23 institutions reported holding $40.9M of BLACKROCK 2037 MUNICIPAL TAR (BMN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($22.3M), Hennion & Walsh Asset Management, Inc. ($3.4M), BANK OF AMERICA CORP /DE/ ($3.0M), RAYMOND JAMES FINANCIAL INC ($1.9M), UBS Group AG ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $22.3M | 866,222 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $3.4M | 132,064 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $3.0M | 115,251 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.9M | 75,438 | Added |
| 5 | UBS Group AG | $1.9M | 72,958 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $1.7M | 67,896 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $1.4M | 55,223 | Trimmed |
| 8 | VAN ECK ASSOCIATES CORP | $931,342 | 36,239 | Added |
| 9 | Royal Bank of Canada | $820,000 | 31,912 | Hold |
| 10 | TRUIST FINANCIAL CORP | $689,428 | 26,826 | Added |
| 11 | Jacobi Capital Management LLC | $616,800 | 24,000 | Hold |
| 12 | Invesco Ltd. | $457,794 | 17,813 | Trimmed |
| 13 | DUTCH ASSET Corp | $328,493 | 12,781 | Added |
| 14 | Dorsey & Whitney Trust CO LLC | $308,400 | 12,000 | Hold |
| 15 | &PARTNERS | $284,929 | 11,087 | Hold |
| 16 | CITADEL ADVISORS LLC | $217,551 | 8,465 | New |
| 17 | Noble Wealth Management PBC | $178,384 | 6,941 | Trimmed |
| 18 | FARMERS & MERCHANTS INVESTMENTS INC | $156,539 | 6,091 | Hold |
| 19 | BlackRock, Inc. | $102,800 | 4,000 | Hold |
| 20 | OSAIC HOLDINGS, INC. | $92,751 | 3,609 | Added |
| 21 | Clear Street Group Inc. | $72,346 | 2,815 | New |
| 22 | Narwhal Capital Management | $0 | 0 | Exited |
| 23 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30