BMN · BlackRock 2037 Municipal Target Term Trust · Holdings

$24.58 -0.03 (-0.10%) At close · Sep 14

Market Cap

$153.38M

6.15M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 21

Total Value: $40,853,437

Total Shares: 1,589,631

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 21 13F filers · Δ vs Mar 31, 2026

Top Holder

54.5%

+3.7 pts

Top 5

79.4%

+1.2 pts

Top 10

93.1%

+1.3 pts

HHI

3,183

Highly concentrated+359

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: -4.7%

Shares held: -3.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+27,686	866,222
Mega WELLS FARGO & COMPANY/MN	+3,000	67,896
Large TRUIST FINANCIAL CORP	+2,980	26,826
Mega UBS Group AG	+2,691	72,958
Mega VAN ECK ASSOCIATES CORP	+2,154	36,239

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−70,669	55,223
Mega BANK OF AMERICA CORP /DE/	−7,293	115,251
Small Noble Wealth Management PBC	−1,750	6,941
Mega Invesco Ltd.	−398	17,813

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	8,465	$217,550
Large Clear Street Group Inc.	2,815	$72,345

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large Steward Partners Investment Advisory, LLC	20,486	$531,406
Mid Narwhal Capital Management	15,265	$395,974

Filter: New 2 Increased 9 Reduced 4 Sold out 2 Unchanged 6

Showing 21 of 21

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$22,261,904

54.49%

866,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	866,222	$22,261,904	100.0%	Defined

Hennion & Walsh Asset Management, Inc.

$3,394,044

8.31%

132,064

BANK OF AMERICA CORP /DE/

$2,961,950

7.25%

115,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	115,251	$2,961,950	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$1,938,756

4.75%

75,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	21,108	$542,475	28.0%	Defined
Raymond James Financial Services Advisors, Inc.	54,330	$1,396,281	72.0%	Defined

UBS Group AG

$1,875,020

4.59%

72,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	72,623	$1,866,411	99.5%	Defined
UBS Securities LLC	335	$8,609	0.5%	Defined

WELLS FARGO & COMPANY/MN

$1,744,926

4.27%

67,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,395	$35,851	2.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	66,501	$1,709,075	97.9%	Defined

GUGGENHEIM CAPITAL LLC

$1,419,231

3.47%

55,223

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	55,223	$1,419,231	100.0%	Defined

VAN ECK ASSOCIATES CORP

$931,342

2.28%

36,239

ROYAL BANK OF CANADA

$820,138

2.01%

31,912

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	31,912	$820,138	100.0%	Defined

TRUIST FINANCIAL CORP

$689,428

1.69%

26,826

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	26,826	$689,428	100.0%	Defined

Jacobi Capital Management LLC

$616,800

1.51%

24,000

Invesco Ltd.

$457,794

1.12%

17,813

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	17,813	$457,794	100.0%	Defined

DUTCH ASSET Corp

$328,471

0.80%

12,781

Dorsey & Whitney Trust CO LLC

$308,400

0.75%

12,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CAPITAL MARKETS, LLC	12,000	$308,400	100.0%	Other

&PARTNERS

$284,935

0.70%

11,087

CITADEL ADVISORS LLC

$217,550

0.53%

8,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	8,465	$217,550	100.0%	Defined

Noble Wealth Management PBC

$178,314

0.44%

6,941

FARMERS & MERCHANTS INVESTMENTS INC

$156,538

0.38%

6,091

BlackRock, Inc.

$102,800

0.25%

4,000

OSAIC HOLDINGS, INC.

$92,751

0.23%

3,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,609	$92,751	100.0%	Defined

Clear Street Group Inc.

$72,345

0.18%

2,815

Key facts CIK 1832871 CUSIP 09262G108 13F (30d) 1 filings 1 filers Visit website Investor relations