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BlackRock Municipal 2030 Target Term Trust
BTT

104 hedge funds and large institutions have $284M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $262M → $284M (+$22.1M)

4% more funds holding

Funds holding: 100 → 104 (+4)

0.33% more ownership

Funds ownership: 16.19% → 16.52% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
40
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$9.7M
2
Stifel Financial
Stifel Financial
Missouri
+$2.32M
3
Cohen & Steers
Cohen & Steers
New York
+$1.14M
4
Wells Fargo
Wells Fargo
California
+$1.04M
5
PPA
Parametric Portfolio Associates
Washington
+$746K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.28M
2
COLIM
City of London Investment Management
United Kingdom
-$1.75M
3
LCM
Landscape Capital Management
New Jersey
-$1.49M
4
Bank of America
Bank of America
North Carolina
-$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$1.67M +$1.14M +47,813 +224%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.5M -$56.2K -2,348 -4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.47M +$142K +5,927 +11%
SPIA
29
Steward Partners Investment Advisory
New York
$1.42M +$26.7K +1,114 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.36M +$49.4K +2,064 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.34M -$111K -4,658 -8%
AIM
32
Anchor Investment Management
South Carolina
$1.33M – – –
CCP
33
Cardan Capital Partners
Colorado
$1.25M +$5.34K +223 +0.4%
LA
34
LexAurum Advisors
Kansas
$1.19M +$76K +3,174 +7%
PA
35
Pinnacle Associates
New York
$1.14M +$407 +17 +0%
LPL Financial
36
LPL Financial
California
$1.1M +$356K +14,866 +48%
Citigroup
37
Citigroup
New York
$1.08M +$246K +10,296 +30%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M +$677K +28,298 +200%
JCM
39
Jacobi Capital Management
Pennsylvania
$1.01M +$2.68K +112 +0.3%
HKAM
40
Horizon Kinetics Asset Management
New York
$985K – – –
UR
41
USCA RIA
Texas
$945K +$353K +14,754 +61%
FM
42
Family Management
New York
$880K -$7.61K -318 -0.9%
HCM
43
Harvey Capital Management
Florida
$870K -$23.9K -1,000 -3%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$867K +$20.6K +859 +2%
AG
45
Advisor Group
Arizona
$837K -$201K -8,391 -20%
CPIG
46
Chicago Partners Investment Group
Illinois
$773K +$4K +167 +0.5%
PAG
47
Private Advisor Group
New Jersey
$751K +$57.7K +2,411 +8%
SP
48
Successful Portfolios
Florida
$704K -$4.79K -200 -0.7%
HighTower Advisors
49
HighTower Advisors
Illinois
$648K +$1.75K +73 +0.3%
EWA
50
EP Wealth Advisors
California
$639K +$392K +16,400 +164%
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3 4 5

BTT Hedge Fund Activity: Q4 2019 in Review

104 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2019, worth a combined $284M — up 8.5% from $262M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTT positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $9.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.28M.

  • 104 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $284M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2019 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2019 was Rockefeller Capital Management, an estimated $9.7M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2019 was Rivernorth Capital Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2019.