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BlackRock Municipal 2030 Target Term Trust
BTT

107 hedge funds and large institutions have $287M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.8% more ownership

Funds ownership: 18.99% → 19.8% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $297M → $287M (-$9.72M)

5% less funds holding

Funds holding: 113 → 107 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
37
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$4.09M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
Bank of America
Bank of America
North Carolina
+$2.69M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.08M
5
VanEck Associates
VanEck Associates
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$2.1M
2
LWM
Laidlaw Wealth Management
New York
-$1.51M
3
MFG
Merit Financial Group
Georgia
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$957K
5
DAC
Dividend Assets Capital
South Carolina
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.85M +$11.9K +529 +0.6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.76M -$374K -16,649 -16%
LA
28
LexAurum Advisors
Kansas
$1.72M -$132K -5,866 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.7M +$110K +4,886 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.68M -$957K -42,662 -34%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.67M -$27.9K -1,245 -2%
ACMA
32
Arbor Capital Management (Alaska)
Alaska
$1.52M -$132K -5,904 -7%
ASN
33
Advisory Services Network
Georgia
$1.38M +$116K +5,156 +8%
TW
34
TrinityPoint Wealth
Connecticut
$1.03M -$9.49K -423 -0.8%
PA
35
Pinnacle Associates
New York
$1.02M -$166K -7,409 -13%
AIM
36
Anchor Investment Management
South Carolina
$1.02M +$45 +2 +0%
Osaic Holdings
37
Osaic Holdings
Arizona
$964K -$23.6K -1,051 -2%
SIAP
38
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$938K – – –
LDFR
39
Lehman & Derafelo Financial Resources
Pennsylvania
$926K -$342K -15,229 -25%
KIM
40
Karpus Investment Management
New York
$918K +$1M +44,721 New
PAG
41
Private Advisor Group
New Jersey
$916K -$1.73K -77 -0.2%
JCM
42
Jacobi Capital Management
Pennsylvania
$912K +$2.42K +108 +0.2%
JG
43
Jefferies Group
New York
$852K +$562K +25,050 +152%
OIM
44
Oder Investment Management
California
$836K +$89.2K +3,975 +11%
AHIA
45
Andrew Hill Investment Advisors
Florida
$773K +$4.49K +200 +0.5%
CHAM
46
Clear Harbor Asset Management
Connecticut
$675K +$462K +20,605 +168%
HCM
47
Harvey Capital Management
Florida
$668K -$26.9K -1,200 -4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$660K -$564K -25,160 -44%
Lido Advisors
49
Lido Advisors
California
$644K +$705K +31,426 New
TCA
50
Transcend Capital Advisors
New Jersey
$641K -$37.6K -1,675 -5%
1
2
3 4 5

BTT Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2022, worth a combined $287M — down 3.3% from $297M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BTT and 14 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was XML Financial, opening a new position worth an estimated $4.09M. The largest seller was Mackay Shields LLC, cutting an estimated $2.1M.

  • 107 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2022, down from 113 in Q2 2022.
  • Funds reported $287M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 14 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2022 and 19 closed out, a net change of -5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2022 was XML Financial, an estimated $4.09M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2022 was Mackay Shields LLC, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.