| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 13% | +10% | $19,106,998 | +$1,719,868 | 799,456 | +9.9% | Morgan Stanley | 31 Mar 2025 |
As of 31 Dec 2025, 20 institutional investors reported holding 1,512,065 shares of BlackRock 2037 Municipal Target Term Trust - Common Shares of Beneficial Interest (BMN). This represents 25% of the company’s total 6,149,662 outstanding shares.
The largest institutional shareholders of BlackRock 2037 Municipal Target Term Trust - Common Shares of Beneficial Interest (BMN) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13% | 817,422 | -0.06% | 0% | $21,400,111 |
| BANK OF AMERICA CORP /DE/ | 1.9% | 115,515 | +11% | 0% | $3,024,174 |
| GUGGENHEIM CAPITAL LLC | 1.3% | 81,305 | -0.93% | 0.02% | $2,128,565 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 72,583 | +121% | 0% | $1,900,216 |
| Hennion & Walsh Asset Management, Inc. | 1.1% | 70,425 | 0.06% | $1,843,726 | |
| WELLS FARGO & COMPANY/MN | 1.1% | 66,797 | 0% | 0% | $1,748,756 |
| UBS Group AG | 1% | 61,653 | -22% | 0% | $1,614,076 |
| VAN ECK ASSOCIATES CORP | 0.56% | 34,447 | +25% | 0% | $902,000 |
| ROYAL BANK OF CANADA | 0.52% | 31,912 | +71% | 0% | $835,000 |
| Jacobi Capital Management LLC | 0.39% | 24,000 | 0% | 0.04% | $628,320 |
| TRUIST FINANCIAL CORP | 0.39% | 23,910 | -0.21% | 0% | $625,964 |
| Steward Partners Investment Advisory, LLC | 0.33% | 20,416 | +0.56% | 0% | $534,480 |
| Narwhal Capital Management | 0.32% | 19,392 | +2.1% | 0.04% | $507,683 |
| Invesco Ltd. | 0.3% | 18,264 | +4.6% | 0% | $478,152 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.22% | 13,546 | +17% | 0% | $354,628 |
| Dorsey & Whitney Trust CO LLC | 0.2% | 12,000 | +33% | 0.02% | $314,160 |
| &PARTNERS | 0.18% | 11,087 | 0% | 0% | $290,250 |
| Noble Wealth Management PBC | 0.16% | 9,891 | 0% | 0.13% | $258,946 |
| BlackRock, Inc. | 0.07% | 4,000 | 0% | 0% | $104,720 |
| OSAIC HOLDINGS, INC. | 0.06% | 3,500 | -30% | 0% | $91,630 |
| Westside Investment Management, Inc. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,512,065 | $39,585,557 | +$3,317,553 | $26.18 | 20 |
| 2025 Q3 | 1,385,394 | $34,741,098 | -$835,706 | $25.08 | 20 |
| 2025 Q2 | 1,402,492 | $34,530,524 | +$784,418 | $24.62 | 18 |
| 2025 Q1 | 1,388,714 | $35,201,429 | +$1,577,580 | $25.35 | 20 |
| 2024 Q4 | 1,326,479 | $33,943,212 | +$1,002,102 | $25.59 | 18 |
| 2024 Q3 | 1,222,252 | $31,234,969 | -$697,860 | $25.57 | 19 |
| 2024 Q2 | 1,256,297 | $31,030,858 | +$4,787,050 | $24.70 | 21 |
| 2024 Q1 | 1,062,625 | $25,619,272 | +$4,935,693 | $24.11 | 18 |
| 2023 Q4 | 858,370 | $20,414,573 | +$10,011,600 | $23.78 | 17 |
| 2023 Q3 | 437,881 | $9,962,137 | +$1,716,871 | $22.75 | 11 |
| 2023 Q2 | 362,416 | $9,001,349 | +$416,775 | $24.84 | 7 |
| 2023 Q1 | 345,614 | $8,699,077 | +$4,427,938 | $25.17 | 6 |
| 2022 Q4 | 169,716 | $4,148,119 | +$4,148,119 | $24.44 | 6 |