We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust
BTT

114 hedge funds and large institutions have $356M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

5% more funds holding

Funds holding: 109 → 114 (+5)

5% more capital invested

Capital invested by funds: $340M → $356M (+$15.7M)

0.56% more ownership

Funds ownership: 18.89% → 19.45% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
43
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Narwhal Capital Management
Georgia
+$2.4M
2
Bank of America
Bank of America
North Carolina
+$1.27M
3
VanEck Associates
VanEck Associates
New York
+$720K
4
UBS Group
UBS Group
Switzerland
+$668K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$599K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$19.9M
2
FFA
First Foundation Advisors
California
-$1.76M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$734K
4
WAM
Wolverine Asset Management
Illinois
-$728K
5
PPA
Parametric Portfolio Associates
Washington
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$2.47M +$69.3K +2,700 +3%
LA
27
LexAurum Advisors
Kansas
$2.39M -$39.2K -1,528 -2%
ASN
28
Advisory Services Network
Georgia
$2.37M +$1.62K +63 +0.1%
LPL Financial
29
LPL Financial
California
$2.25M +$9.23K +360 +0.4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.23M +$4.33K +169 +0.2%
ACMA
31
Arbor Capital Management (Alaska)
Alaska
$2.09M +$2.07M +80,639 New
LWM
32
Laidlaw Wealth Management
New York
$2.04M +$196K +7,655 +11%
LDFR
33
Lehman & Derafelo Financial Resources
Pennsylvania
$1.95M – – –
SIAP
34
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.93M -$92.3K -3,597 -5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.86M +$57.1K +2,226 +3%
SPIA
36
Steward Partners Investment Advisory
New York
$1.85M -$70.2K -2,735 -4%
WW
37
Waterfront Wealth
Kansas
$1.62M +$257 +10 +0%
PA
38
Pinnacle Associates
New York
$1.48M -$31.5K -1,227 -2%
6M
39
6 Meridian
Kansas
$1.4M +$103K +4,031 +8%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.36M +$81K +3,158 +6%
TW
41
TrinityPoint Wealth
Connecticut
$1.26M +$37.2K +1,450 +3%
AIM
42
Anchor Investment Management
South Carolina
$1.23M +$51 +2 +0%
SWP
43
Stratos Wealth Partners
Ohio
$1.21M +$448K +17,450 +60%
KAS
44
Kestra Advisory Services
Texas
$1.15M +$10.3K +400 +0.9%
PAG
45
Private Advisor Group
New Jersey
$1.13M +$6.16K +240 +0.6%
JCM
46
Jacobi Capital Management
Pennsylvania
$1.04M +$3.18K +124 +0.3%
AHIA
47
Andrew Hill Investment Advisors
Florida
$979K +$969K +37,792 New
First Trust Advisors
48
First Trust Advisors
Illinois
$907K -$549K -21,407 -38%
HCM
49
Harvey Capital Management
Florida
$907K – – –
TCA
50
Transcend Capital Advisors
New Jersey
$881K – – –
1
2
3 4 5

BTT Hedge Fund Activity: Q4 2021 in Review

114 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2021, worth a combined $356M — up 4.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Narwhal Capital Management, adding an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $19.9M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $356M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2021 was Narwhal Capital Management, an estimated $2.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2021 was Wells Fargo, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2021.