BMN — BLACKROCK 2037 MUNICIPAL TAR
As of Q2 2026, 7 SEC-registered investment managers reported holding BMN (BLACKROCK 2037 MUNICIPAL TAR) in their latest 13F filings, with a combined reported value of $29.62M across 1.15M shares. That is +3.1% by share count (+34.15K shares) versus the previous quarter, while reported value moved +2.1%. Ownership is concentrated: the five largest holders account for 98.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BMN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 866.22K | $22.26M | 0.00% | Add |
| Bank of America Corp history | 115.25K | $2.96M | 0.00% | Reduce |
| UBS Group AG history | 72.96K | $1.88M | 0.00% | Add |
| Wells Fargo & Co history | 67.90K | $1.74M | 0.00% | Add |
| Invesco Ltd history | 17.81K | $457.79K | 0.00% | Reduce |
| Citadel Advisors history | 8.46K | $217.55K | 0.00% | New |
| BlackRock Inc history | 4.00K | $102.80K | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 838.54K | $21.75M | 0.00% | Add |
| Bank of America Corp history | 122.54K | $3.18M | 0.00% | Add |
| UBS Group AG history | 70.27K | $1.82M | 0.00% | Add |
| Wells Fargo & Co history | 64.90K | $1.68M | 0.00% | Reduce |
| Invesco Ltd history | 18.21K | $472.39K | 0.00% | Hold |
| BlackRock Inc history | 4.00K | $103.76K | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 817.42K | $21.40M | 0.00% | Hold |
| Bank of America Corp history | 115.52K | $3.02M | 0.00% | Add |
| Wells Fargo & Co history | 66.80K | $1.75M | 0.00% | Hold |
| UBS Group AG history | 61.65K | $1.61M | 0.00% | Reduce |
| Invesco Ltd history | 18.26K | $478.15K | 0.00% | Add |
| BlackRock Inc history | 4.00K | $104.72K | 0.00% | Hold |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 817.91K | $20.51M | 0.00% | Add |
| Bank of America Corp history | 104.09K | $2.61M | 0.00% | Add |
| UBS Group AG history | 78.69K | $1.97M | 0.00% | Add |
| Wells Fargo & Co history | 66.80K | $1.68M | 0.00% | Reduce |
| Invesco Ltd history | 17.46K | $437.95K | 0.00% | New |
| BlackRock Inc history | 4.00K | $100.32K | 0.00% | Hold |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 802.06K | $19.75M | 0.00% | Hold |
| Bank of America Corp history | 98.81K | $2.43M | 0.00% | Reduce |
| UBS Group AG history | 70.48K | $1.74M | 0.00% | Add |
| Wells Fargo & Co history | 69.13K | $1.70M | 0.00% | Add |
| BlackRock Inc history | 4.00K | $98.48K | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 799.46K | $20.27M | 0.00% | Add |
| Bank of America Corp history | 103.91K | $2.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 67.02K | $1.70M | 0.00% | Add |
| UBS Group AG history | 34.00K | $861.85K | 0.00% | Hold |
| BlackRock Inc history | 4.00K | $101.40K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4 | $101 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 8.46K sh · $217.55K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 866.22K | 838.54K | 817.42K | 817.91K | 802.06K | 799.46K | 727.49K | 628.72K | 581.41K | 499.30K | 362.98K | 278.87K | 249.98K | 253.75K | 112.45K |
| Bank of America Corp | 115.25K | 122.54K | 115.52K | 104.09K | 98.81K | 103.91K | 132.69K | 131.71K | 121.75K | 116.19K | 110.50K | 25.86K | 14.57K | 14.17K | — |
| UBS Group AG | 72.96K | 70.27K | 61.65K | 78.69K | 70.48K | 34.00K | 33.98K | 31.46K | 37.64K | 31.64K | 37.34K | 52.63K | 58.81K | 55.89K | 36.00K |
| Wells Fargo & Co | 67.90K | 64.90K | 66.80K | 66.80K | 69.13K | 67.02K | 20.90K | 33.69K | 33.29K | 18.69K | 15.29K | 18.30K | 16.65K | 11.80K | 8.77K |
| Invesco Ltd | 17.81K | 18.21K | 18.26K | 17.46K | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 8.46K | — | — | — | — | — | — | 21.04K | — | — | 19.09K | — | — | — | — |
| BlackRock Inc | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | 4 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details