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BlackRock 2037 Municipal Target Term Trust

19 hedge funds and large institutions have $31.2M invested in BlackRock 2037 Municipal Target Term Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

1% more capital invested

Capital invested by funds: $31M → $31.2M (+$204K)

0.55% less ownership

Funds ownership: 20.43%19.87% (-0.55%)

10% less funds holding

Funds holding: 2119 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M +$1.18M +47,306 +8%
Bank of America
2
Bank of America
North Carolina
$3.37M +$248K +9,953 +8%
GC
3
Guggenheim Capital
Illinois
$2.24M +$714K +28,633 +49%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$1.88M
VanEck Associates
5
VanEck Associates
New York
$880K +$96.2K +3,858 +12%
SPIA
6
Steward Partners Investment Advisory
New York
$872K +$850K +34,114 New
Wells Fargo
7
Wells Fargo
California
$861K +$9.95K +399 +1%
UBS Group
8
UBS Group
Switzerland
$805K -$154K -6,176 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$746K +$229K +9,196 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$613K +$99.7K +4,000 +20%
Citadel Advisors
11
Citadel Advisors
Florida
$538K +$524K +21,037 New
Truist Financial
12
Truist Financial
North Carolina
$498K +$273K +10,962 +129%
RJA
13
Raymond James & Associates
Florida
$479K -$202K -8,092 -30%
P
14
&Partners
Tennessee
$386K -$74.8K -3,000 -17%
HighTower Advisors
15
HighTower Advisors
Illinois
$363K +$104K +4,168 +42%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$259K +$253K +10,143 New
DWT
17
Dorsey & Whitney Trust
South Dakota
$230K
BlackRock
18
BlackRock
New York
$102K
Osaic Holdings
19
Osaic Holdings
Arizona
$46.8K
RCM
20
Rivernorth Capital Management
Florida
-$2.29M -92,688 Closed
E3F
21
Eight 31 Financial
Texas
-$1.68M -68,200 Closed
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
-$413K -16,701 Closed
LCM
23
Landscape Capital Management
New Jersey
-$370K -14,985 Closed
VEA
24
Virtus ETF Advisers
New York
-$197K -7,972 Closed

BMN Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2037 Municipal Target Term Trust (BMN) for Q3 2024, worth a combined $31.2M — up 0.66% from $31M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMN and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.29M sold.

  • 19 institutional investors held BlackRock 2037 Municipal Target Term Trust (BMN) as of Q3 2024, down from 21 in Q2 2024.
  • Funds reported $31.2M of BlackRock 2037 Municipal Target Term Trust stock for Q3 2024, up 0.66% quarter-over-quarter.
  • 3 funds opened new BlackRock 2037 Municipal Target Term Trust positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest BlackRock 2037 Municipal Target Term Trust buyer in Q3 2024 was Morgan Stanley, an estimated $1.18M added.
  • The largest BlackRock 2037 Municipal Target Term Trust seller in Q3 2024 was Rivernorth Capital Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2024.