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BlackRock Municipal 2030 Target Term Trust
BTT

106 hedge funds and large institutions have $295M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

2% more funds holding

Funds holding: 104 → 106 (+2)

1.91% more ownership

Funds ownership: 16.52% → 18.43% (+1.9%)

4% more capital invested

Capital invested by funds: $284M → $295M (+$11.1M)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
40
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12.8M
2
MSL
Mackay Shields LLC
New York
+$5.87M
3
Bank of America
Bank of America
North Carolina
+$4.55M
4
G
GenTrust
Florida
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.63M
2
WKWM
Walter & Keenan Wealth Management
Indiana
-$3.8M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$3.7M
4
LFAS
Level Four Advisory Services
Texas
-$2.04M
5
VanEck Associates
VanEck Associates
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.63M +$270K +11,299 +19%
AA
27
AQR Arbitrage
Connecticut
$1.43M +$1.51M +63,078 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.41M +$4.94K +207 +0.3%
SPIA
29
Steward Partners Investment Advisory
New York
$1.41M +$85.9K +3,598 +6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.39M +$121K +5,050 +9%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.31M +$1.38M +57,751 New
AIM
32
Anchor Investment Management
South Carolina
$1.25M +$4.77K +200 +0.4%
RCM
33
Rivernorth Capital Management
Florida
$1.23M +$868K +36,372 +203%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.23M -$31.8K -1,334 -2%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$1.19M +$1.25M +52,576 New
CCP
36
Cardan Capital Partners
Colorado
$1.18M +$5.23K +219 +0.4%
LA
37
LexAurum Advisors
Kansas
$1.16M +$49.8K +2,085 +4%
FM
38
Family Management
New York
$1.16M +$353K +14,796 +41%
Citigroup
39
Citigroup
New York
$1.08M +$72.7K +3,046 +7%
PA
40
Pinnacle Associates
New York
$1.05M -$19.5K -818 -2%
6M
41
6 Meridian
Kansas
$1.02M -$607K -25,420 -36%
LPL Financial
42
LPL Financial
California
$1.02M -$17.1K -716 -2%
JCM
43
Jacobi Capital Management
Pennsylvania
$953K +$1.34K +56 +0.1%
HKAM
44
Horizon Kinetics Asset Management
New York
$924K – – –
UR
45
USCA RIA
Texas
$886K – – –
HCM
46
Harvey Capital Management
Florida
$816K – – –
PAG
47
Private Advisor Group
New Jersey
$740K +$37.9K +1,586 +5%
CPIG
48
Chicago Partners Investment Group
Illinois
$733K +$4.06K +170 +0.5%
CWP
49
Capital Wealth Planning
Florida
$701K +$738K +30,910 New
SP
50
Successful Portfolios
Florida
$674K +$15.5K +650 +2%
1
2
3 4 5

BTT Hedge Fund Activity: Q1 2020 in Review

106 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2020, worth a combined $295M — up 3.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTT positions and 11 closed out — a net gain of 6 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $4.63M.

  • 106 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2020, up from 104 in Q4 2019.
  • Funds reported $295M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 17 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2020 and 11 closed out, a net change of +6 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2020 was Wells Fargo, an estimated $12.8M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2020 was UBS Group, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2020.