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BlackRock Municipal 2030 Target Term Trust
BTT

64 hedge funds and large institutions have $178M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

1.04% less ownership

Funds ownership: 12.21% → 11.17% (-1%)

5% less capital invested

Capital invested by funds: $188M → $178M (-$9.8M)

6% less funds holding

Funds holding: 68 → 64 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.26M
2
Morgan Stanley
Morgan Stanley
New York
+$2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.82M
4
LPL Financial
LPL Financial
California
+$851K
5
SWP
Stratos Wealth Partners
Ohio
+$350K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.9M
2
PCP
Proficio Capital Partners
Massachusetts
-$2.58M
3
RJA
Raymond James & Associates
Florida
-$2.21M
4
UBS Group
UBS Group
Switzerland
-$1.05M
5
SG Americas Securities
SG Americas Securities
New York
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$166K -$37.3K -1,660 -18%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$154K +$107K +4,776 +236%
CG
53
Cutler Group
California
$131K – – –
CHC
54
City Holding Co
West Virginia
$129K – – –
AG
55
Advisor Group
Arizona
$118K +$26.8K +1,192 +30%
LCM
56
Liberty Capital Management
Michigan
$91K – – –
EWM
57
Edge Wealth Management
New York
$73K +$72.8K +3,237 New
TIM
58
Tortoise Investment Management
New York
$45K -$236K -10,500 -84%
IA
59
IFP Advisors
Florida
$35K – – –
SEI Investments
60
SEI Investments
Pennsylvania
$27K +$27K +1,200 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26.2K +1,166 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$12K – – –
WA
63
WFG Advisors
Texas
$9K – – –
HWM
64
Holloway Wealth Management
Florida
$8K – – –
PCP
65
Proficio Capital Partners
Massachusetts
– -$2.58M -118,047 Closed
Millennium Management
66
Millennium Management
New York
– -$442K -20,261 Closed
LCM
67
Landscape Capital Management
New Jersey
– -$441K -20,185 Closed
IWA
68
IBEX Wealth Advisors
New Jersey
– -$46K -2,053 Closed
FHA
69
First Horizon Advisors
Tennessee
– -$49K -2,000 Closed
MBT
70
Montecito Bank & Trust
California
– -$34K -1,535 Closed
TJHA
71
Thomas J. Herzfeld Advisors
Florida
– -$27K -1,241 Closed
SFS
72
Sowell Financial Services
Arkansas
– -$27K -1,200 Closed
NFG
73
Next Financial Group
Texas
– -$21K -970 Closed
1 2
3

BTT Hedge Fund Activity: Q1 2017 in Review

64 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2017, worth a combined $178M — down 5.2% from $188M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BTT and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $2.26M. The largest seller was Wells Fargo, cutting an estimated $16.9M.

  • 64 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2017, down from 68 in Q4 2016.
  • Funds reported $178M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2017, down 5.2% quarter-over-quarter.
  • 6 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2017 was Ameriprise, an estimated $2.26M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2017 was Wells Fargo, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2017.