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BlackRock Municipal 2030 Target Term Trust
BTT

118 hedge funds and large institutions have $360M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 115 → 118 (+3)

0.95% more ownership

Funds ownership: 23.61% → 24.56% (+0.95%)

0% less capital invested

Capital invested by funds: $360M → $360M (-$260K)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
32
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$7.85M
2
Morgan Stanley
Morgan Stanley
New York
+$4.95M
3
MFG
Merit Financial Group
Georgia
+$4.21M
4
KIM
Karpus Investment Management
New York
+$2.55M
5
AAM
Advisors Asset Management
Colorado
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.34M
2
XF
XML Financial
Maryland
-$2.25M
3
LSC
Logan Stone Capital
Illinois
-$1.69M
4
CHAM
Clear Harbor Asset Management
Connecticut
-$1.59M
5
WCM
WealthBridge Capital Management
Ohio
-$728K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.16M -$319K -15,159 -13%
Ameriprise
27
Ameriprise
Minnesota
$1.98M +$63 +3 +0%
MGIA
28
Moneta Group Investment Advisors
Missouri
$1.72M -$43.9K -2,085 -2%
LA
29
LexAurum Advisors
Kansas
$1.67M +$1.26K +60 +0.1%
Cohen & Steers
30
Cohen & Steers
New York
$1.55M +$471K +22,332 +43%
ACMA
31
Arbor Capital Management (Alaska)
Alaska
$1.5M -$12.5K -593 -0.8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.45M -$101K -4,815 -6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.44M -$60.2K -2,859 -4%
ASN
34
Advisory Services Network
Georgia
$1.39M -$99.7K -4,734 -7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.33M -$399K -18,916 -23%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.33M -$15.1K -715 -1%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$392K +18,590 +43%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$138K +6,539 +12%
PA
39
Pinnacle Associates
New York
$1.25M +$30.2K +1,431 +2%
JFG
40
Jefferies Financial Group
New York
$1.08M – – –
AIM
41
Anchor Investment Management
South Carolina
$1.01M +$42 +2 +0%
AAM
42
Advisors Asset Management
Colorado
$1,000K +$1.01M +48,108 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$924K +$937K +44,480 New
OIM
44
Oder Investment Management
California
$924K -$28.1K -1,332 -3%
PAG
45
Private Advisor Group
New Jersey
$881K +$4.13K +196 +0.5%
1CP
46
1607 Capital Partners
Virginia
$859K +$871K +41,343 New
TW
47
TrinityPoint Wealth
Connecticut
$852K -$194K -9,228 -18%
PAWA
48
Palo Alto Wealth Advisors
California
$662K -$38.8K -1,840 -5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$638K -$73.7K -3,500 -10%
LCM
50
Landscape Capital Management
New Jersey
$573K +$239K +11,342 +70%
1
2
3 4 5

BTT Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2023, worth a combined $360M — down 0.07% from $360M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BTT positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.85M. The largest seller was Bank of America, cutting an estimated $3.34M.

  • 118 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2023, up from 115 in Q1 2023.
  • Funds reported $360M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2023, down 0.07% quarter-over-quarter.
  • 16 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $7.85M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2023 was Bank of America, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2023.