Reduced |
| TrinityPoint Wealth, LLC | 40,999 | $852.0K | 0.17% | −9,228−18.4% | Reduced |
| 1607 Capital Partners, LLC | 41,343 | $859.1K | 0.06% | +41,343 | New |
| Private Advisor Group, LLC | 42,398 | $881.0K | 0.01% | +196+0.5% | Added |
| Oder Investment Management, LLC | 44,455 | $923.8K | 1.01% | −1,332−2.9% | Reduced |
| Bank of New York Mellon Corp | 44,480 | $924.3K | 0.00% | +44,480 | New |
| Advisors Asset Management, Inc. | 48,108 | $999.7K | 0.02% | +48,108 | New |
| Anchor Investment Management, LLC | 48,602 | $1.01M | 0.13% | +20.0% | Added |
| Jefferies Financial Group Inc. | 51,913 | $1.08M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 60,271 | $1.25M | 0.02% | +1,431+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 61,944 | $1.29M | 0.00% | +6,539+11.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 62,241 | $1.29M | 0.04% | +18,590+42.6% | Added |
| Baird Financial Group, Inc. | 63,782 | $1.33M | 0.00% | −715−1.1% | Reduced |
| Janney Montgomery Scott LLC | 63,894 | $1.33M | 0.00% | −18,916−22.8% | Reduced |
| Advisory Services Network, LLC | 66,694 | $1.39M | 0.04% | −4,734−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 69,062 | $1.44M | 0.00% | −2,859−4.0% | Reduced |
| Royal Bank of Canada | 69,921 | $1.45M | 0.00% | −4,815−6.4% | Reduced |
| Arbor Capital Management Inc | 71,793 | $1.50M | 1.17% | −593−0.8% | Reduced |
| Cohen & Steers, Inc. | 74,595 | $1.55M | 0.00% | +22,332+42.7% | Added |
| LexAurum Advisors, LLC | 80,319 | $1.67M | 0.50% | +60+0.1% | Added |
| Moneta Group Investment Advisors LLC | 82,906 | $1.72M | 0.04% | −2,085−2.5% | Reduced |
| Ameriprise Financial Inc | 95,362 | $1.98M | 0.00% | +30.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 103,872 | $2.16M | 0.00% | −15,159−12.7% | Reduced |
| Waterfront Wealth Inc. | 124,475 | $2.63M | 0.78% | −2,084−1.6% | Reduced |
| Jacobi Capital Management LLC | 127,420 | $2.65M | 0.30% | +21,017+19.8% | Added |
| Steward Partners Investment Advisory, LLC | 130,010 | $2.70M | 0.04% | +1,386+1.1% | Added |
| Sentinel Trust Co Lba | 141,555 | $2.94M | 0.40% | +46,900+49.5% | Added |
| Cerity Partners LLC | 141,950 | $2.95M | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 163,728 | $3.40M | 0.46% | +24,154+17.3% | Added |
| LPL Financial LLC | 180,871 | $3.76M | 0.00% | −1,353−0.7% | Reduced |