BlackRock Municipal 2030 Target Term Trust
BTT- 交易所
- NYSE
- SEC CIK
- 0001528437
近 90 天，BlackRock Municipal 2030 Target Term Trust 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 142 家機構在 13F 申報持有，市值合計 $5.75 億；沒有大師持有。
2024 年第 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 140
- 較 2024 年第 3 季 +16 家
- 持有股數
- 2,403 萬
- 較 2024 年第 3 季 +248.5 萬 (+11.5%)
- 總市值
- $4.95 億
- 較 2024 年第 3 季 +$2,942 萬 (+6.3%)
- 新進機構
- 27
- 另有 51 家加碼
- 清倉機構
- 11
- 另有 39 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 142 | $5.75 億 |
| 2026 年第 1 季 | 145 | $5.72 億 |
| 2025 年第 4 季 | 142 | $5.74 億 |
| 2025 年第 3 季 | 140 | $5.70 億 |
| 2025 年第 2 季 | 131 | $5.51 億 |
| 2025 年第 1 季 | 133 | $5.31 億 |
| 2024 年第 4 季 | 140 | $4.95 億 |
| 2024 年第 3 季 | 127 | $4.69 億 |
| 2024 年第 2 季 | 127 | $4.32 億 |
| 2024 年第 1 季 | 121 | $4.07 億 |
| 2023 年第 4 季 | 126 | $4.13 億 |
| 2023 年第 3 季 | 113 | $3.54 億 |
| 2023 年第 2 季 | 118 | $3.60 億 |
| 2023 年第 1 季 | 117 | $3.62 億 |
| 2022 年第 4 季 | 120 | $3.41 億 |
| 2022 年第 3 季 | 107 | $2.87 億 |
| 2022 年第 2 季 | 113 | $2.97 億 |
| 2022 年第 1 季 | 110 | $3.23 億 |
| 2021 年第 4 季 | 115 | $3.56 億 |
| 2021 年第 3 季 | 110 | $3.40 億 |
| 2021 年第 2 季 | 111 | $3.52 億 |
| 2021 年第 1 季 | 115 | $3.39 億 |
2024 年第 4 季持有機構
每家機構持有 BlackRock Municipal 2030 Target Term Trust 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 2,813,280 | $5,793 萬 | 1.71% | +231,758+9.0% | 加碼 |
| Rivernorth Capital Management, LLC | 1,568,869 | $3,230 萬 | 1.55% | −192,145−10.9% | 減碼 |
| Almitas Capital LLC | 1,501,061 | $3,091 萬 | 6.78% | +964,150+179.6% | 加碼 |
| Mackay Shields LLC | 1,401,701 | $2,886 萬 | 0.85% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,335,788 | $2,750 萬 | 0.04% | +243,776+22.3% | 加碼 |
| Morgan Stanley | 1,217,558 | $2,507 萬 | 0.00% | −131,553−9.8% | 減碼 |
| Pathstone Holdings, LLC | 958,519 | $1,974 萬 | 0.09% | +460,836+92.6% | 加碼 |
| Logan Stone Capital, LLC | 855,041 | $1,761 萬 | 5.89% | −113,951−11.8% | 減碼 |
| Bank of America Corp | 848,019 | $1,746 萬 | 0.00% | −162,769−16.1% | 減碼 |
| Tortoise Investment Management, LLC | 798,802 | $1,645 萬 | 1.74% | +180,475+29.2% | 加碼 |
| UBS Group AG | 779,600 | $1,605 萬 | 0.00% | −50,011−6.0% | 減碼 |
| City of London Investment Management Co Ltd | 698,278 | $1,438 萬 | 1.43% | +182,949+35.5% | 加碼 |
| Van Eck Associates Corp | 561,113 | $1,155 萬 | 0.01% | +21,179+3.9% | 加碼 |
| Sentinel Trust Co Lba | 558,146 | $1,149 萬 | 1.32% | +49,225+9.7% | 加碼 |
| Saba Capital Management, L.P. | 539,880 | $1,112 萬 | 0.28% | +157,536+41.2% | 加碼 |
| Merit Financial Group, LLC | 477,034 | $982.2 萬 | 0.18% | −3,749−0.8% | 減碼 |
| Narwhal Capital Management | 437,070 | $899.9 萬 | 0.80% | −31,984−6.8% | 減碼 |
| LPL Financial LLC | 423,159 | $871.3 萬 | 0.00% | +22,700+5.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 359,403 | $740.0 萬 | 0.33% | +70,952+24.6% | 加碼 |
| 1607 Capital Partners, LLC | 315,019 | $648.6 萬 | 0.52% | +157,784+100.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 262,825 | $541.2 萬 | 0.03% | +175,022+199.3% | 加碼 |
| Cerity Partners LLC | 241,286 | $496.8 萬 | 0.01% | +1,450+0.6% | 加碼 |
| WealthBridge Capital Management, LLC | 233,521 | $480.8 萬 | 1.34% | −9,995−4.1% | 減碼 |
| Stifel Financial Corp | 207,997 | $428.3 萬 | 0.00% | −193,178−48.2% | 減碼 |
| CNH Partners LLC | 207,479 | $426.2 萬 | 0.10% | −52,813−20.3% | 減碼 |
| Jacobi Capital Management LLC | 203,179 | $418.3 萬 | 0.31% | +6,490+3.3% | 加碼 |
| Raymond James Financial Inc | 149,542 | $307.9 萬 | 0.00% | +149,542 | 新進 |
| Beverly Hills Private Wealth, LLC | 147,253 | $303.2 萬 | 0.61% | +9,590+7.0% | 加碼 |
| Advisors Asset Management, Inc. | 143,503 | $295.5 萬 | 0.05% | −3,071−2.1% | 減碼 |
| Rockefeller Capital Management L.P. | 141,461 | $291.3 萬 | 0.01% | +27,272+23.9% | 加碼 |
| Elgethun Capital Management | 132,918 | $273.7 萬 | 0.66% | −71−0.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 129,653 | $267.0 萬 | 0.02% | −8,646−6.3% | 減碼 |
| Waterfront Wealth Inc. | 117,125 | $241.2 萬 | 0.59% | +4,652+4.1% | 加碼 |
| Scarborough Advisors, LLC | 116,262 | $239.4 萬 | 0.34% | +116,262 | 新進 |
| Walter & Keenan Financial Consulting Co | 113,969 | $234.7 萬 | 0.71% | −20,090−15.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 107,987 | $222.3 萬 | 0.23% | −15,930−12.9% | 減碼 |
| Royal Bank of Canada | 105,381 | $217.0 萬 | 0.00% | −350.0% | 減碼 |
| Eldridge Investment Advisors, Inc. | 102,668 | $211.4 萬 | 0.49% | +2,274+2.3% | 加碼 |
| Maltin Wealth Management, Inc. | 101,191 | $208.4 萬 | 1.02% | +34,995+52.9% | 加碼 |
| Matisse Capital | 100,739 | $207.4 萬 | 1.05% | +51,042+102.7% | 加碼 |
| Envestnet Asset Management Inc | 100,633 | $207.2 萬 | 0.00% | +100,633 | 新進 |
| Hara Capital LLC | 96,322 | $198.3 萬 | 1.26% | −147,193−60.4% | 減碼 |
| Ameriprise Financial Inc | 88,644 | $182.5 萬 | 0.00% | −849−0.9% | 減碼 |
| Nine Masts Capital Ltd | 84,634 | $174.3 萬 | 0.32% | 00.0% | 不變 |
| Park Avenue Securities LLC | 79,348 | $163.4 萬 | 0.02% | +79,348 | 新進 |
| Gridiron Partners, LLC | 75,855 | $156.2 萬 | 0.99% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 73,343 | $154.2 萬 | 0.01% | +2,041+2.9% | 加碼 |
| Dakota Wealth Management | 70,900 | $146.0 萬 | 0.03% | +16,400+30.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 69,082 | $142.2 萬 | 0.00% | +27,018+64.2% | 加碼 |
| Anchor Investment Management, LLC | 67,931 | $139.9 萬 | 0.13% | +37+0.1% | 加碼 |
| Seed Wealth Management, Inc. | 62,720 | $129.1 萬 | 1.04% | +18,500+41.8% | 加碼 |
| Baird Financial Group, Inc. | 61,930 | $127.5 萬 | 0.00% | −2,497−3.9% | 減碼 |
| HighTower Advisors, LLC | 59,167 | $121.8 萬 | 0.00% | +18,374+45.0% | 加碼 |
| Wolverine Asset Management LLC | 57,449 | $118.3 萬 | 0.02% | +14,040+32.3% | 加碼 |
| Commonwealth Equity Services, LLC | 56,574 | $116.5 萬 | 0.00% | −8,582−13.2% | 減碼 |
| LexAurum Advisors, LLC | 56,257 | $115.8 萬 | 0.23% | −1,635−2.8% | 減碼 |
| Pinnacle Associates Ltd | 55,150 | $113.6 萬 | 0.02% | −1,914−3.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 55,028 | $113.3 萬 | 0.12% | −49,295−47.3% | 減碼 |
| Gill Capital Partners, LLC | 51,962 | $107.0 萬 | 0.38% | −6,378−10.9% | 減碼 |
| EP Wealth Advisors, LLC | 45,304 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 43,178 | $88.9 萬 | 0.01% | +14,106+48.5% | 加碼 |
| Oder Investment Management, LLC | 37,799 | $77.8 萬 | 0.65% | +51+0.1% | 加碼 |
| CI Private Wealth, LLC | 36,360 | $74.9 萬 | 0.00% | −4,805−11.7% | 減碼 |
| Integrated Wealth Concepts LLC | 35,883 | $73.9 萬 | 0.01% | −3,085−7.9% | 減碼 |
| Riverbridge Partners LLC | 34,797 | $71.6 萬 | 0.01% | +50.0% | 加碼 |
| Guggenheim Capital LLC | 34,202 | $70.4 萬 | 0.01% | −7,241−17.5% | 減碼 |
| Advisory Services Network, LLC | 30,841 | $63.5 萬 | 0.01% | −14,760−32.4% | 減碼 |
| Private Trust Co NA | 30,667 | $63.1 萬 | 0.06% | +3,750+13.9% | 加碼 |
| Independent Advisor Alliance | 29,901 | $61.6 萬 | 0.01% | +29,901 | 新進 |
| CWM, LLC | 28,588 | $58.9 萬 | 0.00% | +116+0.4% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 27,324 | $56.3 萬 | 0.42% | +1,350+5.2% | 加碼 |
| Janney Montgomery Scott LLC | 26,484 | $54.5 萬 | 0.00% | −2,949−10.0% | 減碼 |
| Jefferies Financial Group Inc. | 25,020 | $51.5 萬 | 0.01% | −800−3.1% | 減碼 |
| HRT Financial LP | 24,803 | $51.0 萬 | 0.00% | +24,803 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.2 萬 | 0.20% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 24,243 | $49.9 萬 | 0.13% | +564+2.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,515 | $48.4 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 23,475 | $48.3 萬 | 0.01% | 00.0% | 不變 |
| Magnus Financial Group LLC | 22,928 | $47.2 萬 | 0.05% | −1,588−6.5% | 減碼 |
| Successful Portfolios LLC | 21,707 | $44.7 萬 | 0.30% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,670 | $44.6 萬 | 0.02% | +4,056+23.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 21,412 | $44.1 萬 | 0.01% | +187+0.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,656 | $42.5 萬 | 0.00% | +3,535+20.6% | 加碼 |
| Covenant Asset Management, LLC | 20,350 | $41.9 萬 | 0.09% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 18,825 | $38.8 萬 | 0.01% | +146+0.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 17,450 | $35.9 萬 | 0.01% | +43+0.2% | 加碼 |
| Tamar Securities, LLC | 16,830 | $34.7 萬 | 0.05% | +10+0.1% | 加碼 |
| Icon Wealth Advisors, LLC | 16,825 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Readystate Asset Management LP | 16,659 | $34.3 萬 | 0.01% | +16,659 | 新進 |
| Summit Financial Wealth Advisors, LLC | 15,850 | $33.4 萬 | 0.07% | −225−1.4% | 減碼 |
| Nomura Holdings Inc | 15,500 | $31.9 萬 | 0.00% | +15,500 | 新進 |
| Integrated Capital Management, Inc. | 15,263 | $31.4 萬 | 0.25% | +15,263 | 新進 |
| Petra Financial Advisors Inc | 15,195 | $31.3 萬 | 0.21% | +15,195 | 新進 |
| Smith Asset Management Co., LLC | 14,689 | $30.2 萬 | 0.29% | +14,689 | 新進 |
| Cary Street Partners Financial LLC | 13,539 | $27.9 萬 | 0.01% | +13,539 | 新進 |
| Blue Bell Private Wealth Management, LLC | 13,500 | $27.8 萬 | 0.05% | +13,400+13,400.0% | 加碼 |
| Shaker Financial Services, LLC | 13,143 | $27.1 萬 | 0.10% | −4,556−25.7% | 減碼 |
| Edge Wealth Management LLC | 13,000 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Generation Capital Management LLC | 12,390 | $25.5 萬 | 0.22% | +12,390 | 新進 |
| Cetera Investment Advisers | 12,173 | $25.1 萬 | 0.00% | −585−4.6% | 減碼 |