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BlackRock Municipal 2030 Target Term Trust
BTT

109 hedge funds and large institutions have $340M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 19.01% → 18.89% (-0.11%)

1% less funds holding

Funds holding: 110 → 109 (-1)

3% less capital invested

Capital invested by funds: $352M → $340M (-$11.2M)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% 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
9
Increased
40
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$5.01M
2
NCM
Narwhal Capital Management
Georgia
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$2.39M
4
RCM
Rivernorth Capital Management
Florida
+$1.32M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.26M
2
Wells Fargo
Wells Fargo
California
-$5.61M
3
MSL
Mackay Shields LLC
New York
-$2.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.65M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$2.33M +$26.9K +1,028 +1%
LPL Financial
27
LPL Financial
California
$2.21M -$73.7K -2,813 -3%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.19M +$1.52K +58 +0.1%
SIAP
29
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2M +$62.5K +2,384 +3%
FFA
30
First Foundation Advisors
California
$1.96M -$395K -15,059 -16%
LDFR
31
Lehman & Derafelo Financial Resources
Pennsylvania
$1.91M -$341K -13,000 -15%
SPIA
32
Steward Partners Investment Advisory
New York
$1.9M +$39.3K +1,500 +2%
LWM
33
Laidlaw Wealth Management
New York
$1.81M +$215K +8,190 +13%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.77M +$270K +10,290 +17%
WW
35
Waterfront Wealth
Kansas
$1.59M -$1.13M -43,055 -41%
PA
36
Pinnacle Associates
New York
$1.49M -$2.7K -103 -0.2%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.44M +$223K +8,511 +18%
6M
38
6 Meridian
Kansas
$1.28M -$255K -9,747 -16%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.26M -$29.3K -1,120 -2%
AIM
40
Anchor Investment Management
South Carolina
$1.21M +$26 +1 +0%
TW
41
TrinityPoint Wealth
Connecticut
$1.2M +$48K +1,831 +4%
KAS
42
Kestra Advisory Services
Texas
$1.12M +$37.5K +1,430 +3%
PAG
43
Private Advisor Group
New Jersey
$1.1M +$7.18K +274 +0.6%
JCM
44
Jacobi Capital Management
Pennsylvania
$1.02M +$2.36K +90 +0.2%
HCM
45
Harvey Capital Management
Florida
$893K +$917K +35,000 New
PPA
46
Parametric Portfolio Associates
Washington
$890K -$441K -16,833 -33%
TCA
47
Transcend Capital Advisors
New Jersey
$867K -$16.5K -630 -2%
STA
48
Summit Trail Advisors
New York
$808K -$374K -14,256 -31%
DAC
49
Dividend Assets Capital
South Carolina
$781K – – –
CCP
50
Cardan Capital Partners
Colorado
$769K +$5.61K +214 +0.7%
1
2
3 4 5

BTT Hedge Fund Activity: Q3 2021 in Review

109 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2021, worth a combined $340M — down 3.2% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTT positions and 8 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $5.01M. The largest seller was UBS Group, cutting an estimated $6.26M.

  • 109 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2021, down from 110 in Q2 2021.
  • Funds reported $340M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2021, down 3.2% quarter-over-quarter.
  • 9 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2021 was XML Financial, an estimated $5.01M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2021 was UBS Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2021.