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BlackRock Municipal 2030 Target Term Trust
BTT

104 hedge funds and large institutions have $328M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 105 → 104 (-1)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2.37% less ownership

Funds ownership: 20.96% → 18.59% (-2.4%)

7% less capital invested

Capital invested by funds: $351M → $328M (-$23.4M)

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
33
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$30.3M
2
UBS Group
UBS Group
Switzerland
+$3.99M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.5M
4
RJA
Raymond James & Associates
Florida
+$1.21M
5
Morgan Stanley
Morgan Stanley
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$35.3M
2
BlackRock
BlackRock
New York
-$30.1M
3
RCM
Rivernorth Capital Management
Florida
-$6.34M
4
BCA
Biltmore Capital Advisors
New Jersey
-$4.47M
5
PPA
Parametric Portfolio Associates
Washington
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$2.06M +$1.18K +48 +0.1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.99M +$153K +6,211 +8%
SIAP
28
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.94M +$216K +8,760 +13%
GP
29
Geneva Partners
Wisconsin
$1.91M +$674K +27,323 +56%
LA
30
LexAurum Advisors
Kansas
$1.87M +$149K +6,037 +9%
LPL Financial
31
LPL Financial
California
$1.56M +$215K +8,732 +16%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.52M -$57.3K -2,322 -4%
PA
33
Pinnacle Associates
New York
$1.52M +$252K +10,217 +20%
AIM
34
Anchor Investment Management
South Carolina
$1.32M -$12K -485 -0.9%
CCP
35
Cardan Capital Partners
Colorado
$1.31M +$5.5K +223 +0.4%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.22M +$114K +4,618 +10%
Citigroup
37
Citigroup
New York
$1.15M +$4.71K +191 +0.4%
First Trust Advisors
38
First Trust Advisors
Illinois
$1.07M -$286K -11,584 -21%
JCM
39
Jacobi Capital Management
Pennsylvania
$1.04M -$49.8K -2,018 -5%
G
40
GenTrust
Florida
$1.01M – – –
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$950K – – –
KAS
42
Kestra Advisory Services
Texas
$926K +$914K +37,063 New
UR
43
USCA RIA
Texas
$912K -$64.1K -2,600 -7%
PPA
44
Parametric Portfolio Associates
Washington
$822K -$3.28M -133,132 -80%
TW
45
TrinityPoint Wealth
Connecticut
$807K +$534K +21,660 +204%
DAC
46
Dividend Assets Capital
South Carolina
$765K +$98.7K +4,000 +15%
PAG
47
Private Advisor Group
New Jersey
$755K +$4.19K +170 +0.6%
CPIG
48
Chicago Partners Investment Group
Illinois
$730K -$71.6K -2,904 -9%
SWP
49
Stratos Wealth Partners
Ohio
$721K +$20.5K +829 +3%
GCP
50
Gill Capital Partners
Colorado
$677K +$342K +13,863 +105%
1
2
3 4 5

BTT Hedge Fund Activity: Q3 2020 in Review

104 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2020, worth a combined $328M — down 6.6% from $351M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BTT and 13 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 33 added.

The largest buyer was Mackay Shields LLC, adding an estimated $30.3M. The largest seller was Wells Fargo, cutting an estimated $35.3M.

  • 104 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2020, down from 105 in Q2 2020.
  • Funds reported $328M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2020, down 6.6% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2020 and 14 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2020 was Mackay Shields LLC, an estimated $30.3M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2020 was Wells Fargo, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2020.