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BlackRock Municipal 2030 Target Term Trust
BTT

86 hedge funds and large institutions have $206M invested in BlackRock Municipal 2030 Target Term Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

4% more funds holding

Funds holding: 83 → 86 (+3)

0% more capital invested

Capital invested by funds: $206M → $206M (+$352K)

0.11% less ownership

Funds ownership: 13.71% → 13.6% (-0.11%)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.94M
2
Bank of America
Bank of America
North Carolina
+$1.41M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
4
V
Veritable
Delaware
+$431K
5
Northern Trust
Northern Trust
Illinois
+$353K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$3.03M
2
6M
6 Meridian
Kansas
-$1.74M
3
LCM
Landscape Capital Management
New Jersey
-$1.07M
4
CRC
Curi RMB Capital
Illinois
-$1M
5
UBS Group
UBS Group
Switzerland
-$718K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$298K – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$293K +$290K +13,568 New
SCM
53
Schnieders Capital Management
California
$289K – – –
US Bancorp
54
US Bancorp
Minnesota
$268K – – –
PAG
55
Private Advisor Group
New Jersey
$264K +$261K +12,237 New
LA
56
LexAurum Advisors
Kansas
$258K +$25.4K +1,187 +11%
WS
57
Wedbush Securities
California
$233K -$14.6K -684 -6%
Millennium Management
58
Millennium Management
New York
$218K +$216K +10,119 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$172K – – –
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$170K -$100K -4,682 -37%
Cohen & Steers
61
Cohen & Steers
New York
$156K – – –
UBS AM
62
UBS AM
Illinois
$119K – – –
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$113K -$107K -5,000 -49%
APA
64
American Portfolios Advisors
New York
$112K – – –
CHC
65
City Holding Co
West Virginia
$109K – – –
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$108K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$104K – – –
WT
68
Washington Trust
Rhode Island
$54K +$53.4K +2,500 New
SMFS
69
Squar Milner Financial Services
California
$53K +$52.7K +2,466 New
CCM
70
Covington Capital Management
California
$49K – – –
SWM
71
SeaCrest Wealth Management
New York
$44K +$107 +5 +0.2%
WWM
72
Willingdon Wealth Management
North Carolina
$44K +$385 +18 +0.9%
RFC
73
Regions Financial Corp
Alabama
$43K +$42.7K +2,000 New
QCIG
74
Quad-Cities Investment Group
Iowa
$34K +$34.2K +1,600 New
PCM
75
Princeton Capital Management
New Jersey
$32K – – –
1 2
3
4

BTT Hedge Fund Activity: Q2 2018 in Review

86 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2018, worth a combined $206M — up 0.17% from $206M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTT positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.94M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.03M.

  • 86 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2018, up from 83 in Q1 2018.
  • Funds reported $206M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2018, up 0.17% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2018 and 10 closed out, a net change of +3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2018 was Wells Fargo, an estimated $2.94M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2018 was Rivernorth Capital Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2018.