BLACKROCK 2030 MUNI TRGT TRM (BTT) Institutional Shareholders

BLACKROCK 2030 MUNI TRGT TRM (BTT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $539.99M in BTT holdings during the latest filing period.

Karpus Management, Inc. is currently the largest disclosed institutional shareholder of BTT tracked by InsiderSet, reporting ownership valued at approximately $106.45M in its March 31, 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 $105.04M, representing an estimated loss of -1.32% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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

143

Total Reported Value

$539.99M

Largest Holder

Karpus Management, Inc.

Largest Position

$106.45M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

157

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Karpus Management, Inc.3.32%4,689,313$106,447,411$105,040,611-$1,406,800-1.32%
Mackay Shields Llc1.50%1,967,980$44,771,545$44,082,752-$688,793-1.54%
Pathstone Holdings, Llc0.15%1,613,294$36,621,774$36,137,786-$483,988-1.32%
Allspring Global Investments Holdings, Llc0.06%1,560,360$35,420,172$34,952,064-$468,108-1.32%
Almitas Capital Llc7.62%1,486,013$33,732,495$33,286,691-$445,804-1.32%
Tortoise Investment Management, Llc2.63%1,401,152$31,806,139$31,385,805-$420,334-1.32%
Morgan Stanley0.00%1,247,371$28,315,321$27,941,110-$374,211-1.32%
Rivernorth Capital Management, Llc1.00%881,402$20,007,825$19,743,405-$264,420-1.32%
Hennion & Walsh Asset Management, Inc.0.51%783,682$17,828,766$17,554,477-$274,289-1.54%
Bank Of America Corp0.00%745,082$16,913,366$16,689,837-$223,529-1.32%
Ubs Group Ag0.00%707,969$16,070,897$15,858,506-$212,391-1.32%
City Of London Investment Management Co Ltd0.68%498,552$11,342,058$11,167,565-$174,493-1.54%
Lpl Financial Llc0.00%488,950$11,099,159$10,952,480-$146,679-1.32%
Merit Financial Group, Llc0.06%441,028$10,033,382$9,879,027-$154,355-1.54%
1607 Capital Partners, Llc0.63%385,481$8,750,419$8,634,774-$115,645-1.32%
Focus Partners Wealth0.01%240,497$5,459,289$5,387,133-$72,156-1.32%
Beverly Hills Private Wealth, Llc0.86%228,066$5,177,089$5,108,678-$68,411-1.32%
Jacobi Capital Management Llc0.23%208,040$4,732,908$4,660,096-$72,812-1.54%
Stifel Financial Corp0.00%201,895$4,583,016$4,522,448-$60,568-1.32%
Wealthbridge Capital Management, Llc0.86%191,230$4,350,491$4,283,552-$66,939-1.54%
Dakota Wealth Management0.08%166,660$3,783,182$3,733,184-$49,998-1.32%
Envestnet Asset Management Inc0.00%140,668$3,193,158$3,150,963-$42,195-1.32%
Elgethun Capital Management0.44%137,301$3,123,602$3,075,542-$48,060-1.54%
Advisors Asset Management, Inc.0.05%122,996$2,792,009$2,755,110-$36,899-1.32%
Hara Capital Llc1.37%120,285$2,736,051$2,694,384-$41,667-1.52%
Scarborough Advisors, Llc0.31%119,526$2,716,833$2,677,382-$39,451-1.45%
Maltin Wealth Management, Inc.0.89%117,605$2,675,509$2,634,352-$41,157-1.54%
Rockefeller Capital Management L.P.0.00%111,320$2,526,974$2,493,568-$33,406-1.32%
Eldridge Investment Advisors, Inc.0.54%107,608$2,442,693$2,410,419-$32,274-1.32%
Amplius Wealth Advisors, Llc0.17%100,344$2,282,819$2,247,706-$35,113-1.54%
Raymond James Financial Inc0.00%100,366$2,278,312$2,248,198-$30,114-1.32%
Waterfront Wealth Inc.0.33%92,920$2,110,814$2,081,408-$29,406-1.39%
Matisse Capital0.79%81,562$1,851,457$1,826,989-$24,468-1.32%
Royal Bank Of Canada0.00%80,281$1,822,000$1,798,294-$23,706-1.30%
Ameriprise Financial Inc0.00%79,188$1,797,562$1,773,811-$23,751-1.32%
Anchor Investment Management, Llc0.14%73,325$1,664,479$1,642,480-$21,999-1.32%
Walter & Keenan Wealth Management Llc0.46%71,425$1,621,348$1,599,920-$21,428-1.32%
Gridiron Partners, Llc0.93%67,359$1,529,049$1,508,842-$20,207-1.32%
Petra Financial Advisors Inc0.67%63,712$1,449,446$1,427,149-$22,297-1.54%
Wealth Enhancement Advisory Services, Llc0.00%61,738$1,407,007$1,382,931-$24,076-1.71%
Seed Wealth Management, Inc.0.85%59,170$1,346,118$1,325,408-$20,710-1.54%
Baird Financial Group, Inc.0.00%53,811$1,221,510$1,205,366-$16,144-1.32%
Pinnacle Associates Ltd0.02%51,945$1,179,151$1,163,568-$15,583-1.32%
Pnc Financial Services Group, Inc.0.00%51,734$1,174,362$1,158,842-$15,520-1.32%
Private Advisor Group, Llc0.01%51,440$1,170,249$1,152,256-$17,993-1.54%
Steward Partners Investment Advisory, Llc0.01%50,163$1,138,699$1,123,651-$15,048-1.32%
Thomas J. Herzfeld Advisors, Inc.0.38%49,066$1,113,798$1,099,078-$14,720-1.32%
Commonwealth Equity Services, Llc0.00%48,064$1,093,460$1,076,634-$16,826-1.54%
Ieq Capital, Llc0.00%47,381$1,075,553$1,061,334-$14,219-1.32%
Sanctuary Advisors, Llc0.01%45,833$1,040,410$1,026,659-$13,751-1.32%

Frequently asked questions about BTT

  • Who owns the most BTT stock?

    The largest holders of BTT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK 2030 MUNI TRGT TRM (BTT).

  • Is BTT widely held by superinvestors?

    Many widely followed stocks like BTT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BTT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.