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BlackRock Municipal 2030 Target Term Trust
BTT

Overview Fund Activity

115 hedge funds and large institutions have $360M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-5
Holders Change %
-4.17%
% 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
12
Increased
43
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$32.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
KIM
3
Karpus Investment Management
New York
$30.7M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$1.85M
5
VanEck Associates
5
VanEck Associates
New York
$8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$34M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
XF
3
XML Financial
Maryland
$2.56M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.9M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Jacobi Capital Management
Pennsylvania
$2.31M +$1.17M +53,851 +102%
Ameriprise
27
Ameriprise
Minnesota
$2.07M +$153K +7,027 +8%
ST
28
Sentinel Trust
Texas
$2.06M – – –
MGIA
29
Moneta Group Investment Advisors
Missouri
$1.85M +$1.85M +84,991 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.8M -$79.3K -3,651 -4%
LA
31
LexAurum Advisors
Kansas
$1.74M -$63.7K -2,935 -4%
LSC
32
Logan Stone Capital
Illinois
$1.69M +$330K +15,180 +24%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.62M -$66.4K -3,058 -4%
CHAM
34
Clear Harbor Asset Management
Connecticut
$1.59M +$131K +6,015 +9%
ACMA
35
Arbor Capital Management (Alaska)
Alaska
$1.55M +$35.3K +1,647 +2%
ASN
36
Advisory Services Network
Georgia
$1.55M -$542K -24,938 -26%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.4M +$24.3K +1,121 +2%
PA
38
Pinnacle Associates
New York
$1.28M -$3.04K -140 -0.2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$173K -7,978 -13%
Cohen & Steers
40
Cohen & Steers
New York
$1.14M +$1.14M +52,263 New
JFG
41
Jefferies Financial Group
New York
$1.13M – – –
TW
42
TrinityPoint Wealth
Connecticut
$1.09M +$36.6K +1,683 +3%
AIM
43
Anchor Investment Management
South Carolina
$1.06M -$47.8K -2,199 -4%
OIM
44
Oder Investment Management
California
$994K +$25.7K +1,182 +3%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$948K +$393K +18,076 +71%
PAG
46
Private Advisor Group
New Jersey
$917K -$59K -2,717 -6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$743K +$293K +13,500 +65%
PAWA
48
Palo Alto Wealth Advisors
California
$732K -$244K -11,178 -25%
Lido Advisors
49
Lido Advisors
California
$683K +$22 +1 +0%
BCG
50
Breakwater Capital Group
New Jersey
$662K -$122K -5,638 -16%
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