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BlackRock Municipal 2030 Target Term Trust
BTT

121 hedge funds and large institutions have $407M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.9% less ownership

Funds ownership: 30.31% → 27.41% (-2.9%)

3% less funds holding

Funds holding: 125 → 121 (-4)

9% less capital invested

Capital invested by funds: $445M → $407M (-$38M)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
37
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$5.1M
2
ST
Sentinel Trust
Texas
+$2.02M
3
NMC
Nine Masts Capital
Hong Kong
+$1.15M
4
AAM
Advisors Asset Management
Colorado
+$742K
5
RP
Riverbridge Partners
Minnesota
+$700K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$34.1M
2
LSC
Logan Stone Capital
Illinois
-$5.36M
3
1CP
1607 Capital Partners
Virginia
-$2.04M
4
AC
Almitas Capital
California
-$1.81M
5
LCM
Landscape Capital Management
New Jersey
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$2.95M -$345K -16,360 -10%
AWA
27
Amplius Wealth Advisors
Pennsylvania
$2.76M -$109K -5,191 -4%
LCM
28
Landscape Capital Management
New Jersey
$2.67M -$1.3M -61,882 -33%
WW
29
Waterfront Wealth
Kansas
$2.38M -$57.2K -2,718 -2%
RJA
30
Raymond James & Associates
Florida
$2.35M -$104K -4,938 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.33M +$152K +7,237 +7%
Ameriprise
32
Ameriprise
Minnesota
$2.04M -$126K -5,991 -6%
GCP
33
Gill Capital Partners
Colorado
$1.76M -$54.8K -2,602 -3%
EIA
34
Eldridge Investment Advisors
New Hampshire
$1.63M +$137K +6,484 +9%
GP
35
Gridiron Partners
Pennsylvania
$1.6M – – –
HC
36
Hara Capital
Washington
$1.48M +$227K +10,800 +18%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.47M +$128K +6,077 +10%
RVPG
38
Relative Value Partners Group
$1.41M -$45K -2,139 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.38M +$164K +7,792 +14%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$58K +2,756 +5%
AIM
41
Anchor Investment Management
South Carolina
$1.3M +$81.1K +3,852 +7%
LA
42
LexAurum Advisors
Kansas
$1.3M -$283K -13,434 -18%
BHPW
43
Beverly Hills Private Wealth
California
$1.29M +$536K +25,452 +71%
PA
44
Pinnacle Associates
New York
$1.2M +$274 +13 +0%
NMC
45
Nine Masts Capital
Hong Kong
$1.15M +$1.15M +54,742 New
DWM
46
Dakota Wealth Management
Florida
$1.15M – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.1M +$9.44K +448 +0.9%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.1M -$139K -6,587 -11%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$140K +6,669 +16%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.02M +$359K +17,054 +54%
1
2
3 4 5

BTT Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2024, worth a combined $407M — down 8.5% from $445M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BTT and 10 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 37 added.

The largest buyer was City of London Investment Management, adding an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $34.1M.

  • 121 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2024, down from 125 in Q4 2023.
  • Funds reported $407M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2024, down 8.5% quarter-over-quarter.
  • 10 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2024 was City of London Investment Management, an estimated $5.1M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2024 was Morgan Stanley, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2024.