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BlackRock Municipal 2030 Target Term Trust
BTT

113 hedge funds and large institutions have $297M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 110 → 113 (+3)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 19.37% → 18.99% (-0.38%)

8% less capital invested

Capital invested by funds: $323M → $297M (-$25.8M)

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Covington Capital Management
California
+$3.16M
2
Morgan Stanley
Morgan Stanley
New York
+$2.93M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.43M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.56M
5
Bank of America
Bank of America
North Carolina
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.36M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.01M
3
XF
XML Financial
Maryland
-$4.21M
4
RCM
Rivernorth Capital Management
Florida
-$2.44M
5
Millennium Management
Millennium Management
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
26
LexAurum Advisors
Kansas
$1.99M -$54.5K -2,406 -3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.83M -$109K -4,827 -6%
ACMA
28
Arbor Capital Management (Alaska)
Alaska
$1.75M -$31K -1,370 -2%
LWM
29
Laidlaw Wealth Management
New York
$1.75M – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.73M +$295K +13,039 +20%
WW
31
Waterfront Wealth
Kansas
$1.6M +$240K +10,610 +17%
ASN
32
Advisory Services Network
Georgia
$1.38M -$55.8K -2,464 -4%
LDFR
33
Lehman & Derafelo Financial Resources
Pennsylvania
$1.34M -$293K -12,932 -18%
MFG
34
Merit Financial Group
Georgia
$1.31M +$1.34M +59,382 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.27M +$1.01M +44,644 +352%
PA
36
Pinnacle Associates
New York
$1.26M +$340 +15 +0%
TW
37
TrinityPoint Wealth
Connecticut
$1.12M -$45.7K -2,018 -4%
AIM
38
Anchor Investment Management
South Carolina
$1.1M +$45.3K +2,002 +4%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.06M -$10.4K -458 -0.9%
SIAP
40
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.01M -$260K -11,475 -20%
PAG
41
Private Advisor Group
New Jersey
$990K +$14.6K +646 +1%
JCM
42
Jacobi Capital Management
Pennsylvania
$983K +$95.2K +4,205 +10%
AFS
43
Access Financial Services
Minnesota
$935K +$955K +42,210 New
AHIA
44
Andrew Hill Investment Advisors
Florida
$830K – – –
OIM
45
Oder Investment Management
California
$815K +$27.6K +1,221 +3%
HCM
46
Harvey Capital Management
Florida
$748K – – –
TCA
47
Transcend Capital Advisors
New Jersey
$729K – – –
ST
48
Sentinel Trust
Texas
$727K – – –
First Trust Advisors
49
First Trust Advisors
Illinois
$719K -$35.8K -1,580 -5%
US Bancorp
50
US Bancorp
Minnesota
$687K +$355K +15,663 +102%
1
2
3 4 5

BTT Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2022, worth a combined $297M — down 8% from $323M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Covington Capital Management, adding an estimated $3.16M. The largest seller was Wells Fargo, cutting an estimated $6.36M.

  • 113 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2022, up from 110 in Q1 2022.
  • Funds reported $297M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2022, down 8% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2022 was Covington Capital Management, an estimated $3.16M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2022 was Wells Fargo, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2022.