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BlackRock Municipal 2030 Target Term Trust
BTT

60 hedge funds and large institutions have $209M invested in BlackRock Municipal 2030 Target Term Trust in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

15% more funds holding

Funds holding: 52 → 60 (+8)

4% more capital invested

Capital invested by funds: $200M → $209M (+$8.91M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.12% less ownership

Funds ownership: 12.38% → 12.26% (-0.12%)

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
V
Veritable
Delaware
+$5.42M
2
UBS Group
UBS Group
Switzerland
+$1.66M
3
RCM
Robinson Capital Management
Michigan
+$759K
4
VanEck Associates
VanEck Associates
New York
+$670K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$507K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.83M
2
LPL Financial
LPL Financial
California
-$2.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$921K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$689K
5
Citigroup
Citigroup
New York
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$702K +$97.4K +4,138 +17%
NPC
27
National Planning Corporation
California
$699K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$555K +$565 +24 +0.1%
BKA
29
Brick & Kyle Associates
Pennsylvania
$530K +$776 +33 +0.2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$522K +$507K +21,566 New
GP
31
Geneva Partners
Wisconsin
$521K +$529K +22,500 New
PAG
32
Pinnacle Advisory Group
Maryland
$502K +$488K +20,750 New
JCM
33
Jacobi Capital Management
Pennsylvania
$467K +$453K +19,253 New
CRC
34
Curi RMB Capital
Illinois
$435K +$423K +17,984 New
DA
35
Doliver Advisors
Texas
$398K +$386K +16,401 New
JP Morgan Chase
36
JP Morgan Chase
New York
$389K -$64.9K -2,760 -15%
SCM
37
Schnieders Capital Management
California
$389K +$7.65K +325 +2%
HighTower Advisors
38
HighTower Advisors
Illinois
$369K -$224K -9,516 -38%
TIM
39
Tortoise Investment Management
New York
$344K – – –
LCM
40
Landscape Capital Management
New Jersey
$299K -$1.62K -69 -0.6%
TC
41
Telemus Capital
Michigan
$290K – – –
ICAS
42
Investors Capital Advisory Services
Massachusetts
$272K +$94 +4 +0%
OFG
43
OTA Financial Group
New York
$268K +$261K +11,109 New
CPIG
44
Chicago Partners Investment Group
Illinois
$232K +$2.28K +97 +1%
SFWA
45
Summit Financial Wealth Advisors
Louisiana
$230K – – –
US Bancorp
46
US Bancorp
Minnesota
$220K – – –
BW
47
Bison Wealth
Georgia
$205K +$200K +8,504 New
WS
48
Wedbush Securities
California
$202K +$197K +8,353 New
CHC
49
City Holding Co
West Virginia
$171K -$71.1K -3,023 -30%
CG
50
Cutler Group
California
$140K – – –
1
2
3

BTT Hedge Fund Activity: Q2 2016 in Review

60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2016, worth a combined $209M — up 4.5% from $200M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTT positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Veritable, opening a new position worth an estimated $5.42M. The largest seller was Wells Fargo, cutting an estimated $8.83M.

  • 60 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2016, up from 52 in Q1 2016.
  • Funds reported $209M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2016, up 4.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2016 and 5 closed out, a net change of +8 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2016 was Veritable, an estimated $5.42M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2016 was Wells Fargo, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2016.