We are live on ! Find out more
BMN icon

BlackRock 2037 Municipal Target Term Trust

21 hedge funds and large institutions have $31M invested in BlackRock 2037 Municipal Target Term Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $25.6M → $31M (+$5.41M)

17% more funds holding

Funds holding: 1821 (+3)

0.68% more ownership

Funds ownership: 19.75%20.43% (+0.68%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.4M +$2M +82,113 +16%
Bank of America
2
Bank of America
North Carolina
$3.01M +$135K +5,567 +5%
RCM
3
Rivernorth Capital Management
Florida
$2.29M -$1.77M -72,876 -44%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$1.81M
E3F
5
Eight 31 Financial
Texas
$1.68M +$1.66M +68,200 New
GC
6
Guggenheim Capital
Illinois
$1.45M +$1.43M +58,778 New
UBS Group
7
UBS Group
Switzerland
$930K +$146K +5,999 +19%
Wells Fargo
8
Wells Fargo
California
$822K +$355K +14,601 +78%
VanEck Associates
9
VanEck Associates
New York
$773K -$162K -6,659 -18%
RJA
10
Raymond James & Associates
Florida
$662K +$1.55K +64 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$494K +$292K +12,000 +150%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$493K +$485K +19,964 New
P
13
&Partners
Tennessee
$447K
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$413K +$139K +5,730 +52%
LCM
15
Landscape Capital Management
New Jersey
$370K -$344K -14,165 -49%
HighTower Advisors
16
HighTower Advisors
Illinois
$247K
DWT
17
Dorsey & Whitney Trust
South Dakota
$222K +$219K +9,000 New
Truist Financial
18
Truist Financial
North Carolina
$210K +$207K +8,500 New
VEA
19
Virtus ETF Advisers
New York
$197K +$70.2K +2,889 +57%
BlackRock
20
BlackRock
New York
$98.8K
Osaic Holdings
21
Osaic Holdings
Arizona
$45.2K
Comerica Bank
22
Comerica Bank
Texas
-$145K -6,000 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$796 -33 Closed

BMN Hedge Fund Activity: Q2 2024 in Review

21 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2037 Municipal Target Term Trust (BMN) for Q2 2024, worth a combined $31M — up 21% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BMN positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.77M.

  • 21 institutional investors held BlackRock 2037 Municipal Target Term Trust (BMN) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $31M of BlackRock 2037 Municipal Target Term Trust stock for Q2 2024, up 21% quarter-over-quarter.
  • 5 funds opened new BlackRock 2037 Municipal Target Term Trust positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest BlackRock 2037 Municipal Target Term Trust buyer in Q2 2024 was Morgan Stanley, an estimated $2M added.
  • The largest BlackRock 2037 Municipal Target Term Trust seller in Q2 2024 was Rivernorth Capital Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2024.