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BLACKROCK MUN 2020 TERM TR
BLACKROCK MUN 2020 TERM TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 30 Institutional holders with a total value of $30,864,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 592,320 9,305,000 30.15%
2 MORGAN STANLEY 346,533 5,444,000 17.64%
3 Lehman Financial Resources, Inc. 274,100 4,306,000 13.95%
4 UBS Group AG 253,018 3,975,000 12.88%
5 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 103,100 1,620,000 5.25%
6 Commonwealth Equity Services, Inc 81,848 1,286,000 4.17%
7 WELLS FARGO & COMPANY/MN 66,098 1,038,000 3.36%
8 LPL Financial LLC 52,764 824,000 2.67%
9 STIFEL FINANCIAL CORP 26,786 421,000 1.36%
10 CAMBRIDGE TRUST CO 21,975 345,000 1.12%
11 RAYMOND JAMES & ASSOCIATES 21,902 344,000 1.11%
12 SMITH, MOORE & CO. 19,783 311,000 1.01%
13 VAN ECK ASSOCIATES CORP 19,300 303,000 0.98%
14 Concert Wealth Management Inc. 18,720 294,000 0.95%
15 Evercore Wealth Management, LLC 13,779 216,000 0.70%
16 Chicago Partners Investment Group LLC 12,743 200,000 0.65%
17 CIBC BANK USA 11,810 186,000 0.60%
18 First Horizon Advisors, Inc. 9,246 145,000 0.47%
19 ROYAL BANK OF CANADA 3,364 53,000 0.17%
20 NEXT Financial Group, Inc 3,367 52,000 0.17%
21 Avior Wealth Management, LLC 3,059 48,000 0.16%
22 MSI Financial Services Inc 3,075 48,000 0.16%
23 FIFTH THIRD BANCORP 2,468 39,000 0.13%
24 Creative Planning 1,500 24,000 0.08%
25 DEUTSCHE BANK AG\ 1,166 18,000 0.06%
26 CENTRAL TRUST Co 477 7,000 0.02%
27 Windsor Capital Management, LLC 400 6,000 0.02%
28 PNC FINANCIAL SERVICES GROUP, INC. 399 6,000 0.02%
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12 0 0.00%
30 CITIGROUP INC 19 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.