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

Institutional Holders (2017Q2)
Portfolio Summary: 44 Institutional holders with a total value of $40,205,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 509,127 8,029,000 19.97%
2 UBS Group AG 374,717 5,909,000 14.70%
3 MORGAN STANLEY 368,826 5,816,000 14.47%
4 Lehman Financial Resources, Inc. 226,829 3,556,000 8.84%
5 WELLS FARGO & COMPANY/MN 196,637 3,100,000 7.71%
6 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 117,100 1,858,000 4.62%
7 NWAM LLC 103,007 1,624,000 4.04%
8 Silver Lake Advisory, LLC 66,797 1,053,000 2.62%
9 Commonwealth Equity Services, Inc 63,434 1,000,000 2.49%
10 AMERIPRISE FINANCIAL INC 55,372 873,000 2.17%
11 STIFEL FINANCIAL CORP 43,903 696,000 1.73%
12 JACOBI CAPITAL MANAGEMENT LLC 43,444 676,000 1.68%
13 VAN ECK ASSOCIATES CORP 34,037 537,000 1.34%
14 Janney Montgomery Scott LLC 29,758 469,000 1.17%
15 Whitegate Investment Counselors, Inc. 28,250 446,000 1.11%
16 LPL Financial LLC 22,978 362,000 0.90%
17 SMITH, MOORE & CO. 19,783 312,000 0.78%
18 Edge Wealth Management LLC 19,688 310,000 0.77%
19 SOWELL FINANCIAL SERVICES LLC 18,720 294,000 0.73%
20 RAYMOND JAMES & ASSOCIATES 17,793 281,000 0.70%
21 M&T BANK CORP 17,189 271,000 0.67%
22 Evercore Wealth Management, LLC 13,779 217,000 0.54%
23 Raymond James Financial Services Advisors, Inc. 12,633 199,000 0.49%
24 CIBC BANK USA 12,489 197,000 0.49%
25 Bank of New York Mellon Corp 12,042 190,000 0.47%
26 ARS Investment Partners, LLC 12,000 189,000 0.47% SH
27 CAMBRIDGE TRUST CO 11,850 187,000 0.47%
28 ALPHA OMEGA WEALTH MANAGEMENT LLC 11,700 185,000 0.46%
29 Magnetar Financial LLC 10,321 163,000 0.41%
30 Stratos Wealth Partners, LTD. 10,000 158,000 0.39%
31 Chicago Partners Investment Group LLC 9,616 148,000 0.37%
32 CITIZENS FINANCIAL GROUP INC/DE 9,281 146,000 0.36%
33 PNC FINANCIAL SERVICES GROUP, INC. 9,134 144,000 0.36%
34 BlackRock Finance, Inc. 8,028 127,000 0.32%
35 PROFICIO CAPITAL PARTNERS LLC 8,001 126,000 0.31%
36 ROYAL BANK OF CANADA 6,980 110,000 0.27%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,000 63,000 0.16%
38 NEXT Financial Group, Inc 3,367 53,000 0.13%
39 Creative Planning 2,971 47,000 0.12%
40 FIFTH THIRD BANCORP 3,002 47,000 0.12%
41 D.A. DAVIDSON & CO. 2,000 31,000 0.08%
42 CENTRAL TRUST Co 287 5,000 0.01%
43 Tower Research Capital LLC (TRC) 35 1,000 0.00%
44 Advisory Services Network, LLC 0 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.