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BlackRock Municipal 2030 Target Term Trust
BTT

110 hedge funds and large institutions have $352M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $339M → $352M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 19.04% → 19.01% (-0.04%)

4% less funds holding

Funds holding: 114 → 110 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
39
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.28M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.71M
3
VanEck Associates
VanEck Associates
New York
+$1.56M
4
6M
6 Meridian
Kansas
+$1.55M
5
LWM
Laidlaw Wealth Management
New York
+$868K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.74M
2
BCA
Biltmore Capital Advisors
New Jersey
-$1.85M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
IAP
Indie Asset Partners
Indiana
-$1.08M
5
MSL
Mackay Shields LLC
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.33M +$35.9K +1,389 +2%
LDFR
27
Lehman & Derafelo Financial Resources
Pennsylvania
$2.31M – – –
LA
28
LexAurum Advisors
Kansas
$2.31M -$13.5K -522 -0.6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.25M +$137K +5,319 +7%
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.99M -$14.9K -577 -0.8%
SPIA
31
Steward Partners Investment Advisory
New York
$1.91M -$425K -16,456 -18%
COLIM
32
City of London Investment Management
United Kingdom
$1.65M +$255K +9,862 +19%
LWM
33
Laidlaw Wealth Management
New York
$1.65M +$868K +33,590 +115%
6M
34
6 Meridian
Kansas
$1.57M +$1.55M +59,861 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.55M +$7K +271 +0.5%
PA
36
Pinnacle Associates
New York
$1.53M -$9.44K -365 -0.6%
PPA
37
Parametric Portfolio Associates
Washington
$1.36M -$47.4K -1,833 -3%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.33M +$325K +12,563 +33%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.26M +$51.3K +1,983 +4%
AIM
40
Anchor Investment Management
South Carolina
$1.25M +$52 +2 +0%
STA
41
Summit Trail Advisors
New York
$1.21M -$4.99K -193 -0.4%
TW
42
TrinityPoint Wealth
Connecticut
$1.19M +$68K +2,630 +6%
Citigroup
43
Citigroup
New York
$1.18M -$60.6K -2,345 -5%
PAG
44
Private Advisor Group
New Jersey
$1.13M -$4.01K -155 -0.4%
KAS
45
Kestra Advisory Services
Texas
$1.11M +$1.19K +46 +0.1%
JCM
46
Jacobi Capital Management
Pennsylvania
$1.05M +$2.35K +91 +0.2%
TCA
47
Transcend Capital Advisors
New Jersey
$906K – – –
DAC
48
Dividend Assets Capital
South Carolina
$803K – – –
UR
49
USCA RIA
Texas
$789K -$129K -5,000 -14%
CCP
50
Cardan Capital Partners
Colorado
$785K +$5.58K +216 +0.7%
1
2
3 4 5

BTT Hedge Fund Activity: Q2 2021 in Review

110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2021, worth a combined $352M — up 3.7% from $339M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BTT and 6 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 39 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.28M. The largest seller was Wells Fargo, cutting an estimated $2.74M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2021, down from 114 in Q1 2021.
  • Funds reported $352M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2021 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $4.28M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2021 was Wells Fargo, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2021.