DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK 2037 MUNICIPAL TAR (BMN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
21
Reporting holders
$40.9M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $22.3M | 866,222 | 0.00% | 15q | +3.3%+$711.5K |
| Hennion & Walsh Asset Management, Inc. | $3.4M | 132,064 | 0.10% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $3.0M | 115,251 | 0.00% | 14q | -6.0%-$187.4K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 75,438 | 0.00% | 7q | +2.4%+$45.6K |
| UBS Group AG | $1.9M | 72,958 | 0.00% | 15q | +3.8%+$69.2K |
| WELLS FARGO & COMPANY/MN | $1.7M | 67,896 | 0.00% | 15q | +4.6%+$77.1K |
| GUGGENHEIM CAPITAL LLC | $1.4M | 55,223 | 0.01% | 9q | -56.1%-$1.8M |
| VAN ECK ASSOCIATES CORP | $931.3K | 36,239 | 0.00% | 10q | +6.3%+$55.4K |
| ROYAL BANK OF CANADA | $820.0K | 31,912 | 0.00% | 15q | HELD |
| TRUIST FINANCIAL CORP | $689.4K | 26,826 | 0.00% | 9q | +12.5%+$76.6K |
| Jacobi Capital Management LLC | $616.8K | 24,000 | 0.03% | 6q | HELD |
| Invesco Ltd. | $457.8K | 17,813 | 0.00% | 4q | -2.2%-$10.2K |
| DUTCH ASSET Corp | $328.5K | 12,781 | 0.16% | 3q | +10.6%+$31.6K |
| Dorsey & Whitney Trust CO LLC | $308.4K | 12,000 | 0.02% | 9q | HELD |
| &PARTNERS | $284.9K | 11,087 | 0.00% | 11q | HELD |
| CITADEL ADVISORS LLC | $217.6K | 8,465 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $178.4K | 6,941 | 0.08% | 6q | -20.1%-$45.0K |
| FARMERS & MERCHANTS INVESTMENTS INC | $156.5K | 6,091 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $102.8K | 4,000 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $92.8K | 3,609 | 0.00% | 11q | +3.1%+$2.8K |
| Clear Street Group Inc. | $72.3K | 2,815 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $4.0M | 182,905 | 1 | 0 | 2 | 0.0% |
| Q2 2026 | 21 | $40.9M | 1,589,631 | 2 | 8 | 4 | 0.0% |
| Q1 2026 | 21 | $42.9M | 1,651,957 | 1 | 7 | 4 | 0.0% |
| Q4 2025 | 21 | $39.8M | 1,520,927 | 1 | 9 | 3 | 0.0% |
| Q3 2025 | 20 | $34.7M | 1,385,394 | 3 | 5 | 6 | 0.0% |
| Q2 2025 | 18 | $34.9M | 1,416,492 | 0 | 6 | 5 | 0.0% |
| Q1 2025 | 20 | $35.2M | 1,388,714 | 2 | 3 | 6 | 0.0% |
| Q4 2024 | 18 | $33.9M | 1,326,479 | 1 | 5 | 5 | 0.0% |
| Q3 2024 | 19 | $31.2M | 1,222,252 | 3 | 9 | 3 | 0.0% |
| Q2 2024 | 21 | $31.0M | 1,256,297 | 5 | 6 | 4 | 0.0% |
| Q1 2024 | 18 | $49.7M | 2,061,217 | 3 | 6 | 4 | 0.0% |
| Q4 2023 | 17 | $29.0M | 1,221,352 | 7 | 4 | 4 | 0.0% |
| Q3 2023 | 11 | $10.0M | 437,881 | 4 | 5 | 1 | 0.0% |
| Q2 2023 | 7 | $9.0M | 362,416 | 1 | 4 | 1 | 0.0% |
| Q1 2023 | 6 | $8.7M | 345,614 | 1 | 3 | 1 | 0.0% |
| Q4 2022 | 6 | $4.1M | 169,716 | 6 | 0 | 0 | 0.0% |