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BlackRock Municipal 2030 Target Term Trust
BTT

64 hedge funds and large institutions have $178M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

1.04% less ownership

Funds ownership: 12.21% → 11.17% (-1%)

5% less capital invested

Capital invested by funds: $188M → $178M (-$9.8M)

6% less funds holding

Funds holding: 68 → 64 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.26M
2
Morgan Stanley
Morgan Stanley
New York
+$2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.82M
4
LPL Financial
LPL Financial
California
+$851K
5
SWP
Stratos Wealth Partners
Ohio
+$350K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.9M
2
PCP
Proficio Capital Partners
Massachusetts
-$2.58M
3
RJA
Raymond James & Associates
Florida
-$2.21M
4
UBS Group
UBS Group
Switzerland
-$1.05M
5
SG Americas Securities
SG Americas Securities
New York
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$979K +$21.3K +947 +2%
CPIG
27
Chicago Partners Investment Group
Illinois
$950K +$62.5K +2,782 +7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$853K -$455K -20,254 -35%
ASN
29
Advisory Services Network
Georgia
$849K +$844K +37,522 New
GC
30
Guggenheim Capital
Illinois
$741K -$42.9K -1,910 -6%
CAM
31
Covenant Asset Management
New Jersey
$683K +$102K +4,550 +18%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$674K -$22.4K -995 -3%
NPC
33
National Planning Corporation
California
$660K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$512K +$540 +24 +0.1%
BKA
35
Brick & Kyle Associates
Pennsylvania
$499K -$21.9K -974 -4%
WS
36
Wedbush Securities
California
$446K -$67.1K -2,984 -13%
JCM
37
Jacobi Capital Management
Pennsylvania
$446K +$158K +7,022 +56%
PAG
38
Pinnacle Advisory Group
Maryland
$438K +$179K +7,955 +70%
AIM
39
Anchor Investment Management
South Carolina
$394K +$283K +12,600 +263%
SCM
40
Schnieders Capital Management
California
$369K – – –
MLL
41
Moody Lynn & Lieberson
Massachusetts
$360K – – –
SWP
42
Stratos Wealth Partners
Ohio
$352K +$350K +15,575 New
M&T Bank
43
M&T Bank
New York
$338K – – –
SCA
44
Snowden Capital Advisors
New York
$317K +$292 +13 +0.1%
NMC
45
Nine Masts Capital
Hong Kong
$303K -$445K -19,778 -60%
SG Americas Securities
46
SG Americas Securities
New York
$284K -$801K -35,609 -74%
US Bancorp
47
US Bancorp
Minnesota
$281K – – –
1SB
48
1ST Source Bank
Indiana
$273K -$20.9K -929 -7%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$251K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$205K -$8.18K -364 -4%
1
2
3

BTT Hedge Fund Activity: Q1 2017 in Review

64 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2017, worth a combined $178M — down 5.2% from $188M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BTT and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $2.26M. The largest seller was Wells Fargo, cutting an estimated $16.9M.

  • 64 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2017, down from 68 in Q4 2016.
  • Funds reported $178M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2017, down 5.2% quarter-over-quarter.
  • 6 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2017 was Ameriprise, an estimated $2.26M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2017 was Wells Fargo, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2017.