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BlackRock Municipal 2030 Target Term Trust
BTT

98 hedge funds and large institutions have $274M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

3% more funds holding

Funds holding: 95 → 98 (+3)

1% more capital invested

Capital invested by funds: $271M → $274M (+$2.88M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 17.22% → 16.85% (-0.37%)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
34
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.75M
2
Bank of America
Bank of America
North Carolina
+$1.12M
3
VanEck Associates
VanEck Associates
New York
+$943K
4
BCA
Biltmore Capital Advisors
New Jersey
+$641K
5
LA
LexAurum Advisors
Kansas
+$551K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.92M
2
KIM
Karpus Investment Management
New York
-$6.26M
3
UBS Group
UBS Group
Switzerland
-$564K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$518K
5
MIG
Mariner Investment Group
New York
-$422K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.5M +$10.9K +480 +0.7%
6M
27
6 Meridian
Kansas
$1.49M -$169K -7,457 -10%
AIM
28
Anchor Investment Management
South Carolina
$1.26M -$34K -1,500 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$1.22M +$240K +10,591 +25%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.21M +$23.5K +1,037 +2%
MIG
31
Mariner Investment Group
New York
$1.19M -$422K -18,600 -27%
CCP
32
Cardan Capital Partners
Colorado
$1.19M +$5.26K +232 +0.5%
PA
33
Pinnacle Associates
New York
$1.15M +$7.67K +338 +0.7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1M +$47.7K +2,101 +5%
JCM
35
Jacobi Capital Management
Pennsylvania
$970K +$2K +88 +0.2%
HKAM
36
Horizon Kinetics Asset Management
New York
$946K – – –
LA
37
LexAurum Advisors
Kansas
$932K +$551K +24,272 +153%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$924K +$400K +17,645 +80%
AG
39
Advisor Group
Arizona
$904K – – –
HCM
40
Harvey Capital Management
Florida
$859K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$824K +$4.15K +183 +0.5%
Citigroup
42
Citigroup
New York
$748K +$77.9K +3,435 +12%
FM
43
Family Management
New York
$700K +$332K +14,636 +94%
SP
44
Successful Portfolios
Florida
$680K – – –
PAG
45
Private Advisor Group
New Jersey
$623K +$129K +5,697 +27%
HighTower Advisors
46
HighTower Advisors
Illinois
$620K -$36.5K -1,607 -6%
LPL Financial
47
LPL Financial
California
$604K +$126K +5,550 +27%
EWM
48
Edge Wealth Management
New York
$553K -$4.88K -215 -0.9%
DWM
49
Dakota Wealth Management
Florida
$552K -$175K -7,700 -24%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$545K +$188K +8,305 +55%
1
2
3 4

BTT Hedge Fund Activity: Q2 2019 in Review

98 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2019, worth a combined $274M — up 1.1% from $271M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BTT positions and 3 closed out — a net gain of 4 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.75M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.92M.

  • 98 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2019, up from 95 in Q1 2019.
  • Funds reported $274M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2019 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2019 was Wells Fargo, an estimated $3.75M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2019 was Rivernorth Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q2 2019.