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BlackRock Municipal 2030 Target Term Trust
BTT

113 hedge funds and large institutions have $354M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 24.56% → 25.92% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $360M → $354M (-$5.72M)

4% less funds holding

Funds holding: 118 → 113 (-5)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
35
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.29M
2
RCM
Rivernorth Capital Management
Florida
+$6.37M
3
PFO
Pathstone Family Office
New Jersey
+$4.48M
4
MFG
Merit Financial Group
Georgia
+$4.15M
5
AA
AQR Arbitrage
Connecticut
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.14M
2
Cohen & Steers
Cohen & Steers
New York
-$1.55M
3
ACMA
Arbor Capital Management (Alaska)
Alaska
-$1.5M
4
WCM
WealthBridge Capital Management
Ohio
-$1.37M
5
Bank of America
Bank of America
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
WW
26
Waterfront Wealth
Kansas
$2.38M -$26.5K -1,296 -1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.95M -$66.2K -3,235 -3%
Ameriprise
28
Ameriprise
Minnesota
$1.81M -$47.2K -2,306 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.69M +$348K +17,014 +24%
LA
30
LexAurum Advisors
Kansas
$1.53M -$30K -1,466 -2%
1CP
31
1607 Capital Partners
Virginia
$1.4M +$627K +30,632 +74%
AAM
32
Advisors Asset Management
Colorado
$1.38M +$469K +22,914 +48%
RCM
33
Robinson Capital Management
Michigan
$1.36M +$1.43M +70,029 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.27M +$32.6K +1,593 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.22M -$127K -6,209 -9%
ASN
36
Advisory Services Network
Georgia
$1.16M -$143K -6,965 -10%
PA
37
Pinnacle Associates
New York
$1.15M -$25.5K -1,246 -2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$1.17M +57,109 New
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.08M -$130K -6,373 -10%
MGIA
40
Moneta Group Investment Advisors
Missouri
$1.06M -$578K -28,249 -34%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.05M -$200K -9,754 -15%
AIM
42
Anchor Investment Management
South Carolina
$1.03M +$94.5K +4,618 +10%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.03M +$177K +8,664 +19%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$996K -$217K -10,624 -17%
Citadel Advisors
45
Citadel Advisors
Florida
$932K +$983K +48,027 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$911K +$553K +27,026 +136%
EWA
47
EP Wealth Advisors
California
$879K +$927K +45,304 New
LSC
48
Logan Stone Capital
Illinois
$848K +$894K +43,674 New
OIM
49
Oder Investment Management
California
$840K -$24.3K -1,188 -3%
DWM
50
Dakota Wealth Management
Florida
$815K +$594K +29,000 +223%
1
2
3 4 5

BTT Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2023, worth a combined $354M — down 1.6% from $360M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BTT and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 35 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $5.14M.

  • 113 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $354M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2023 and 18 closed out, a net change of -5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2023 was Karpus Investment Management, an estimated $7.29M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2023 was Morgan Stanley, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2023.