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, Q4 2023
Institutional positions in BlackRock Municipal 2030 Target Term Trust as of Dec 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
- 126
- +15 vs. Q3 2023
- Shares held
- 19.8M
- +1.79M (+9.9%) vs. Q3 2023
- Total value
- $412.7M
- +$63.1M (+18.0%) vs. Q3 2023
- New holders
- 26
- 36 more added
- Sold out
- 11
- 44 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Municipal 2030 Target Term Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 2,512,207 | $52.3M | 1.59% | +623,183+33.0% | Added |
| Rivernorth Capital Management, LLC | 2,144,777 | $44.6M | 2.14% | −16,650−0.8% | Reduced |
| Morgan Stanley | 1,539,573 | $32.0M | 0.00% | −233,800−13.2% | Reduced |
| Mackay Shields LLC | 1,401,701 | $29.2M | 0.85% | 00.0% | Unchanged |
| Bank of America Corp | 1,162,998 | $24.2M | 0.00% | −182,895−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,109,028 | $23.1M | 0.04% | +49,694+4.7% | Added |
| UBS Group AG | 775,209 | $16.1M | 0.01% | −88,257−10.2% | Reduced |
| Logan Stone Capital, LLC | 629,759 | $13.1M | 2.65% | +586,085+1,342.0% | Added |
| Narwhal Capital Management | 533,223 | $11.1M | 1.21% | −12,122−2.2% | Reduced |
| Merit Financial Group, LLC | 522,468 | $10.9M | 0.33% | −9,487−1.8% | Reduced |
| Van Eck Associates Corp | 519,693 | $10.8M | 0.02% | +63,730+14.0% | Added |
| Rockefeller Capital Management L.P. | 513,979 | $10.7M | 0.04% | +9,545+1.9% | Added |
| Stifel Financial Corp | 485,447 | $10.1M | 0.01% | −46,733−8.8% | Reduced |
| WealthBridge Capital Management, LLC | 318,999 | $6.64M | 2.49% | −62,721−16.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 282,585 | $5.88M | 0.34% | −3,268−1.1% | Reduced |
| 1607 Capital Partners, LLC | 273,728 | $5.69M | 0.40% | +201,753+280.3% | Added |
| Sentinel Trust Co Lba | 242,735 | $5.05M | 0.66% | +75,680+45.3% | Added |
| CNH Partners LLC | 233,029 | $4.85M | 0.20% | +35,474+18.0% | Added |
| Cerity Partners LLC | 228,075 | $4.74M | 0.02% | +32,269+16.5% | Added |
| Pathstone Holdings, LLC | 205,510 | $4.27M | 0.02% | +205,510 | New |
| Walter & Keenan Financial Consulting Co | 197,267 | $4.10M | 1.47% | −3,913−1.9% | Reduced |
| Landscape Capital Management, L.L.C. | 188,854 | $3.93M | 0.35% | +148,406+366.9% | Added |
| City of London Investment Management Co Ltd | 186,254 | $3.87M | 0.32% | +186,254 | New |
| LPL Financial LLC | 181,925 | $3.78M | 0.00% | −16,505−8.3% | Reduced |
| Jacobi Capital Management LLC | 163,023 | $3.39M | 0.35% | +1,036+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 156,355 | $3.25M | 0.04% | +24,705+18.8% | Added |
| Amplius Wealth Advisors, LLC | 136,367 | $2.84M | 0.34% | −13,311−8.9% | Reduced |
| Waterfront Wealth Inc. | 118,892 | $2.47M | 0.73% | −4,287−3.5% | Reduced |
| Raymond James & Associates | 116,289 | $2.42M | 0.00% | −46,592−28.6% | Reduced |
| Advisors Asset Management, Inc. | 115,947 | $2.41M | 0.05% | +44,925+63.3% | Added |
| Royal Bank of Canada | 103,426 | $2.15M | 0.00% | +16,491+19.0% | Added |
| Ameriprise Financial Inc | 102,669 | $2.14M | 0.00% | +9,613+10.3% | Added |
| Gill Capital Partners, LLC | 88,342 | $1.84M | 0.77% | −117,606−57.1% | Reduced |
| Almitas Capital LLC | 87,115 | $1.81M | 0.62% | +53,715+160.8% | Added |
| Gridiron Partners, LLC | 75,855 | $1.58M | 1.11% | +75,855 | New |
| LexAurum Advisors, LLC | 74,958 | $1.56M | 0.41% | −3,895−4.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 70,916 | $1.48M | 0.39% | +70,916 | New |
| Relative Value Partners Group, LLC | 68,282 | $1.42M | 0.09% | +68,282 | New |
| Baird Financial Group, Inc. | 63,505 | $1.32M | 0.00% | −1,870−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,713 | $1.24M | 0.00% | +2,604+4.6% | Added |
| Advisory Services Network, LLC | 59,563 | $1.24M | 0.03% | −166−0.3% | Reduced |
| Hara Capital LLC | 59,509 | $1.24M | 0.87% | +59,509 | New |
| Weiss Asset Management LP | 59,395 | $1.24M | 0.09% | +59,395 | New |
| Raymond James Financial Services Advisors, Inc. | 59,027 | $1.23M | 0.00% | −41,610−41.3% | Reduced |
| Anchor Investment Management, LLC | 57,978 | $1.21M | 0.14% | +4,758+8.9% | Added |
| Commonwealth Equity Services, LLC | 57,581 | $1.20M | 0.00% | −5,272−8.4% | Reduced |
| Pinnacle Associates Ltd | 57,064 | $1.19M | 0.02% | −1,961−3.3% | Reduced |
| Dakota Wealth Management | 54,500 | $1.13M | 0.04% | +12,500+29.8% | Added |
| Bank of New York Mellon Corp | 52,013 | $1.08M | 0.00% | −1,131−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 50,640 | $1.05M | 0.02% | −4,017−7.3% | Reduced |
| Millennium Management LLC | 46,607 | $969.4K | 0.00% | +20,808+80.7% | Added |
| Integrated Wealth Concepts LLC | 45,328 | $942.8K | 0.02% | −1,621−3.5% | Reduced |
| EP Wealth Advisors, LLC | 45,304 | $942.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,412 | $882.0K | 0.00% | −11,728−21.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 41,888 | $871.3K | 0.02% | −13,980−25.0% | Reduced |
| Oder Investment Management, LLC | 41,190 | $856.7K | 0.85% | −2,077−4.8% | Reduced |
| Private Advisor Group, LLC | 40,929 | $851.3K | 0.01% | −190−0.5% | Reduced |
| Guggenheim Capital LLC | 40,382 | $839.9K | 0.01% | +11,868+41.6% | Added |
| Beverly Hills Private Wealth, LLC | 35,805 | $744.7K | 0.19% | +35,805 | New |
| Tortoise Investment Management, LLC | 32,328 | $672.4K | 0.09% | +20,628+176.3% | Added |
| Susquehanna International Group, LLP | 31,374 | $652.6K | 0.00% | +31,374 | New |
| CWM, LLC | 30,815 | $641.0K | 0.00% | +58+0.2% | Added |
| Virtu Financial LLC | 27,619 | $574.0K | 0.05% | −2,132−7.2% | Reduced |
| TrinityPoint Wealth, LLC | 27,271 | $567.2K | 0.10% | −7,923−22.5% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 26,502 | $551.3K | 0.57% | +26,502 | New |
| Cohen & Steers, Inc. | 25,000 | $520.0K | 0.00% | +25,000 | New |
| Encompass Wealth Advisors, LLC | 24,400 | $507.5K | 0.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 23,607 | $491.0K | 0.37% | +1,000+4.4% | Added |
| The PNC Financial Services Group, Inc. | 23,515 | $489.1K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 23,195 | $482.5K | 0.01% | −6,807−22.7% | Reduced |
| Covenant Asset Management, LLC | 22,750 | $473.2K | 0.13% | +3,290+16.9% | Added |
| Whalerock Point Partners, LLC | 20,000 | $416.0K | 0.13% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 19,770 | $411.4K | 0.42% | +6,620+50.3% | Added |
| Summit Financial Wealth Advisors, LLC | 19,675 | $409.2K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,448 | $404.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,162 | $398.6K | 0.01% | −974−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 17,951 | $373.4K | 0.01% | +36+0.2% | Added |
| Nomura Holdings Inc | 17,000 | $353.6K | 0.00% | +17,000 | New |
| Stratos Wealth Partners, LTD. | 16,955 | $352.7K | 0.01% | +3,800+28.9% | Added |
| Icon Wealth Advisors, LLC | 16,825 | $350.0K | 0.04% | +16,825 | New |
| Cresset Asset Management, LLC | 16,744 | $348.3K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 15,945 | $331.7K | 0.03% | +37+0.2% | Added |
| Tamar Securities, LLC | 15,797 | $328.6K | 0.06% | +9+0.1% | Added |
| Magnus Financial Group LLC | 15,231 | $316.8K | 0.04% | −3,301−17.8% | Reduced |
| Ieq Capital, LLC | 15,189 | $315.9K | 0.01% | +148+1.0% | Added |
| Private Trust Co NA | 15,147 | $315.1K | 0.04% | +147+1.0% | Added |
| Creative Planning | 14,784 | $307.5K | 0.00% | +110+0.7% | Added |
| Kestra Advisory Services, LLC | 14,557 | $302.8K | 0.00% | +1,011+7.5% | Added |
| Cetera Advisor Networks LLC | 13,561 | $282.1K | 0.00% | −1,107−7.5% | Reduced |
| Captrust Financial Advisors | 13,281 | $276.2K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 13,226 | $275.1K | 0.14% | +13,226 | New |
| JGP Wealth Management, LLC | 13,023 | $270.9K | 0.04% | +13,023 | New |
| Edge Wealth Management LLC | 13,000 | $270.4K | 0.06% | +13,000 | New |
| Horizon Kinetics Asset Management LLC | 12,950 | $269.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12,880 | $267.1K | 0.07% | +12,880 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,806 | $266.4K | 0.02% | −2,133−14.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,614 | $262.0K | 0.00% | −1,507−10.7% | Reduced |
| MML Investors Services, LLC | 12,541 | $261.0K | 0.00% | +12,541 | New |
| Melfa Wealth Management, LLC | 11,546 | $240.2K | 0.23% | +11,546 | New |
| Tyche Wealth Partners LLC | 11,427 | $237.7K | 0.06% | +11,427 | New |