BlackRock 2037 Municipal Target Term Trust - BMN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 817,422 | 21,400 | 0.0% | 0.0% | 1 | -486 | -0.06% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 115,515 | 3,024 | 0.0% | 0.0% | 2 | +11,420 | 10.97% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 81,305 | 2,128 | 0.02% | 0.01% | 3 | -764 | -0.93% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 72,583 | 1,900 | 0.0% | 0.0% | 4 | +39,679 | 120.59% | Q4 2025 | Feb 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 70,425 | 1,843 | 0.06% | — | 5 | +70,425 | New | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 66,797 | 1,748 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 61,653 | 1,614 | 0.0% | 0.0% | 7 | -17,041 | -21.65% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 34,447 | 902 | 0.0% | 0.0% | 8 | +6,782 | 24.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,912 | 835 | 0.0% | — | 9 | +31,912 | New | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 24,000 | 628 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,910 | 625 | 0.0% | 0.0% | 11 | -51 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,416 | 534 | 0.0% | 0.0% | 12 | +113 | 0.56% | Q4 2025 | Feb 12, 2026 |
| Narwhal Capital Management | History | Added to | 19,392 | 507 | 0.04% | 0.04% | 13 | +405 | 2.13% | Q4 2025 | Jan 30, 2026 |
| Invesco Ltd. | History | Added to | 18,264 | 478 | 0.0% | 0.0% | 14 | +802 | 4.59% | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,546 | 354 | 0.0% | 0.0% | 15 | +2,009 | 17.41% | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 12,000 | 314 | 0.02% | 0.01% | 16 | +3,000 | 33.33% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | No change | 11,087 | 290 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | No change | 9,891 | 258 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DUTCH ASSET Corp | History | New | 8,862 | 232 | 0.18% | — | 19 | +8,862 | New | Q4 2025 | Mar 11, 2026 |
| BlackRock, Inc. | History | No change | 4,000 | 104 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,500 | 91 | 0.0% | 0.0% | 21 | -1,500 | -30.0% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,334 | -100.0% | Q3 2025 | Nov 04, 2025 |