BLACKROCK MUN TARGET TERM TR (BTT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
135
Reporting holders
$548.5M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $105.6M | 4,641,247 | 3.04% | 16q | -1.0%-$1.1M |
| MacKay Shields LLC | $44.8M | 1,967,980 | 1.50% | 31q | +25.6%+$9.1M |
| Pathstone Holdings, LLC | $37.3M | 1,638,668 | 0.11% | 11q | +1.6%+$577.3K |
| Allspring Global Investments Holdings, LLC | $35.6M | 1,563,860 | 0.05% | 19q | HELD |
| Almitas Capital LLC | $33.8M | 1,485,213 | 8.10% | 9q | HELD |
| Tortoise Investment Management, LLC | $32.3M | 1,420,474 | 2.41% | 31q | +1.4%+$439.6K |
| MORGAN STANLEY | $28.9M | 1,268,475 | 0.00% | 35q | +1.7%+$480.1K |
| Merit Financial Group, LLC | $20.1M | 882,056 | 0.06% | 15q | +99.3%+$10.0M |
| Hennion & Walsh Asset Management, Inc. | $17.8M | 783,682 | 0.51% | 18q | +26.9%+$3.8M |
| BANK OF AMERICA CORP /DE/ | $16.4M | 719,925 | 0.00% | 31q | -3.4%-$572.3K |
| UBS Group AG | $14.9M | 654,447 | 0.00% | 31q | -7.6%-$1.2M |
| LPL Financial LLC | $11.7M | 516,302 | 0.00% | 31q | +5.6%+$622.3K |
| VAN ECK ASSOCIATES CORP | $11.6M | 507,854 | 0.01% | 31q | +3.5%+$390.6K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $11.3M | 498,552 | 0.68% | 11q | -7.9%-$966.9K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.2M | 493,001 | 0.53% | 22q | -44.1%-$8.8M |
| 1607 Capital Partners, LLC | $6.5M | 287,241 | 0.57% | 13q | -25.5%-$2.2M |
| Beverly Hills Private Wealth, LLC | $5.8M | 253,307 | 1.10% | 11q | +11.1%+$574.2K |
| Focus Partners Wealth | $4.9M | 214,188 | 0.00% | 3q | -10.9%-$598.5K |
| Jacobi Capital Management LLC | $4.7M | 208,040 | 0.23% | 31q | +1.5%+$70.4K |
| STIFEL FINANCIAL CORP | $4.6M | 203,231 | 0.00% | 31q | +0.7%+$30.4K |
| WealthBridge Capital Management, LLC | $4.4M | 191,230 | 0.86% | 31q | -2.4%-$106.6K |
| Advisors Asset Management, Inc. | $4.1M | 178,185 | 0.06% | 13q | +44.9%+$1.3M |
| Dakota Wealth Management | $3.8M | 166,660 | 0.07% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 144,042 | 0.00% | 7q | +2.4%+$76.8K |
| Elgethun Capital Management | $3.1M | 137,301 | 0.44% | 8q | HELD |
| Scarborough Advisors, LLC | $2.7M | 119,526 | 0.31% | 7q | -0.9%-$23.8K |
| Maltin Wealth Management, Inc. | $2.7M | 117,605 | 0.89% | 10q | -5.3%-$150.9K |
| Hara Capital LLC | $2.6M | 114,387 | 1.38% | 11q | -4.9%-$134.5K |
| Eldridge Investment Advisors, Inc. | $2.4M | 107,454 | 0.48% | 11q | HELD |
| Amplius Wealth Advisors, LLC | $2.3M | 100,344 | 0.17% | 19q | -3.1%-$73.6K |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 93,598 | 0.00% | 7q | -6.7%-$154.0K |
| Waterfront Wealth Inc. | $2.1M | 92,920 | 0.33% | 22q | -6.4%-$145.3K |
| Rockefeller Capital Management L.P. | $1.8M | 81,261 | 0.00% | 27q | -27.0%-$683.8K |
| ROYAL BANK OF CANADA | $1.8M | 80,729 | 0.00% | 31q | +0.6%+$10.2K |
| AMERIPRISE FINANCIAL INC | $1.8M | 78,557 | 0.00% | 31q | -50.4%-$1.8M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $1.6M | 71,425 | 0.40% | 25q | HELD |
| Fiera Capital Corp | $1.5M | 66,988 | 0.01% | 2q | +51.1%+$515.1K |
| PETRA FINANCIAL ADVISORS INC | $1.4M | 63,712 | 0.67% | 7q | +11.8%+$153.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 61,738 | 0.00% | 12q | +9.5%+$122.4K |
| Invesco Ltd. | $1.4M | 61,808 | 0.00% | 3q | +48.7%+$460.5K |
| Baird Financial Group, Inc. | $1.4M | 60,653 | 0.00% | 31q | +12.7%+$155.7K |
| Seed Wealth Management, Inc. | $1.3M | 59,170 | 0.85% | 12q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $1.3M | 56,610 | 0.40% | 5q | +15.4%+$171.6K |
| PNC Financial Services Group, Inc. | $1.2M | 51,734 | 0.00% | 4q | HELD |
| Private Advisor Group, LLC | $1.2M | 51,440 | 0.01% | 31q | +18.6%+$183.7K |
| PINNACLE ASSOCIATES LTD | $1.1M | 49,973 | 0.01% | 31q | -3.8%-$44.9K |
| Integrated Wealth Concepts LLC | $1.1M | 49,470 | 0.01% | 20q | +74.1%+$479.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 48,064 | 0.00% | 31q | -6.8%-$79.4K |
| Sanctuary Advisors, LLC | $1.1M | 47,768 | 0.01% | 9q | +4.2%+$44.0K |
| IEQ CAPITAL, LLC | $1.1M | 47,381 | 0.00% | 6q | HELD |
| Oder Investment Management, LLC | $1.1M | 47,179 | 0.72% | 23q | +9.3%+$90.9K |
| Gridiron Partners, LLC | $1.0M | 45,646 | 0.55% | 11q | -32.2%-$494.0K |
| Wellspring Financial Advisors, LLC | $866.5K | 38,090 | 0.06% | 5q | HELD |
| B. Riley Wealth Advisors, Inc. | $753.3K | 33,287 | 0.04% | 5q | -28.9%-$305.7K |
| EP Wealth Advisors, LLC | $734.9K | 32,304 | 0.00% | 11q | HELD |
| OPPENHEIMER & CO INC | $732.7K | 32,207 | 0.01% | 13q | -22.2%-$209.2K |
| EVOLVE PRIVATE WEALTH, LLC | $721.3K | 31,643 | 0.04% | 3q | -7.3%-$57.0K |
| Bluespring Wealth Management, LLC | $700.9K | 30,808 | 0.01% | new | NEW |
| PRIVATE TRUST CO NA | $697.7K | 30,667 | 0.06% | 12q | HELD |
| Jefferies Financial Group Inc. | $695.2K | 30,560 | 0.00% | 15q | HELD |
| Summit Trail Advisors, LLC | $661.3K | 29,067 | 0.01% | 2q | +46.9%+$211.0K |
| Cerity Partners LLC | $643.2K | 28,273 | 0.00% | 15q | +28.2%+$141.6K |
| Kestra Advisory Services, LLC | $612.7K | 26,931 | 0.00% | 13q | +2.5%+$14.9K |
| Andrew Hill Investment Advisors, Inc. | $584.8K | 25,704 | 0.43% | 15q | -0.6%-$3.4K |
| &PARTNERS | $576.2K | 25,302 | 0.00% | 7q | +1.8%+$10.5K |
| 49 WEALTH MANAGEMENT, LLC | $560.6K | 24,640 | 0.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $555.9K | 24,434 | 0.00% | 5q | +78.2%+$244.0K |
| ENCOMPASS WEALTH ADVISORS, LLC | $555.1K | 24,400 | 0.17% | 23q | HELD |
| Closed-End Fund Advisors, Inc. | $538.0K | 23,647 | 0.53% | 3q | -1.0%-$5.2K |
| READYSTATE ASSET MANAGEMENT LP | $537.7K | 23,633 | 0.02% | new | NEW |
| Wilmington Savings Fund Society, FSB | $534.0K | 23,472 | 0.01% | 8q | HELD |
| Aviance Capital Partners, LLC | $530.4K | 23,313 | 0.06% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $528.8K | 23,246 | 0.00% | 31q | -53.7%-$612.4K |
| Avise Financial Cooperative, Inc. | $527.0K | 23,163 | 0.37% | 3q | +17.9%+$79.9K |
| HighTower Advisors, LLC | $507.3K | 22,300 | 0.00% | 2q | -27.6%-$192.9K |
| JANE STREET GROUP, LLC | $501.8K | 22,056 | 0.00% | 4q | -23.7%-$156.1K |
| Magnus Financial Group LLC | $488.3K | 21,464 | 0.03% | 16q | HELD |
| NewEdge Advisors, LLC | $479.9K | 21,097 | 0.00% | 15q | -5.6%-$28.5K |
| Successful Portfolios LLC | $457.7K | 20,032 | 0.21% | 31q | HELD |
| M&T Bank Corp | $456.6K | 20,047 | 0.00% | 6q | +4.1%+$17.9K |
| Advisory Services Network, LLC | $445.9K | 19,599 | 0.01% | 31q | -4.8%-$22.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $427.3K | 18,784 | 0.00% | 31q | +31.3%+$101.8K |
| Icon Wealth Advisors, LLC | $382.8K | 16,825 | 0.02% | 13q | HELD |
| Concurrent Investment Advisors, LLC | $370.8K | 16,300 | 0.00% | 4q | HELD |
| Avior Wealth Management, LLC | $360.4K | 15,842 | 0.01% | 16q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $353.3K | 15,529 | 0.01% | 7q | +14.7%+$45.3K |
| AQR CAPITAL MANAGEMENT LLC | $353.2K | 15,527 | 0.00% | 4q | -9.3%-$36.1K |
| Ritter Daniher Financial Advisory LLC / DE | $350.4K | 15,404 | 0.05% | 11q | +0.6%+$2.1K |
| Cetera Investment Advisers | $344.8K | 15,156 | 0.00% | 10q | +37.7%+$94.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $331.0K | 14,550 | 0.04% | 8q | HELD |
| Covenant Asset Management, LLC | $320.5K | 14,090 | 0.05% | 31q | -23.8%-$100.1K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $318.5K | 14,002 | 0.22% | 7q | -23.6%-$98.3K |
| Edge Wealth Management LLC | $295.8K | 13,000 | 0.05% | 11q | HELD |
| ALONGSIDE, LLC | $280.3K | 12,320 | 0.05% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $279.9K | 12,303 | 0.00% | new | NEW |
| Everest Financial Group LLC | $279.3K | 12,275 | 0.04% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $274.2K | 12,051 | 0.00% | 7q | +4.5%+$11.9K |
| Quantinno Capital Management LP | $273.0K | 12,000 | 0.00% | 5q | HELD |
| Ackerman Capital Advisors, LLC | $266.0K | 11,691 | 0.05% | new | NEW |
| Tyche Wealth Partners LLC | $265.0K | 11,650 | 0.04% | 11q | HELD |
Showing the largest 100 of 142 reported holders.
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 | 135 | $548.5M | 24,108,677 | 11 | 39 | 38 | 0.0% |
| Q1 2026 | 138 | $538.2M | 23,707,609 | 13 | 28 | 43 | 0.0% |
| Q4 2025 | 134 | $545.2M | 23,891,673 | 8 | 35 | 37 | 0.0% |
| Q3 2025 | 129 | $575.4M | 25,620,782 | 15 | 31 | 41 | 0.0% |
| Q2 2025 | 121 | $527.4M | 24,088,088 | 11 | 34 | 31 | 0.0% |
| Q1 2025 | 122 | $502.5M | 23,665,710 | 6 | 35 | 35 | 0.0% |
| Q4 2024 | 129 | $470.1M | 22,829,526 | 16 | 38 | 35 | 0.0% |
| Q3 2024 | 118 | $444.2M | 20,553,207 | 11 | 30 | 37 | 0.0% |
| Q2 2024 | 119 | $410.1M | 19,744,273 | 12 | 36 | 37 | 0.0% |
| Q1 2024 | 111 | $444.6M | 21,128,249 | 9 | 24 | 40 | 0.0% |
| Q4 2023 | 115 | $422.9M | 20,330,947 | 14 | 30 | 38 | 0.0% |
| Q3 2023 | 104 | $338.2M | 17,456,152 | 12 | 27 | 35 | 0.0% |
| Q2 2023 | 106 | $337.3M | 16,230,082 | 13 | 19 | 36 | 0.0% |
| Q1 2023 | 101 | $327.9M | 15,096,833 | 8 | 30 | 27 | 0.0% |
| Q4 2022 | 102 | $309.0M | 14,508,531 | 19 | 22 | 30 | 0.0% |
| Q3 2022 | 106 | $287.3M | 13,958,215 | 14 | 29 | 30 | 0.0% |
| Q2 2022 | 110 | $297.0M | 13,392,161 | 13 | 25 | 30 | 0.0% |
| Q1 2022 | 109 | $322.8M | 13,657,017 | 13 | 29 | 31 | 0.0% |
| Q4 2021 | 113 | $356.2M | 13,737,019 | 5 | 33 | 20 | 0.0% |
| Q3 2021 | 110 | $340.5M | 13,341,218 | 8 | 33 | 25 | 0.0% |
| Q2 2021 | 110 | $351.7M | 13,409,244 | 6 | 29 | 23 | 0.0% |
| Q1 2021 | 113 | $341.4M | 13,434,076 | 11 | 33 | 29 | 0.0% |
| Q4 2020 | 115 | $336.1M | 13,089,340 | 9 | 30 | 27 | 0.0% |
| Q3 2020 | 104 | $335.3M | 13,416,037 | 11 | 28 | 29 | 0.0% |
| Q2 2020 | 105 | $358.6M | 15,081,894 | 12 | 32 | 30 | 0.0% |
| Q1 2020 | 104 | $294.8M | 12,996,624 | 15 | 34 | 25 | 0.0% |
| Q4 2019 | 103 | $283.7M | 11,650,661 | 8 | 31 | 22 | 0.0% |
| Q3 2019 | 100 | $270.2M | 11,418,766 | 9 | 37 | 19 | 0.0% |
| Q2 2019 | 98 | $275.9M | 11,903,853 | 7 | 29 | 23 | 0.0% |
| Q1 2019 | 94 | $270.8M | 12,171,281 | 14 | 30 | 17 | 0.0% |
| Q4 2018 | 95 | $260.6M | 12,712,027 | 3 | 0 | 3 | 0.0% |