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, Q3 2023
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Sep 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
- 113
- −5 vs. Q2 2023
- Shares held
- 18.3M
- +960.4K (+5.5%) vs. Q2 2023
- Total value
- $354.2M
- −$5.72M (−1.6%) vs. Q2 2023
- New holders
- 13
- 35 more added
- Sold out
- 18
- 39 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 2,161,427 | $42.0M | 2.18% | +310,992+16.8% | Added |
| Karpus Management, Inc. | 1,889,024 | $36.7M | 1.23% | +355,950+23.2% | Added |
| Morgan Stanley | 1,773,373 | $34.4M | 0.00% | −251,206−12.4% | Reduced |
| Mackay Shields LLC | 1,401,701 | $26.6M | 0.73% | 00.0% | Unchanged |
| Bank of America Corp | 1,345,893 | $26.1M | 0.00% | −61,171−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,059,334 | $20.6M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 863,466 | $16.8M | 0.01% | −49,410−5.4% | Reduced |
| Narwhal Capital Management | 545,345 | $10.6M | 1.29% | +18,900+3.6% | Added |
| Stifel Financial Corp | 532,180 | $10.3M | 0.01% | −29,525−5.3% | Reduced |
| Merit Financial Group, LLC | 531,955 | $10.3M | 0.34% | +202,632+61.5% | Added |
| Rockefeller Capital Management L.P. | 504,434 | $9.79M | 0.04% | +19,628+4.0% | Added |
| Van Eck Associates Corp | 455,963 | $8.85M | 0.02% | +78,053+20.7% | Added |
| WealthBridge Capital Management, LLC | 381,720 | $7.41M | 3.06% | −67,150−15.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 285,853 | $5.55M | 0.35% | +1,054+0.4% | Added |
| Pathstone Family Office, LLC | 218,931 | $4.25M | 0.03% | +218,931 | New |
| Gill Capital Partners, LLC | 205,948 | $4.00M | 1.77% | +1,917+0.9% | Added |
| Walter & Keenan Financial Consulting Co | 201,180 | $3.90M | 1.52% | −8,354−4.0% | Reduced |
| LPL Financial LLC | 198,430 | $3.85M | 0.00% | +17,559+9.7% | Added |
| CNH Partners LLC | 197,555 | $3.83M | 0.17% | +180,299+1,044.8% | Added |
| Cerity Partners LLC | 195,806 | $3.80M | 0.02% | +53,856+37.9% | Added |
| Sentinel Trust Co Lba | 167,055 | $3.24M | 0.46% | +25,500+18.0% | Added |
| Raymond James & Associates | 162,881 | $3.16M | 0.00% | −19,195−10.5% | Reduced |
| Jacobi Capital Management LLC | 161,987 | $3.14M | 0.36% | +34,567+27.1% | Added |
| Amplius Wealth Advisors, LLC | 149,678 | $2.91M | 0.39% | −14,050−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 131,650 | $2.56M | 0.04% | +1,640+1.3% | Added |
| Waterfront Wealth Inc. | 123,179 | $2.38M | 0.78% | −1,296−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 100,637 | $1.95M | 0.00% | −3,235−3.1% | Reduced |
| Ameriprise Financial Inc | 93,056 | $1.81M | 0.00% | −2,306−2.4% | Reduced |
| Royal Bank of Canada | 86,935 | $1.69M | 0.00% | +17,014+24.3% | Added |
| LexAurum Advisors, LLC | 78,853 | $1.53M | 0.45% | −1,466−1.8% | Reduced |
| 1607 Capital Partners, LLC | 71,975 | $1.40M | 0.10% | +30,632+74.1% | Added |
| Advisors Asset Management, Inc. | 71,022 | $1.38M | 0.03% | +22,914+47.6% | Added |
| Robinson Capital Management, LLC | 70,029 | $1.36M | 0.60% | +70,029 | New |
| Baird Financial Group, Inc. | 65,375 | $1.27M | 0.00% | +1,593+2.5% | Added |
| Commonwealth Equity Services, LLC | 62,853 | $1.22M | 0.00% | −6,209−9.0% | Reduced |
| Advisory Services Network, LLC | 59,729 | $1.16M | 0.03% | −6,965−10.4% | Reduced |
| Pinnacle Associates Ltd | 59,025 | $1.15M | 0.02% | −1,246−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,109 | $1.11M | 0.00% | +57,109 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 55,868 | $1.08M | 0.03% | −6,373−10.2% | Reduced |
| Moneta Group Investment Advisors LLC | 54,657 | $1.06M | 0.02% | −28,249−34.1% | Reduced |
| Janney Montgomery Scott LLC | 54,140 | $1.05M | 0.00% | −9,754−15.3% | Reduced |
| Anchor Investment Management, LLC | 53,220 | $1.03M | 0.13% | +4,618+9.5% | Added |
| Bank of New York Mellon Corp | 53,144 | $1.03M | 0.00% | +8,664+19.5% | Added |
| Northwestern Mutual Wealth Management Co | 51,320 | $996.1K | 0.00% | −10,624−17.2% | Reduced |
| Citadel Advisors LLC | 48,027 | $932.2K | 0.00% | +48,027 | New |
| Integrated Wealth Concepts LLC | 46,949 | $911.3K | 0.02% | +27,026+135.7% | Added |
| EP Wealth Advisors, LLC | 45,304 | $879.4K | 0.01% | +45,304 | New |
| Logan Stone Capital, LLC | 43,674 | $847.7K | 0.23% | +43,674 | New |
| Oder Investment Management, LLC | 43,267 | $839.8K | 0.91% | −1,188−2.7% | Reduced |
| Dakota Wealth Management | 42,000 | $815.2K | 0.04% | +29,000+223.1% | Added |
| Private Advisor Group, LLC | 41,119 | $798.1K | 0.01% | −1,279−3.0% | Reduced |
| Landscape Capital Management, L.L.C. | 40,448 | $785.1K | 0.10% | +12,875+46.7% | Added |
| TrinityPoint Wealth, LLC | 35,194 | $683.1K | 0.14% | −5,805−14.2% | Reduced |
| Almitas Capital LLC | 33,400 | $648.3K | 0.31% | +33,400 | New |
| CWM, LLC | 30,757 | $597.0K | 0.00% | +63+0.2% | Added |
| Jefferies Financial Group Inc. | 30,002 | $582.3K | 0.01% | −21,911−42.2% | Reduced |
| Virtu Financial LLC | 29,751 | $577.0K | 0.06% | +29,751 | New |
| Palo Alto Wealth Advisors, LLC | 29,380 | $571.9K | 0.48% | −2,400−7.6% | Reduced |
| Guggenheim Capital LLC | 28,514 | $553.5K | 0.00% | +6,385+28.9% | Added |
| Millennium Management LLC | 25,799 | $500.8K | 0.00% | −485−1.8% | Reduced |
| Encompass Wealth Advisors, LLC | 24,400 | $473.6K | 0.16% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,515 | $456.4K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 22,607 | $438.8K | 0.39% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 19,675 | $398.6K | 0.10% | −1,000−4.8% | Reduced |
| Oppenheimer & Co Inc | 20,136 | $390.8K | 0.01% | +3,451+20.7% | Added |
| Whalerock Point Partners, LLC | 20,000 | $388.2K | 0.13% | +20,000 | New |
| Covenant Asset Management, LLC | 19,460 | $377.7K | 0.12% | −2,400−11.0% | Reduced |
| Raymond James Trust N.A. | 19,448 | $377.5K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 18,532 | $359.7K | 0.05% | +14+0.1% | Added |
| Advisor Group Holdings, Inc. | 18,165 | $352.7K | 0.00% | −8,667−32.3% | Reduced |
| Joel Isaacson & Co., LLC | 18,094 | $351.2K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 17,915 | $347.7K | 0.02% | −544−2.9% | Reduced |
| Comerica Bank | 17,782 | $345.1K | 0.00% | +17,782 | New |
| Icon Wealth Partners, LLC | 16,825 | $326.6K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,744 | $325.9K | 0.00% | −56−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 15,908 | $308.8K | 0.03% | −2,000−11.2% | Reduced |
| Tamar Securities, LLC | 15,788 | $306.5K | 0.07% | −691−4.2% | Reduced |
| Ieq Capital, LLC | 15,041 | $292.0K | 0.01% | +15,041 | New |
| Private Trust Co NA | 15,000 | $291.1K | 0.04% | +15,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,939 | $290.0K | 0.02% | −3,717−19.9% | Reduced |
| US Bancorp | 14,779 | $286.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,674 | $284.8K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,668 | $284.7K | 0.00% | +2,298+18.6% | Added |
| First Trust Advisors LP | 14,140 | $274.5K | 0.00% | −3,265−18.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,121 | $274.0K | 0.00% | −3,246−18.7% | Reduced |
| Kestra Advisory Services, LLC | 13,546 | $262.9K | 0.00% | +13+0.1% | Added |
| Wolverine Asset Management LLC | 13,375 | $259.6K | 0.00% | +11,319+550.5% | Added |
| Captrust Financial Advisors | 13,281 | $257.8K | 0.00% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,156 | $255.4K | 0.08% | +20.0% | Added |
| Stratos Wealth Partners, LTD. | 13,155 | $255.3K | 0.01% | +2,250+20.6% | Added |
| Seed Wealth Management, Inc. | 13,150 | $255.2K | 0.29% | +13,150 | New |
| Horizon Kinetics Asset Management LLC | 12,950 | $251.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,077 | $233.2K | 0.01% | −11,396−48.5% | Reduced |
| Tortoise Investment Management, LLC | 11,700 | $227.1K | 0.03% | +4,500+62.5% | Added |
| Strategic Wealth Designers | 10,959 | $212.7K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,795 | $209.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,613 | $206.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,307 | $201.0K | 0.00% | +19+0.2% | Added |
| Bessemer Group Inc | 6,108 | $119.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,914 | $114.8K | 0.01% | −1,800−23.3% | Reduced |