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

Institutional Holders (2016Q2)
Portfolio Summary: 41 Institutional holders with a total value of $38,748,098.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 467,238 7,630,000 19.69%
2 UBS Group AG 313,261 5,116,000 13.20%
3 MORGAN STANLEY 310,968 5,078,000 13.11%
4 Lehman Financial Resources, Inc. 270,417 4,415,000 11.39%
5 WELLS FARGO & COMPANY/MN 125,184 2,044,000 5.28%
6 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 121,600 1,986,000 5.13%
7 NWAM LLC 113,057 1,846,000 4.76%
8 Commonwealth Equity Services, Inc 84,925 1,387,000 3.58%
9 Silver Lake Advisory, LLC 79,776 1,303,000 3.36%
10 LPL Financial LLC 57,949 943,000 2.43%
11 JACOBI CAPITAL MANAGEMENT LLC 42,510 692,000 1.79%
12 VAN ECK ASSOCIATES CORP 40,660 664,000 1.71%
13 Advisory Services Network, LLC 39,900 652,000 1.68%
14 STIFEL FINANCIAL CORP 39,236 641,000 1.65%
15 Chicago Partners Investment Group LLC 32,988 539,000 1.39%
16 RAYMOND JAMES & ASSOCIATES 27,584 450,000 1.16%
17 GENEVA PARTNERS, LLC 26,320 415,000 1.07%
18 SMITH, MOORE & CO. 19,783 323,000 0.83%
19 Concert Wealth Management Inc. 18,720 305,000 0.79%
20 CAMBRIDGE TRUST CO 18,475 302,000 0.78%
21 Whitegate Investment Counselors, Inc. 16,400 268,000 0.69%
22 Evercore Wealth Management, LLC 13,779 225,000 0.58%
23 CIBC BANK USA 12,075 197,000 0.51%
24 MSI Financial Services Inc 11,695 191,000 0.49%
25 ALPHA OMEGA WEALTH MANAGEMENT LLC 11,700 191,000 0.49%
26 CITIZENS FINANCIAL GROUP INC/DE 8,984 147,000 0.38%
27 BlackRock Finance, Inc. 8,021 131,000 0.34%
28 PNC FINANCIAL SERVICES GROUP, INC. 5,964 97,000 0.25%
29 ROYAL BANK OF CANADA 5,334 87,000 0.22%
30 FIFTH THIRD BANCORP 5,256 86,000 0.22%
31 WOLVERINE ASSET MANAGEMENT LLC 4,060 66,000 0.17%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,500 57,000 0.15%
33 NEXT Financial Group, Inc 3,367 54,000 0.14%
34 Avior Wealth Management, LLC 3,059 50,000 0.13%
35 US BANCORP \DE\ 3,022 49,000 0.13%
36 Creative Planning 2,971 49,000 0.13%
37 IFP ADVISORS, INC 2,500 41,000 0.11%
38 DEUTSCHE BANK AG\ 1,166 19,000 0.05%
39 CENTRAL TRUST Co 477 8,000 0.02%
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 225 4,000 0.01%
41 WOLVERINE TRADING LP /BD 6 98 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.