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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 66 | $1.37K | 0.00% | +66 | New |
| Bank of New Hampshire | 500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 565 | $11.7K | 0.00% | +4+0.7% | Added |
| Rosenberg Matthew Hamilton | 750 | $15.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,000 | $20.8K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,313 | $27.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,000 | $41.6K | 0.01% | +2,000 | New |
| Montag A & Associates Inc | 2,200 | $45.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,506 | $52.1K | 0.02% | +2,506 | New |
| Bramshill Investments, LLC | 2,543 | $52.9K | 0.01% | −610−19.3% | Reduced |
| Rothschild Investment LLC | 4,000 | $83.2K | 0.01% | +4,000 | New |
| Parallel Advisors, LLC | 4,286 | $89.2K | 0.00% | −458−9.7% | Reduced |
| Wolverine Asset Management LLC | 4,767 | $99.2K | 0.00% | −8,608−64.4% | Reduced |
| Huntington National Bank | – | $100.5K | 0.00% | – | – |
| Elequin Capital LP | 4,908 | $102.1K | 0.03% | +4,908 | New |
| Colonial Trust Co | 5,000 | $104.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,108 | $127.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,496 | $197.5K | 0.00% | −41,824−81.5% | Reduced |
| Comerica Bank | 9,589 | $199.5K | 0.00% | −8,193−46.1% | Reduced |
| Advisor Group Holdings, Inc. | 10,155 | $211.2K | 0.00% | −8,010−44.1% | Reduced |
| US Bancorp | 10,329 | $214.8K | 0.00% | −4,450−30.1% | Reduced |
| HighTower Advisors, LLC | 10,330 | $215.0K | 0.00% | +23+0.2% | Added |
| Harbor Investment Advisory, LLC | 10,613 | $220.8K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,595 | $222.3K | 0.01% | −1,482−12.3% | Reduced |
| Western Wealth Management, LLC | 10,795 | $224.5K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Designers | 10,959 | $227.9K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,427 | $237.7K | 0.06% | +11,427 | New |
| Melfa Wealth Management, LLC | 11,546 | $240.2K | 0.23% | +11,546 | New |
| MML Investors Services, LLC | 12,541 | $261.0K | 0.00% | +12,541 | New |
| Cambridge Investment Research Advisors, Inc. | 12,614 | $262.0K | 0.00% | −1,507−10.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,806 | $266.4K | 0.02% | −2,133−14.3% | Reduced |
| Smartleaf Asset Management LLC | 12,880 | $267.1K | 0.07% | +12,880 | New |
| Horizon Kinetics Asset Management LLC | 12,950 | $269.4K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 13,000 | $270.4K | 0.06% | +13,000 | New |
| JGP Wealth Management, LLC | 13,023 | $270.9K | 0.04% | +13,023 | New |
| MGB Wealth Management, LLC | 13,226 | $275.1K | 0.14% | +13,226 | New |
| Captrust Financial Advisors | 13,281 | $276.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,561 | $282.1K | 0.00% | −1,107−7.5% | Reduced |
| Kestra Advisory Services, LLC | 14,557 | $302.8K | 0.00% | +1,011+7.5% | Added |
| Creative Planning | 14,784 | $307.5K | 0.00% | +110+0.7% | Added |
| Private Trust Co NA | 15,147 | $315.1K | 0.04% | +147+1.0% | Added |
| Ieq Capital, LLC | 15,189 | $315.9K | 0.01% | +148+1.0% | Added |
| Magnus Financial Group LLC | 15,231 | $316.8K | 0.04% | −3,301−17.8% | Reduced |
| Tamar Securities, LLC | 15,797 | $328.6K | 0.06% | +9+0.1% | Added |
| Transcend Wealth Collective, LLC | 15,945 | $331.7K | 0.03% | +37+0.2% | Added |
| Cresset Asset Management, LLC | 16,744 | $348.3K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,825 | $350.0K | 0.04% | +16,825 | New |
| Stratos Wealth Partners, LTD. | 16,955 | $352.7K | 0.01% | +3,800+28.9% | Added |
| Nomura Holdings Inc | 17,000 | $353.6K | 0.00% | +17,000 | New |
| Wealthcare Advisory Partners LLC | 17,951 | $373.4K | 0.01% | +36+0.2% | Added |
| Oppenheimer & Co Inc | 19,162 | $398.6K | 0.01% | −974−4.8% | Reduced |
| Raymond James Trust N.A. | 19,448 | $404.5K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 19,675 | $409.2K | 0.09% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 19,770 | $411.4K | 0.42% | +6,620+50.3% | Added |
| Whalerock Point Partners, LLC | 20,000 | $416.0K | 0.13% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 22,750 | $473.2K | 0.13% | +3,290+16.9% | Added |
| Jefferies Financial Group Inc. | 23,195 | $482.5K | 0.01% | −6,807−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 23,515 | $489.1K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 23,607 | $491.0K | 0.37% | +1,000+4.4% | Added |
| Encompass Wealth Advisors, LLC | 24,400 | $507.5K | 0.15% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 25,000 | $520.0K | 0.00% | +25,000 | New |
| Andrew Hill Investment Advisors, Inc. | 26,502 | $551.3K | 0.57% | +26,502 | New |
| TrinityPoint Wealth, LLC | 27,271 | $567.2K | 0.10% | −7,923−22.5% | Reduced |
| Virtu Financial LLC | 27,619 | $574.0K | 0.05% | −2,132−7.2% | Reduced |
| CWM, LLC | 30,815 | $641.0K | 0.00% | +58+0.2% | Added |
| Susquehanna International Group, LLP | 31,374 | $652.6K | 0.00% | +31,374 | New |
| Tortoise Investment Management, LLC | 32,328 | $672.4K | 0.09% | +20,628+176.3% | Added |
| Beverly Hills Private Wealth, LLC | 35,805 | $744.7K | 0.19% | +35,805 | New |
| Guggenheim Capital LLC | 40,382 | $839.9K | 0.01% | +11,868+41.6% | Added |
| Private Advisor Group, LLC | 40,929 | $851.3K | 0.01% | −190−0.5% | Reduced |
| Oder Investment Management, LLC | 41,190 | $856.7K | 0.85% | −2,077−4.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 41,888 | $871.3K | 0.02% | −13,980−25.0% | Reduced |
| Janney Montgomery Scott LLC | 42,412 | $882.0K | 0.00% | −11,728−21.7% | Reduced |
| EP Wealth Advisors, LLC | 45,304 | $942.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 45,328 | $942.8K | 0.02% | −1,621−3.5% | Reduced |
| Millennium Management LLC | 46,607 | $969.4K | 0.00% | +20,808+80.7% | Added |
| Moneta Group Investment Advisors LLC | 50,640 | $1.05M | 0.02% | −4,017−7.3% | Reduced |
| Bank of New York Mellon Corp | 52,013 | $1.08M | 0.00% | −1,131−2.1% | Reduced |
| Dakota Wealth Management | 54,500 | $1.13M | 0.04% | +12,500+29.8% | Added |
| Pinnacle Associates Ltd | 57,064 | $1.19M | 0.02% | −1,961−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 57,581 | $1.20M | 0.00% | −5,272−8.4% | Reduced |
| Anchor Investment Management, LLC | 57,978 | $1.21M | 0.14% | +4,758+8.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,027 | $1.23M | 0.00% | −41,610−41.3% | Reduced |
| Weiss Asset Management LP | 59,395 | $1.24M | 0.09% | +59,395 | New |
| Hara Capital LLC | 59,509 | $1.24M | 0.87% | +59,509 | New |
| Advisory Services Network, LLC | 59,563 | $1.24M | 0.03% | −166−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,713 | $1.24M | 0.00% | +2,604+4.6% | Added |
| Baird Financial Group, Inc. | 63,505 | $1.32M | 0.00% | −1,870−2.9% | Reduced |
| Relative Value Partners Group, LLC | 68,282 | $1.42M | 0.09% | +68,282 | New |
| Eldridge Investment Advisors, Inc. | 70,916 | $1.48M | 0.39% | +70,916 | New |
| LexAurum Advisors, LLC | 74,958 | $1.56M | 0.41% | −3,895−4.9% | Reduced |
| Gridiron Partners, LLC | 75,855 | $1.58M | 1.11% | +75,855 | New |
| Almitas Capital LLC | 87,115 | $1.81M | 0.62% | +53,715+160.8% | Added |
| Gill Capital Partners, LLC | 88,342 | $1.84M | 0.77% | −117,606−57.1% | Reduced |
| Ameriprise Financial Inc | 102,669 | $2.14M | 0.00% | +9,613+10.3% | Added |
| Royal Bank of Canada | 103,426 | $2.15M | 0.00% | +16,491+19.0% | Added |
| Advisors Asset Management, Inc. | 115,947 | $2.41M | 0.05% | +44,925+63.3% | Added |
| Raymond James & Associates | 116,289 | $2.42M | 0.00% | −46,592−28.6% | Reduced |
| Waterfront Wealth Inc. | 118,892 | $2.47M | 0.73% | −4,287−3.5% | Reduced |
| Amplius Wealth Advisors, LLC | 136,367 | $2.84M | 0.34% | −13,311−8.9% | Reduced |