We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust
BTT

115 hedge funds and large institutions have $336M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104 → 115 (+11)

2% more capital invested

Capital invested by funds: $328M → $336M (+$8.09M)

0.05% less ownership

Funds ownership: 18.59% → 18.54% (-0.05%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GCP
Gill Capital Partners
Colorado
+$1.34M
2
Bank of America
Bank of America
North Carolina
+$1.34M
3
V
Veritable
Delaware
+$1.28M
4
NCM
Narwhal Capital Management
Georgia
+$1.03M
5
HCM
Harvey Capital Management
Florida
+$965K

Top Sellers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
-$5.46M
2
Cohen & Steers
Cohen & Steers
New York
-$1.36M
3
Wells Fargo
Wells Fargo
California
-$1.23M
4
IAP
Indie Asset Partners
Indiana
-$1.1M
5
PPA
Parametric Portfolio Associates
Washington
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
26
Gill Capital Partners
Colorado
$2.07M +$1.34M +53,503 +197%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.04M +$4.29K +171 +0.2%
SPIA
28
Steward Partners Investment Advisory
New York
$2.01M -$122K -4,886 -6%
SIAP
29
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.99M – – –
Cohen & Steers
30
Cohen & Steers
New York
$1.97M -$1.36M -54,245 -41%
LPL Financial
31
LPL Financial
California
$1.89M +$278K +11,091 +18%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.63M +$67.9K +2,710 +4%
KAS
33
Kestra Advisory Services
Texas
$1.55M +$605K +24,149 +65%
PA
34
Pinnacle Associates
New York
$1.51M -$49.7K -1,983 -3%
IAP
35
Indie Asset Partners
Indiana
$1.43M -$1.1M -44,000 -44%
AIM
36
Anchor Investment Management
South Carolina
$1.23M -$118K -4,700 -9%
Citigroup
37
Citigroup
New York
$1.21M +$22K +876 +2%
JCM
38
Jacobi Capital Management
Pennsylvania
$1.07M +$3.11K +124 +0.3%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.06M -$38.5K -1,537 -4%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.05M -$205K -8,176 -17%
G
41
GenTrust
Florida
$1.04M – – –
TW
42
TrinityPoint Wealth
Connecticut
$1.01M +$173K +6,909 +21%
HCM
43
Harvey Capital Management
Florida
$988K +$965K +38,500 New
UR
44
USCA RIA
Texas
$937K – – –
STA
45
Summit Trail Advisors
New York
$907K +$240K +9,573 +37%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$828K -$146K -5,807 -15%
DAC
47
Dividend Assets Capital
South Carolina
$786K – – –
PAG
48
Private Advisor Group
New Jersey
$781K +$5.59K +223 +0.7%
CCP
49
Cardan Capital Partners
Colorado
$757K -$574K -22,902 -44%
SWP
50
Stratos Wealth Partners
Ohio
$754K +$12.5K +500 +2%
1
2
3 4 5

BTT Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2020, worth a combined $336M — up 2.5% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BTT positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Gill Capital Partners, adding an estimated $1.34M. The largest seller was Biltmore Capital Advisors, cutting an estimated $5.46M.

  • 115 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2020, up from 104 in Q3 2020.
  • Funds reported $336M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2020, up 2.5% quarter-over-quarter.
  • 18 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2020 was Gill Capital Partners, an estimated $1.34M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2020 was Biltmore Capital Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2020.