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BlackRock 2037 Municipal Target Term Trust

17 hedge funds and large institutions have $29M invested in BlackRock 2037 Municipal Target Term Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

192% more capital invested

Capital invested by funds: $9.96M → $29M (+$19.1M)

55% more funds holding

Funds holding: 1117 (+6)

14.56% more ownership

Funds ownership: 8.14%22.7% (+15%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.3M +$10.4M +447,097 +160%
RCM
2
Rivernorth Capital Management
Florida
$3.81M +$3.71M +160,154 New
Bank of America
3
Bank of America
North Carolina
$2.63M +$1.96M +84,641 +327%
LCM
4
Landscape Capital Management
New Jersey
$991K +$966K +41,653 New
UBS Group
5
UBS Group
Switzerland
$888K -$355K -15,296 -29%
RJA
6
Raymond James & Associates
Florida
$635K +$619K +26,710 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$514K +$116K +5,000 +30%
Citadel Advisors
8
Citadel Advisors
Florida
$454K +$443K +19,091 New
P
9
&Partners
Tennessee
$432K +$419K +18,087 New
Wells Fargo
10
Wells Fargo
California
$364K -$69.8K -3,011 -16%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$258K +$2.3K +99 +0.9%
HighTower Advisors
12
HighTower Advisors
Illinois
$238K -$11.6K -500 -5%
Nomura Holdings
13
Nomura Holdings
Japan
$214K +$209K +9,000 New
Comerica Bank
14
Comerica Bank
Texas
$143K
BlackRock
15
BlackRock
New York
$95.1K
VEA
16
Virtus ETF Advisers
New York
$77.8K -$28K -1,209 -27%
Osaic Holdings
17
Osaic Holdings
Arizona
$44K +$42.9K +1,851 New
VF
18
Virtu Financial
New York
-$225K -9,896 Closed

BMN Hedge Fund Activity: Q4 2023 in Review

17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2037 Municipal Target Term Trust (BMN) for Q4 2023, worth a combined $29M — up 192% from $9.96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMN positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was UBS Group, cutting an estimated $355K.

  • 17 institutional investors held BlackRock 2037 Municipal Target Term Trust (BMN) as of Q4 2023, up from 11 in Q3 2023.
  • Funds reported $29M of BlackRock 2037 Municipal Target Term Trust stock for Q4 2023, up 192% quarter-over-quarter.
  • 7 funds opened new BlackRock 2037 Municipal Target Term Trust positions in Q4 2023 and 1 closed out, a net change of +6 holders.
  • The largest BlackRock 2037 Municipal Target Term Trust buyer in Q4 2023 was Morgan Stanley, an estimated $10.4M added.
  • The largest BlackRock 2037 Municipal Target Term Trust seller in Q4 2023 was UBS Group, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2023.