BTT Institutional Ownership & Shareholders
BLACKROCK 2030 MUNI TRGT TRM (BTT) is currently held by 139 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $559.62M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Karpus Management, Inc. is currently the largest disclosed institutional shareholder of BTT tracked by InsiderSet, reporting ownership valued at approximately $105.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $103.55M, representing an estimated loss of -1.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed BTT value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., Mackay Shields Llc, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in BLACKROCK 2030 MUNI TRGT TRM (BTT).
This page ranks the largest institutional BTT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
139
Total Reported Value
$559.62M
Largest Holder
Karpus Management, Inc.
Largest Position
$105.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 3.04% | 4,641,247 | $105,588,375 | $103,546,221 | -$2,042,154 | -1.93% | |
| Mackay Shields Llc | 1.56% | 1,967,980 | $42,980,683 | $43,905,634 | +$924,951 | +2.15% | |
| Pathstone Holdings, Llc | 0.15% | 1,613,294 | $36,621,774 | $35,992,589 | -$629,185 | -1.72% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 1,563,860 | $35,577,815 | $34,889,717 | -$688,098 | -1.93% | |
| Almitas Capital Llc | 8.10% | 1,485,213 | $33,788,596 | $33,135,102 | -$653,494 | -1.93% | |
| Tortoise Investment Management, Llc | 2.41% | 1,420,474 | $32,315,784 | $31,690,775 | -$625,009 | -1.93% | |
| Sentinel Trust Co Lba | 2.57% | 1,274,609 | $28,997,000 | $28,436,527 | -$560,473 | -1.93% | |
| Morgan Stanley | 0.00% | 1,268,475 | $28,857,814 | $28,299,677 | -$558,137 | -1.93% | |
| Hennion & Walsh Asset Management, Inc. | 0.53% | 833,167 | $18,196,367 | $18,587,956 | +$391,589 | +2.15% | |
| Bank Of America Corp | 0.00% | 719,925 | $16,378,299 | $16,061,527 | -$316,772 | -1.93% | |
| Ubs Group Ag | 0.00% | 654,447 | $14,888,669 | $14,600,713 | -$287,956 | -1.93% | |
| Lpl Financial Llc | 0.00% | 516,302 | $11,745,871 | $11,518,698 | -$227,173 | -1.93% | |
| Van Eck Associates Corp | 0.01% | 507,854 | $11,553,679 | $11,330,223 | -$223,456 | -1.93% | |
| Rivernorth Capital Management, Llc | 0.53% | 493,001 | $11,215,773 | $10,998,852 | -$216,921 | -1.93% | |
| City Of London Investment Management Co Ltd | 0.71% | 476,815 | $10,413,640 | $10,637,743 | +$224,103 | +2.15% | |
| Merit Financial Group, Llc | 0.06% | 441,028 | $10,033,382 | $9,839,335 | -$194,047 | -1.93% | |
| 1607 Capital Partners, Llc | 0.57% | 287,241 | $6,534,733 | $6,408,347 | -$126,386 | -1.93% | |
| Beverly Hills Private Wealth, Llc | 1.11% | 253,307 | $5,762,727 | $5,651,279 | -$111,448 | -1.93% | |
| Focus Partners Wealth | 0.00% | 214,188 | $4,872,800 | $4,778,534 | -$94,266 | -1.93% | |
| Jacobi Capital Management Llc | 0.23% | 208,040 | $4,732,908 | $4,641,372 | -$91,536 | -1.93% | |
| Stifel Financial Corp | 0.00% | 203,231 | $4,623,513 | $4,534,084 | -$89,429 | -1.93% | |
| Wealthbridge Capital Management, Llc | 0.76% | 179,501 | $3,920,300 | $4,004,667 | +$84,367 | +2.15% | |
| Envestnet Asset Management Inc | 0.00% | 144,042 | $3,276,950 | $3,213,577 | -$63,373 | -1.93% | |
| Elgethun Capital Management | 0.44% | 137,301 | $3,123,602 | $3,063,185 | -$60,417 | -1.93% | |
| Dakota Wealth Management | 0.06% | 130,200 | $2,924,292 | $2,904,762 | -$19,530 | -0.67% | |
| Cohen & Steers, Inc. | 0.00% | 119,000 | $2,707,000 | $2,654,890 | -$52,110 | -1.93% | |
| Maltin Wealth Management, Inc. | 0.83% | 115,681 | $2,526,474 | $2,580,843 | +$54,369 | +2.15% | |
| Eldridge Investment Advisors, Inc. | 0.48% | 107,454 | $2,444,578 | $2,397,299 | -$47,279 | -1.93% | |
| Hara Capital Llc | 1.16% | 110,087 | $2,409,422 | $2,456,041 | +$46,619 | +1.93% | |
| Raymond James Financial Inc | 0.00% | 93,598 | $2,129,344 | $2,088,171 | -$41,173 | -1.93% | |
| Waterfront Wealth Inc. | 0.33% | 92,920 | $2,110,814 | $2,073,045 | -$37,769 | -1.79% | |
| Amplius Wealth Advisors, Llc | 0.14% | 91,765 | $2,004,139 | $2,047,277 | +$43,138 | +2.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 81,261 | $1,848,696 | $1,812,933 | -$35,763 | -1.93% | |
| Royal Bank Of Canada | 0.00% | 80,729 | $1,837,000 | $1,801,064 | -$35,936 | -1.96% | |
| Ameriprise Financial Inc | 0.00% | 78,557 | $1,787,685 | $1,752,607 | -$35,078 | -1.96% | |
| Anchor Investment Management, Llc | 0.12% | 72,345 | $1,645,845 | $1,614,017 | -$31,828 | -1.93% | |
| Walter & Keenan Wealth Management Llc | 0.40% | 71,425 | $1,624,919 | $1,593,492 | -$31,427 | -1.93% | |
| Fiera Capital Corp | 0.01% | 66,988 | $1,523,977 | $1,494,502 | -$29,475 | -1.93% | |
| Petra Financial Advisors Inc | 0.67% | 63,712 | $1,449,446 | $1,421,415 | -$28,031 | -1.93% | |
| Invesco Ltd. | 0.00% | 61,808 | $1,406,132 | $1,378,936 | -$27,196 | -1.93% | |
| Baird Financial Group, Inc. | 0.00% | 60,653 | $1,379,856 | $1,353,168 | -$26,688 | -1.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 62,724 | $1,359,220 | $1,399,372 | +$40,152 | +2.95% | |
| Seed Wealth Management, Inc. | 0.81% | 59,170 | $1,292,273 | $1,320,083 | +$27,810 | +2.15% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.40% | 56,610 | $1,287,878 | $1,262,969 | -$24,909 | -1.93% | |
| Pnc Financial Services Group, Inc. | 0.00% | 51,734 | $1,176,949 | $1,154,186 | -$22,763 | -1.93% | |
| Private Advisor Group, Llc | 0.01% | 51,440 | $1,170,249 | $1,147,626 | -$22,623 | -1.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 51,640 | $1,127,830 | $1,152,088 | +$24,258 | +2.15% | |
| Sanctuary Advisors, Llc | 0.01% | 47,768 | $1,086,723 | $1,065,704 | -$21,019 | -1.93% | |
| Ieq Capital, Llc | 0.00% | 47,381 | $1,077,922 | $1,057,070 | -$20,852 | -1.93% | |
| Oder Investment Management, Llc | 0.72% | 47,179 | $1,073,315 | $1,052,563 | -$20,752 | -1.93% |
Frequently asked questions about BTT
Who are the largest institutional holders of BTT?
The largest institutional holders of BTT reported in the latest SEC Form 13F filings include Karpus Management, Inc., Mackay Shields Llc, Pathstone Holdings, Llc, Allspring Global Investments Holdings, Llc, and Almitas Capital Llc. InsiderSet ranks institutional holders by their latest reported BTT position.
What is BTT institutional ownership?
This page tracks BTT positions reported by institutional investment managers through SEC Form 13F. BLACKROCK 2030 MUNI TRGT TRM (BTT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BTT?
InsiderSet currently tracks 139 institutional managers reporting BTT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BTT shareholders.
How much BTT stock do institutions own?
Institutional investment managers disclosed approximately $559.62M in BTT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BTT institutional ownership last updated?
The latest BTT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BTT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BTT position after the reporting date.
Are institutions buying or selling BTT?
Institutional buying and selling can be analyzed by comparing BTT positions across consecutive 13F reporting periods. InsiderSet's BTT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BTT ownership changes.
How has BTT institutional ownership changed over time?
InsiderSet tracks BTT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.