We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust
BTT

89 hedge funds and large institutions have $194M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

24% more funds holding

Funds holding: 72 → 89 (+17)

6% more capital invested

Capital invested by funds: $184M → $194M (+$10.6M)

0.85% more ownership

Funds ownership: 11.48% → 12.32% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
35
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.25M
3
LCM
Landscape Capital Management
New Jersey
+$1.24M
4
NMC
Nine Masts Capital
Hong Kong
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.62M
2
MLL
Moody Lynn & Lieberson
Massachusetts
-$745K
3
NPC
National Planning Corporation
California
-$657K
4
WS
Wedbush Securities
California
-$449K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
HK
51
Horizon Kinetics
New York
$454K +$457K +20,310 New
PAG
52
Pinnacle Advisory Group
Maryland
$428K -$63.5K -2,825 -13%
Creative Planning
53
Creative Planning
Kansas
$389K +$8.99K +400 +2%
IWP
54
Icon Wealth Partners
Texas
$376K +$378K +16,825 New
SCA
55
Snowden Capital Advisors
New York
$371K +$540 +24 +0.1%
SCM
56
Schnieders Capital Management
California
$310K -$34.8K -1,550 -10%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$302K +$85.4K +3,800 +39%
AA
58
AQR Arbitrage
Connecticut
$298K +$300K +13,328 New
PAG
59
Private Advisor Group
New Jersey
$296K +$297K +13,198 New
WAM
60
Weiss Asset Management
Massachusetts
$294K +$296K +13,167 New
DA
61
Doliver Advisors
Texas
$282K -$1.62M -72,048 -85%
US Bancorp
62
US Bancorp
Minnesota
$278K -$45K -2,000 -14%
1SB
63
1ST Source Bank
Indiana
$270K -$10K -447 -4%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$254K +$255K +11,362 New
LA
65
LexAurum Advisors
Kansas
$238K +$242K +10,781 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$233K +$234K +10,426 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$229K – – –
TSS
68
Two Sigma Securities
New York
$215K +$217K +9,637 New
TIM
69
Tortoise Investment Management
New York
$209K +$166K +7,364 +368%
Cohen & Steers
70
Cohen & Steers
New York
$128K +$25.8K +1,148 +25%
UBS AM
71
UBS AM
Illinois
$123K +$124K +5,500 New
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$117K +$106K +4,700 +882%
APA
73
American Portfolios Advisors
New York
$116K +$117K +5,200 New
CHC
74
City Holding Co
West Virginia
$112K – – –
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$112K +$112K +5,000 New
1 2
3
4

BTT Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2017, worth a combined $194M — up 5.8% from $184M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTT positions and 9 closed out — a net gain of 17 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.64M. The largest seller was Doliver Advisors, cutting an estimated $1.62M.

  • 89 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $194M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 26 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2017 and 9 closed out, a net change of +17 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2017 was Wells Fargo, an estimated $1.64M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2017 was Doliver Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.