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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 9 | $175 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $9.71K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 561 | $10.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 750 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 750 | $14.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,166 | $22.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,313 | $25.5K | 0.00% | −35−2.6% | Reduced |
| Montag A & Associates Inc | 2,200 | $42.8K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 3,153 | $61.2K | 0.01% | −1,495−32.2% | Reduced |
| Parallel Advisors, LLC | 4,744 | $92.1K | 0.00% | +34+0.7% | Added |
| Huntington National Bank | 4,832 | $93.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5,000 | $97.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,914 | $114.8K | 0.01% | −1,800−23.3% | Reduced |
| Bessemer Group Inc | 6,108 | $119.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,307 | $201.0K | 0.00% | +19+0.2% | Added |
| Harbor Investment Advisory, LLC | 10,613 | $206.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,795 | $209.5K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Designers | 10,959 | $212.7K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11,700 | $227.1K | 0.03% | +4,500+62.5% | Added |
| Chicago Partners Investment Group LLC | 12,077 | $233.2K | 0.01% | −11,396−48.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,950 | $251.4K | 0.00% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 13,150 | $255.2K | 0.29% | +13,150 | New |
| Stratos Wealth Partners, LTD. | 13,155 | $255.3K | 0.01% | +2,250+20.6% | Added |
| Compass Financial Group, INC | 13,156 | $255.4K | 0.08% | +20.0% | Added |
| Captrust Financial Advisors | 13,281 | $257.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 13,375 | $259.6K | 0.00% | +11,319+550.5% | Added |
| Kestra Advisory Services, LLC | 13,546 | $262.9K | 0.00% | +13+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,121 | $274.0K | 0.00% | −3,246−18.7% | Reduced |
| First Trust Advisors LP | 14,140 | $274.5K | 0.00% | −3,265−18.8% | Reduced |
| Cetera Advisor Networks LLC | 14,668 | $284.7K | 0.00% | +2,298+18.6% | Added |
| Creative Planning | 14,674 | $284.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,779 | $286.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,939 | $290.0K | 0.02% | −3,717−19.9% | Reduced |
| Private Trust Co NA | 15,000 | $291.1K | 0.04% | +15,000 | New |
| Ieq Capital, LLC | 15,041 | $292.0K | 0.01% | +15,041 | New |
| Tamar Securities, LLC | 15,788 | $306.5K | 0.07% | −691−4.2% | Reduced |
| Transcend Wealth Collective, LLC | 15,908 | $308.8K | 0.03% | −2,000−11.2% | Reduced |
| Cresset Asset Management, LLC | 16,744 | $325.9K | 0.00% | −56−0.3% | Reduced |
| Icon Wealth Partners, LLC | 16,825 | $326.6K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 17,782 | $345.1K | 0.00% | +17,782 | New |
| Wealthcare Advisory Partners LLC | 17,915 | $347.7K | 0.02% | −544−2.9% | Reduced |
| Joel Isaacson & Co., LLC | 18,094 | $351.2K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,165 | $352.7K | 0.00% | −8,667−32.3% | Reduced |
| Magnus Financial Group LLC | 18,532 | $359.7K | 0.05% | +14+0.1% | Added |
| Raymond James Trust N.A. | 19,448 | $377.5K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 19,460 | $377.7K | 0.12% | −2,400−11.0% | Reduced |
| Whalerock Point Partners, LLC | 20,000 | $388.2K | 0.13% | +20,000 | New |
| Oppenheimer & Co Inc | 20,136 | $390.8K | 0.01% | +3,451+20.7% | Added |
| Summit Financial Wealth Advisors, LLC | 19,675 | $398.6K | 0.10% | −1,000−4.8% | Reduced |
| Successful Portfolios LLC | 22,607 | $438.8K | 0.39% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,515 | $456.4K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 24,400 | $473.6K | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 25,799 | $500.8K | 0.00% | −485−1.8% | Reduced |
| Guggenheim Capital LLC | 28,514 | $553.5K | 0.00% | +6,385+28.9% | Added |
| Palo Alto Wealth Advisors, LLC | 29,380 | $571.9K | 0.48% | −2,400−7.6% | Reduced |
| Virtu Financial LLC | 29,751 | $577.0K | 0.06% | +29,751 | New |
| Jefferies Financial Group Inc. | 30,002 | $582.3K | 0.01% | −21,911−42.2% | Reduced |
| CWM, LLC | 30,757 | $597.0K | 0.00% | +63+0.2% | Added |
| Almitas Capital LLC | 33,400 | $648.3K | 0.31% | +33,400 | New |
| TrinityPoint Wealth, LLC | 35,194 | $683.1K | 0.14% | −5,805−14.2% | Reduced |
| Landscape Capital Management, L.L.C. | 40,448 | $785.1K | 0.10% | +12,875+46.7% | Added |
| Private Advisor Group, LLC | 41,119 | $798.1K | 0.01% | −1,279−3.0% | Reduced |
| Dakota Wealth Management | 42,000 | $815.2K | 0.04% | +29,000+223.1% | Added |
| Oder Investment Management, LLC | 43,267 | $839.8K | 0.91% | −1,188−2.7% | Reduced |
| Logan Stone Capital, LLC | 43,674 | $847.7K | 0.23% | +43,674 | New |
| EP Wealth Advisors, LLC | 45,304 | $879.4K | 0.01% | +45,304 | New |
| Integrated Wealth Concepts LLC | 46,949 | $911.3K | 0.02% | +27,026+135.7% | Added |
| Citadel Advisors LLC | 48,027 | $932.2K | 0.00% | +48,027 | New |
| Northwestern Mutual Wealth Management Co | 51,320 | $996.1K | 0.00% | −10,624−17.2% | Reduced |
| Bank of New York Mellon Corp | 53,144 | $1.03M | 0.00% | +8,664+19.5% | Added |
| Anchor Investment Management, LLC | 53,220 | $1.03M | 0.13% | +4,618+9.5% | Added |
| Janney Montgomery Scott LLC | 54,140 | $1.05M | 0.00% | −9,754−15.3% | Reduced |
| Moneta Group Investment Advisors LLC | 54,657 | $1.06M | 0.02% | −28,249−34.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 55,868 | $1.08M | 0.03% | −6,373−10.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,109 | $1.11M | 0.00% | +57,109 | New |
| Pinnacle Associates Ltd | 59,025 | $1.15M | 0.02% | −1,246−2.1% | Reduced |
| Advisory Services Network, LLC | 59,729 | $1.16M | 0.03% | −6,965−10.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,853 | $1.22M | 0.00% | −6,209−9.0% | Reduced |
| Baird Financial Group, Inc. | 65,375 | $1.27M | 0.00% | +1,593+2.5% | Added |
| Robinson Capital Management, LLC | 70,029 | $1.36M | 0.60% | +70,029 | New |
| Advisors Asset Management, Inc. | 71,022 | $1.38M | 0.03% | +22,914+47.6% | Added |
| 1607 Capital Partners, LLC | 71,975 | $1.40M | 0.10% | +30,632+74.1% | Added |
| LexAurum Advisors, LLC | 78,853 | $1.53M | 0.45% | −1,466−1.8% | Reduced |
| Royal Bank of Canada | 86,935 | $1.69M | 0.00% | +17,014+24.3% | Added |
| Ameriprise Financial Inc | 93,056 | $1.81M | 0.00% | −2,306−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 100,637 | $1.95M | 0.00% | −3,235−3.1% | Reduced |
| Waterfront Wealth Inc. | 123,179 | $2.38M | 0.78% | −1,296−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 131,650 | $2.56M | 0.04% | +1,640+1.3% | Added |
| Amplius Wealth Advisors, LLC | 149,678 | $2.91M | 0.39% | −14,050−8.6% | Reduced |
| Jacobi Capital Management LLC | 161,987 | $3.14M | 0.36% | +34,567+27.1% | Added |
| Raymond James & Associates | 162,881 | $3.16M | 0.00% | −19,195−10.5% | Reduced |
| Sentinel Trust Co Lba | 167,055 | $3.24M | 0.46% | +25,500+18.0% | Added |
| Cerity Partners LLC | 195,806 | $3.80M | 0.02% | +53,856+37.9% | Added |
| CNH Partners LLC | 197,555 | $3.83M | 0.17% | +180,299+1,044.8% | Added |
| LPL Financial LLC | 198,430 | $3.85M | 0.00% | +17,559+9.7% | Added |
| Walter & Keenan Financial Consulting Co | 201,180 | $3.90M | 1.52% | −8,354−4.0% | Reduced |
| Gill Capital Partners, LLC | 205,948 | $4.00M | 1.77% | +1,917+0.9% | Added |
| Pathstone Family Office, LLC | 218,931 | $4.25M | 0.03% | +218,931 | New |
| Hennion & Walsh Asset Management, Inc. | 285,853 | $5.55M | 0.35% | +1,054+0.4% | Added |