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BlackRock Municipal 2030 Target Term Trust
BTT

68 hedge funds and large institutions have $188M invested in BlackRock Municipal 2030 Target Term Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

10% more funds holding

Funds holding: 62 → 68 (+6)

0.07% more ownership

Funds ownership: 12.14% → 12.21% (+0.07%)

9% less capital invested

Capital invested by funds: $207M → $188M (-$19.5M)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
V
Veritable
Delaware
+$1.43M
2
SG Americas Securities
SG Americas Securities
New York
+$1.08M
3
Invesco
Invesco
Georgia
+$952K
4
Bank of America
Bank of America
North Carolina
+$880K
5
LPL Financial
LPL Financial
California
+$752K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.05M
2
VanEck Associates
VanEck Associates
New York
-$1.96M
3
Morgan Stanley
Morgan Stanley
New York
-$1.37M
4
UBS Group
UBS Group
Switzerland
-$1.31M
5
Citigroup
Citigroup
New York
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$924K +$952K +42,310 New
UR
27
USCA RIA
Texas
$881K -$22.5K -1,000 -2%
CPIG
28
Chicago Partners Investment Group
Illinois
$856K +$492K +21,853 +126%
GC
29
Guggenheim Capital
Illinois
$757K +$122K +5,440 +19%
NMC
30
Nine Masts Capital
Hong Kong
$724K +$747K +33,178 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$672K -$29.1K -1,292 -4%
NPC
32
National Planning Corporation
California
$660K – – –
CAM
33
Covenant Asset Management
New Jersey
$560K +$577K +25,640 New
BKA
34
Brick & Kyle Associates
Pennsylvania
$502K +$14.9K +664 +3%
WS
35
Wedbush Securities
California
$496K -$29.1K -1,294 -5%
HighTower Advisors
36
HighTower Advisors
Illinois
$494K +$165K +7,333 +48%
Millennium Management
37
Millennium Management
New York
$442K +$456K +20,261 New
LCM
38
Landscape Capital Management
New Jersey
$441K +$454K +20,185 New
SCM
39
Schnieders Capital Management
California
$356K +$5.63K +250 +2%
MLL
40
Moody Lynn & Lieberson
Massachusetts
$347K +$358K +15,905 New
M&T Bank
41
M&T Bank
New York
$326K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$309K -$52.7K -2,340 -14%
SCA
43
Snowden Capital Advisors
New York
$306K +$315K +14,000 New
JCM
44
Jacobi Capital Management
Pennsylvania
$287K -$152K -6,760 -35%
1SB
45
1ST Source Bank
Indiana
$284K – – –
TIM
46
Tortoise Investment Management
New York
$273K -$38.7K -1,720 -12%
US Bancorp
47
US Bancorp
Minnesota
$272K +$29.3K +1,300 +12%
PAG
48
Pinnacle Advisory Group
Maryland
$249K +$257K +11,420 New
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$242K +$24.8K +1,100 +11%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$206K +$23.6K +1,050 +13%
1
2
3

BTT Hedge Fund Activity: Q4 2016 in Review

68 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2016, worth a combined $188M — down 9.4% from $207M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BTT positions and 5 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Veritable, adding an estimated $1.43M. The largest seller was Wells Fargo, cutting an estimated $2.05M.

  • 68 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2016, up from 62 in Q3 2016.
  • Funds reported $188M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2016, down 9.4% quarter-over-quarter.
  • 12 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2016 and 5 closed out, a net change of +7 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2016 was Veritable, an estimated $1.43M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2016 was Wells Fargo, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2016.