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BlackRock Municipal 2030 Target Term Trust
BTT

138 hedge funds and large institutions have $497M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

10% more funds holding

Funds holding: 125 → 138 (+13)

6% more capital invested

Capital invested by funds: $469M → $497M (+$28.4M)

3.72% more ownership

Funds ownership: 33.09% → 36.82% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
51
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$20.4M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$9.76M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$5.16M
4
KIM
Karpus Investment Management
New York
+$4.91M
5
COLIM
City of London Investment Management
United Kingdom
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$4.09M
2
RCM
Rivernorth Capital Management
Florida
-$4.07M
3
Bank of America
Bank of America
North Carolina
-$3.45M
4
Morgan Stanley
Morgan Stanley
New York
-$2.79M
5
LSC
Logan Stone Capital
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$4.26M -$1.12M -52,813 -20%
JCM
27
Jacobi Capital Management
Pennsylvania
$4.18M +$137K +6,490 +3%
Raymond James Financial
28
Raymond James Financial
Florida
$3.08M +$3.17M +149,542 New
BHPW
29
Beverly Hills Private Wealth
California
$3.03M +$203K +9,590 +7%
AAM
30
Advisors Asset Management
Colorado
$2.95M -$65K -3,071 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.91M +$577K +27,272 +24%
ECM
32
Elgethun Capital Management
South Dakota
$2.74M -$1.5K -71 -0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$2.67M -$183K -8,646 -6%
WW
34
Waterfront Wealth
Kansas
$2.41M +$98.5K +4,652 +4%
SA
35
Scarborough Advisors
Maryland
$2.39M +$2.46M +116,262 New
WKWM
36
Walter & Keenan Wealth Management
Indiana
$2.35M -$425K -20,090 -15%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$2.22M -$337K -15,930 -13%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.17M -$741 -35 -0%
EIA
39
Eldridge Investment Advisors
New Hampshire
$2.11M +$48.2K +2,274 +2%
MWM
40
Maltin Wealth Management
New Jersey
$2.08M +$741K +34,995 +53%
MC
41
Matisse Capital
Oregon
$2.07M +$1.08M +51,042 +103%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.07M +$2.13M +100,633 New
Ameriprise
43
Ameriprise
Minnesota
$1.83M -$18K -849 -0.9%
NMC
44
Nine Masts Capital
Hong Kong
$1.74M – – –
PAS
45
Park Avenue Securities
New York
$1.63M +$1.68M +79,348 New
GP
46
Gridiron Partners
Pennsylvania
$1.56M – – –
SA
47
Sanctuary Advisors
Indiana
$1.54M +$43.2K +2,041 +3%
DWM
48
Dakota Wealth Management
Florida
$1.46M +$347K +16,400 +30%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$572K +27,018 +64%
AIM
50
Anchor Investment Management
South Carolina
$1.4M +$783 +37 +0.1%
1
2
3 4 5

BTT Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2024, worth a combined $497M — up 6.1% from $469M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTT positions and 11 closed out — a net gain of 16 holders — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Almitas Capital, adding an estimated $20.4M. The largest seller was Stifel Financial, cutting an estimated $4.09M.

  • 138 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $497M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 27 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2024 and 11 closed out, a net change of +16 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2024 was Almitas Capital, an estimated $20.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2024 was Stifel Financial, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2024.