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BlackRock Municipal 2030 Target Term Trust
BTT

125 hedge funds and large institutions have $445M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $354M → $445M (+$90.5M)

11% more funds holding

Funds holding: 113 → 125 (+12)

4.39% more ownership

Funds ownership: 25.92% → 30.31% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
37
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.2M
2
KIM
Karpus Investment Management
New York
+$12.5M
3
LSC
Logan Stone Capital
Illinois
+$11.8M
4
1CP
1607 Capital Partners
Virginia
+$4.05M
5
COLIM
City of London Investment Management
United Kingdom
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.67M
2
GCP
Gill Capital Partners
Colorado
-$2.36M
3
UBS Group
UBS Group
Switzerland
-$1.77M
4
RCM
Robinson Capital Management
Michigan
-$1.36M
5
WCM
WealthBridge Capital Management
Ohio
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.25M +$496K +24,705 +19%
AWA
27
Amplius Wealth Advisors
Pennsylvania
$2.84M -$267K -13,311 -9%
WW
28
Waterfront Wealth
Kansas
$2.47M -$86.1K -4,287 -3%
RJA
29
Raymond James & Associates
Florida
$2.42M -$936K -46,592 -29%
AAM
30
Advisors Asset Management
Colorado
$2.41M +$903K +44,925 +63%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.15M +$331K +16,491 +19%
Ameriprise
32
Ameriprise
Minnesota
$2.14M +$193K +9,613 +10%
GCP
33
Gill Capital Partners
Colorado
$1.84M -$2.36M -117,606 -57%
AC
34
Almitas Capital
California
$1.81M +$1.08M +53,715 +161%
GP
35
Gridiron Partners
Pennsylvania
$1.58M +$1.52M +75,855 New
LA
36
LexAurum Advisors
Kansas
$1.56M -$78.3K -3,895 -5%
EIA
37
Eldridge Investment Advisors
New Hampshire
$1.48M +$1.42M +70,916 New
RVPG
38
Relative Value Partners Group
$1.42M +$1.37M +68,282 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.32M -$37.6K -1,870 -3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$52.3K +2,604 +5%
ASN
41
Advisory Services Network
Georgia
$1.24M -$3.33K -166 -0.3%
HC
42
Hara Capital
Washington
$1.24M +$1.2M +59,509 New
WAM
43
Weiss Asset Management
Massachusetts
$1.24M +$1.19M +59,395 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.23M -$836K -41,610 -41%
AIM
45
Anchor Investment Management
South Carolina
$1.21M +$95.6K +4,758 +9%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.2M -$106K -5,272 -8%
PA
47
Pinnacle Associates
New York
$1.19M -$39.4K -1,961 -3%
DWM
48
Dakota Wealth Management
Florida
$1.13M +$251K +12,500 +30%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.08M -$22.7K -1,131 -2%
MGIA
50
Moneta Group Investment Advisors
Missouri
$1.05M -$80.7K -4,017 -7%
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BTT Hedge Fund Activity: Q4 2023 in Review

125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2023, worth a combined $445M — up 26% from $354M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTT positions and 12 closed out — a net gain of 14 holders — while 37 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $3.67M.

  • 125 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $445M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2023, up 26% quarter-over-quarter.
  • 26 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2023 and 12 closed out, a net change of +14 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2023 was Morgan Stanley, an estimated $26.2M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2023 was Bank of America, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2023.