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BlackRock Municipal 2030 Target Term Trust
BTT

72 hedge funds and large institutions have $184M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 68 → 72 (+4)

3% more capital invested

Capital invested by funds: $179M → $184M (+$4.66M)

0.52% more ownership

Funds ownership: 10.96% → 11.48% (+0.52%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.96M
2
DA
Doliver Advisors
Texas
+$1.38M
3
VanEck Associates
VanEck Associates
New York
+$1.11M
4
CPIG
Chicago Partners Investment Group
Illinois
+$877K
5
WAM
Wolverine Asset Management
Illinois
+$720K

Top Sellers

Rank Fund Capital Flow
1
HCM
Harvey Capital Management
Florida
-$1.24M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$874K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$868K
4
Wells Fargo
Wells Fargo
California
-$335K
5
V
Veritable
Delaware
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$1.11M +$877K +38,204 +360%
Invesco
27
Invesco
Georgia
$927K -$15.9K -694 -2%
CAM
28
Covenant Asset Management
New Jersey
$775K – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$767K -$44.2K -1,927 -5%
MLL
30
Moody Lynn & Lieberson
Massachusetts
$745K -$1.15K -50 -0.2%
WAM
31
Wolverine Asset Management
Illinois
$711K +$720K +31,384 New
Millennium Management
32
Millennium Management
New York
$667K +$103K +4,482 +18%
GC
33
Guggenheim Capital
Illinois
$663K -$30.1K -1,310 -4%
NPC
34
National Planning Corporation
California
$657K – – –
LCM
35
Landscape Capital Management
New Jersey
$620K +$628K +27,353 New
CRC
36
Curi RMB Capital
Illinois
$615K +$622K +27,120 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$603K +$9.18K +400 +2%
SG Americas Securities
38
SG Americas Securities
New York
$579K +$475K +20,697 +428%
GP
39
Geneva Partners
Wisconsin
$510K +$516K +22,500 New
BKA
40
Brick & Kyle Associates
Pennsylvania
$501K +$711 +31 +0.1%
PAG
41
Pinnacle Advisory Group
Maryland
$498K – – –
LPL Financial
42
LPL Financial
California
$485K +$176K +7,653 +56%
JCM
43
Jacobi Capital Management
Pennsylvania
$452K +$3.33K +145 +0.7%
WS
44
Wedbush Securities
California
$449K +$1.1K +48 +0.2%
AIM
45
Anchor Investment Management
South Carolina
$417K +$22.9K +1,000 +6%
Creative Planning
46
Creative Planning
Kansas
$386K -$12.6K -550 -3%
SCA
47
Snowden Capital Advisors
New York
$376K +$23.4K +1,018 +7%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$358K +$363K +15,800 New
SWP
49
Stratos Wealth Partners
Ohio
$357K +$11.5K +500 +3%
SCM
50
Schnieders Capital Management
California
$350K -$12.6K -550 -3%
1
2
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BTT Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2017, worth a combined $184M — up 2.6% from $179M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BTT positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was Harvey Capital Management, exiting entirely with an estimated $1.24M sold.

  • 72 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $184M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 11 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2017 and 6 closed out, a net change of +5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2017 was Morgan Stanley, an estimated $1.96M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2017 was Harvey Capital Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.