BlackRock 2037 Municipal Target Term Trust - BMN
Detailed investor-level table based on 13F positions.
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 | No change | 866,222 | 22,261 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 115,251 | 2,961 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 131,313 | 2,888 | 0.08% | 0.1% | 3 | -751 | -0.57% | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 75,438 | 1,938 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 72,958 | 1,875 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 67,896 | 1,744 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 55,223 | 1,419 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 36,239 | 931 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,912 | 820 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 26,067 | 573 | 0.01% | — | 10 | +26,067 | New | Q3 2026 | Oct 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 22,000 | 484 | 0.02% | 0.03% | 11 | -2,000 | -8.33% | Q3 2026 | Nov 05, 2026 |
| Invesco Ltd. | History | No change | 17,813 | 457 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Narwhal Capital Management | History | New | 15,265 | 335 | 0.02% | — | 13 | +15,265 | New | Q3 2026 | Nov 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 12,000 | 308 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 11,087 | 284 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUTCH ASSET Corp | History | Reduced | 12,493 | 274 | 0.13% | 0.16% | 16 | -288 | -2.25% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,900 | 261 | 0.0% | 0.0% | 17 | -14,926 | -55.64% | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,465 | 217 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Noble Wealth Management PBC | History | No change | 6,941 | 152 | 0.07% | 0.08% | 19 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,091 | 134 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BlackRock, Inc. | History | No change | 4,000 | 102 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,609 | 92 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 2,815 | 72 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |