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BlackRock Municipal 2030 Target Term Trust

110 hedge funds and large institutions have $323M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 19.45%19.37% (-0.08%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 114110 (-4)

9% less capital invested

Capital invested by funds: $356M → $323M (-$33.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
37
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.3M -$21.3K -861 -0.9%
LA
27
LexAurum Advisors
Kansas
$2.17M -$2.1K -85 -0.1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.06M +$33K +1,336 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$1.95M +$270K +10,910 +15%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$1.88M -$6.43K -260 -0.3%
LWM
31
Laidlaw Wealth Management
New York
$1.86M +$9.89K +400 +0.5%
LDFR
32
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M -$45.5K -1,839 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.53M -$164K -6,624 -9%
ASN
34
Advisory Services Network
Georgia
$1.53M -$667K -26,967 -29%
WW
35
Waterfront Wealth
Kansas
$1.42M -$15.4K -623 -1%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.37M -$102K -4,109 -8%
SIAP
37
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.35M -$430K -17,395 -23%
PA
38
Pinnacle Associates
New York
$1.35M +$346 +14 +0%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$1.33M +$1.4M +56,419 New
Millennium Management
40
Millennium Management
New York
$1.29M +$1.35M +54,555 New
TW
41
TrinityPoint Wealth
Connecticut
$1.25M +$104K +4,199 +9%
AIM
42
Anchor Investment Management
South Carolina
$1.12M +$25 +1 +0%
PAG
43
Private Advisor Group
New Jersey
$1.04M +$13.8K +559 +1%
JCM
44
Jacobi Capital Management
Pennsylvania
$949K +$1.61K +65 +0.2%
AHIA
45
Andrew Hill Investment Advisors
Florida
$885K -$7.42K -300 -0.8%
COLIM
46
City of London Investment Management
United Kingdom
$865K -$1.45M -58,589 -62%
OIM
47
Oder Investment Management
California
$840K +$172K +6,957 +24%
First Trust Advisors
48
First Trust Advisors
Illinois
$804K -$23.4K -947 -3%
HCM
49
Harvey Capital Management
Florida
$798K -$29.7K -1,200 -3%
TCA
50
Transcend Capital Advisors
New Jersey
$777K -$26.3K -1,062 -3%

BTT Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2022, worth a combined $323M — down 9.4% from $356M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BTT and 15 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 37 added.

The largest buyer was Stifel Financial, adding an estimated $6.17M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.24M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2022, down from 114 in Q4 2021.
  • Funds reported $323M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2022, down 9.4% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2022 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2022 was Stifel Financial, an estimated $6.17M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2022 was Rivernorth Capital Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.