BLACKROCK 2037 MUNICIPAL TAR (BMN)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
21
Reporting holders
$40.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $22.3M | 866,222 | 0.00% | 15q | +3.3%+$711.5K |
| Hennion & Walsh Asset Management, Inc. | $3.4M | 132,064 | 0.10% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.0M | 115,251 | 0.00% | 14q | -6.0%-$187.4K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 75,438 | 0.00% | 7q | +2.4%+$45.6K |
| UBS Group AG | $1.9M | 72,958 | 0.00% | 15q | +3.8%+$69.2K |
| WELLS FARGO & COMPANY/MN | $1.7M | 67,896 | 0.00% | 15q | -47.7%-$1.6M |
| GUGGENHEIM CAPITAL LLC | $1.4M | 55,223 | 0.01% | 9q | -56.1%-$1.8M |
| VAN ECK ASSOCIATES CORP | $931.3K | 36,239 | 0.00% | 10q | +6.3%+$55.4K |
| ROYAL BANK OF CANADA | $820.0K | 31,912 | 0.00% | 15q | HELD |
| TRUIST FINANCIAL CORP | $689.4K | 26,826 | 0.00% | 9q | +12.5%+$76.6K |
| Jacobi Capital Management LLC | $616.8K | 24,000 | 0.03% | 6q | HELD |
| Invesco Ltd. | $457.8K | 17,813 | 0.00% | 4q | -2.2%-$10.2K |
| DUTCH ASSET Corp | $328.5K | 12,781 | 0.16% | 3q | +10.6%+$31.6K |
| Dorsey & Whitney Trust CO LLC | $308.4K | 12,000 | 0.02% | 9q | HELD |
| &PARTNERS | $284.9K | 11,087 | 0.00% | 11q | HELD |
| CITADEL ADVISORS LLC | $217.6K | 8,465 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $178.4K | 6,941 | 0.08% | 6q | -20.1%-$45.0K |
| FARMERS & MERCHANTS INVESTMENTS INC | $156.5K | 6,091 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $102.8K | 4,000 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $92.8K | 3,609 | 0.00% | 11q | +3.1%+$2.8K |
| Clear Street Group Inc. | $72.3K | 2,815 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 14.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $40.9M | 1,589,631 | 2 | 7 | 5 | 0.0% |
| Q1 2026 | 20 | $43.7M | 1,682,768 | 1 | 8 | 2 | 0.0% |
| Q4 2025 | 19 | $38.7M | 1,477,618 | 1 | 8 | 3 | 0.0% |
| Q3 2025 | 19 | $34.0M | 1,357,729 | 3 | 4 | 6 | 0.0% |
| Q2 2025 | 16 | $33.5M | 1,361,246 | 0 | 5 | 4 | 0.0% |
| Q1 2025 | 18 | $33.8M | 1,333,571 | 2 | 3 | 5 | 0.0% |
| Q4 2024 | 16 | $32.4M | 1,266,411 | 1 | 4 | 4 | 0.0% |
| Q3 2024 | 17 | $29.6M | 1,157,956 | 3 | 7 | 3 | 0.0% |
| Q2 2024 | 19 | $29.8M | 1,205,055 | 4 | 6 | 3 | 0.0% |
| Q1 2024 | 17 | $48.8M | 2,023,280 | 2 | 6 | 4 | 0.0% |
| Q4 2023 | 17 | $29.0M | 1,221,352 | 7 | 4 | 4 | 0.0% |
| Q3 2023 | 10 | $9.7M | 427,985 | 3 | 5 | 1 | 0.0% |
| Q2 2023 | 7 | $9.0M | 362,416 | 1 | 4 | 1 | 0.0% |
| Q1 2023 | 6 | $8.7M | 345,614 | 1 | 3 | 1 | 0.0% |
| Q4 2022 | 5 | $4.1M | 169,216 | 5 | 0 | 0 | 0.0% |