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BMN — BLACKROCK 2037 MUNICIPAL TAR

Reported value held$29.62M
Funds holding (latest)8
SectorFinancials
Funds holding (Q2 2026)7
Institutional value$29.62M · 1.15M sh
New / Add / Cut / Exit1 / 3 / 2 / 0
Top-5 / Top-10 concentration98.9% / 100.0%
Institutional holdings change Accumulating +3.1% (+34.15K sh)
Institutional value change Up +2.1%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 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 — — — — — — — — —

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