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BlackRock Municipal 2030 Target Term Trust
BTT

68 hedge funds and large institutions have $179M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

6% more funds holding

Funds holding: 64 → 68 (+4)

0% more capital invested

Capital invested by funds: $178M → $179M (+$671K)

0.2% less ownership

Funds ownership: 11.17% → 10.96% (-0.2%)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.67M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$867K
4
Millennium Management
Millennium Management
New York
+$576K
5
DA
Doliver Advisors
Texas
+$564K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4M
2
UBS Group
UBS Group
Switzerland
-$3.67M
3
LFR
Lehman Financial Resources
Pennsylvania
-$1.49M
4
CPIG
Chicago Partners Investment Group
Illinois
-$724K
5
JP Morgan Chase
JP Morgan Chase
New York
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$877K +$8.24K +357 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$874K +$1.57K +68 +0.2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$868K +$867K +37,526 New
HighTower Advisors
29
HighTower Advisors
Illinois
$826K +$302K +13,092 +58%
CAM
30
Covenant Asset Management
New Jersey
$791K +$92.4K +4,000 +13%
MLL
31
Moody Lynn & Lieberson
Massachusetts
$761K +$393K +17,000 +107%
GC
32
Guggenheim Capital
Illinois
$707K -$51K -2,209 -7%
NPC
33
National Planning Corporation
California
$674K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$607K -$82K -3,550 -12%
Millennium Management
35
Millennium Management
New York
$577K +$576K +24,953 New
DA
36
Doliver Advisors
Texas
$565K +$564K +24,430 New
BKA
37
Brick & Kyle Associates
Pennsylvania
$511K +$785 +34 +0.2%
PAG
38
Pinnacle Advisory Group
Maryland
$509K +$60.2K +2,605 +13%
WS
39
Wedbush Securities
California
$457K +$577 +25 +0.1%
JCM
40
Jacobi Capital Management
Pennsylvania
$457K +$3.56K +154 +0.8%
Creative Planning
41
Creative Planning
Kansas
$407K +$236K +10,229 +139%
AIM
42
Anchor Investment Management
South Carolina
$403K – – –
SCM
43
Schnieders Capital Management
California
$370K -$7.39K -320 -2%
SCA
44
Snowden Capital Advisors
New York
$360K +$35.9K +1,554 +11%
SWP
45
Stratos Wealth Partners
Ohio
$353K -$7.69K -333 -2%
M&T Bank
46
M&T Bank
New York
$345K – – –
LPL Financial
47
LPL Financial
California
$317K -$4M -173,223 -93%
US Bancorp
48
US Bancorp
Minnesota
$288K – – –
1SB
49
1ST Source Bank
Indiana
$279K – – –
CPIG
50
Chicago Partners Investment Group
Illinois
$239K -$724K -31,369 -75%
1
2
3

BTT Hedge Fund Activity: Q2 2017 in Review

68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2017, worth a combined $179M — up 0.38% from $178M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BTT positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $2.67M. The largest seller was LPL Financial, cutting an estimated $4M.

  • 68 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2017, up from 64 in Q1 2017.
  • Funds reported $179M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2017, up 0.38% quarter-over-quarter.
  • 8 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2017 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2017 was Bank of America, an estimated $2.67M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2017 was LPL Financial, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2017.