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BlackRock Municipal 2030 Target Term Trust
BTT

89 hedge funds and large institutions have $194M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

24% more funds holding

Funds holding: 72 → 89 (+17)

6% more capital invested

Capital invested by funds: $184M → $194M (+$10.6M)

0.85% more ownership

Funds ownership: 11.48% → 12.32% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
35
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.25M
3
LCM
Landscape Capital Management
New Jersey
+$1.24M
4
NMC
Nine Masts Capital
Hong Kong
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.62M
2
MLL
Moody Lynn & Lieberson
Massachusetts
-$745K
3
NPC
National Planning Corporation
California
-$657K
4
WS
Wedbush Securities
California
-$449K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Pinnacle Associates
New York
$1.22M +$585 +26 +0%
Citigroup
27
Citigroup
New York
$1.11M -$265K -11,768 -19%
NMC
28
Nine Masts Capital
Hong Kong
$1.04M +$1.05M +46,700 New
AG
29
Advisor Group
Arizona
$1.02M +$841K +37,410 +441%
CPIG
30
Chicago Partners Investment Group
Illinois
$918K -$173K -7,716 -16%
CAM
31
Covenant Asset Management
New Jersey
$782K +$18.2K +810 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$782K +$27.2K +1,210 +4%
Invesco
33
Invesco
Georgia
$731K -$183K -8,144 -20%
JA
34
JOYN Advisors
Georgia
$684K +$688K +30,619 New
SG Americas Securities
35
SG Americas Securities
New York
$667K +$97.7K +4,347 +17%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$628K +$33.2K +1,476 +6%
OFG
37
OTA Financial Group
New York
$625K +$629K +27,985 New
CRC
38
Curi RMB Capital
Illinois
$622K +$16.6K +739 +3%
GC
39
Guggenheim Capital
Illinois
$614K -$39.8K -1,769 -6%
GP
40
Geneva Partners
Wisconsin
$547K +$45K +2,000 +9%
LPL Financial
41
LPL Financial
California
$546K +$69K +3,070 +14%
SPIA
42
Steward Partners Investment Advisory
New York
$545K +$377K +16,775 +220%
Squarepoint
43
Squarepoint
New York
$522K +$526K +23,379 New
MIG
44
Mariner Investment Group
New York
$510K +$513K +22,831 New
SP
45
Successful Portfolios
Florida
$509K +$512K +22,783 New
BKA
46
Brick & Kyle Associates
Pennsylvania
$494K +$697 +31 +0.1%
Millennium Management
47
Millennium Management
New York
$484K -$175K -7,771 -26%
JCM
48
Jacobi Capital Management
Pennsylvania
$469K +$22.3K +993 +5%
AIM
49
Anchor Investment Management
South Carolina
$462K +$51.7K +2,300 +13%
SWP
50
Stratos Wealth Partners
Ohio
$458K +$107K +4,777 +30%
1
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BTT Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2017, worth a combined $194M — up 5.8% from $184M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTT positions and 9 closed out — a net gain of 17 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.64M. The largest seller was Doliver Advisors, cutting an estimated $1.62M.

  • 89 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $194M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 26 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2017 and 9 closed out, a net change of +17 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2017 was Wells Fargo, an estimated $1.64M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2017 was Doliver Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.