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BlackRock Municipal 2030 Target Term Trust
BTT

95 hedge funds and large institutions have $271M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

4% more capital invested

Capital invested by funds: $261M → $271M (+$10.2M)

0% more funds holding

Funds holding: 95 → 95 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.81% less ownership

Funds ownership: 18.03% → 17.22% (-0.81%)

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
37
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
+$10.7M
2
Wells Fargo
Wells Fargo
California
+$2.7M
3
Bank of America
Bank of America
North Carolina
+$2.26M
4
FFA
First Foundation Advisors
California
+$1.04M
5
PPA
Parametric Portfolio Associates
Washington
+$535K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13M
2
CRC
Curi RMB Capital
Illinois
-$2.93M
3
LCM
Landscape Capital Management
New Jersey
-$2.48M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.4M
5
KIM
Karpus Investment Management
New York
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$470K -$8.95K -410 -2%
WAM
52
Wolverine Asset Management
Illinois
$459K -$1.68M -77,013 -79%
LPL Financial
53
LPL Financial
California
$455K +$11K +505 +3%
AA
54
AQR Arbitrage
Connecticut
$382K -$1.03M -46,991 -73%
IWP
55
Icon Wealth Partners
Texas
$374K – – –
SFWA
56
Summit Financial Wealth Advisors
Louisiana
$361K +$21.8K +1,000 +7%
LA
57
LexAurum Advisors
Kansas
$353K +$74.7K +3,424 +28%
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$349K – – –
FM
59
Family Management
New York
$345K +$339K +15,509 New
GP
60
Geneva Partners
Wisconsin
$341K +$1.59K +73 +0.5%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$337K +$39.4K +1,803 +14%
Creative Planning
62
Creative Planning
Kansas
$323K -$32.7K -1,500 -9%
SCM
63
Schnieders Capital Management
California
$280K – – –
FIA
64
FNY Investment Advisers
New York
$276K +$271K +12,432 New
WS
65
Wedbush Securities
California
$260K +$524 +24 +0.2%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$259K +$109K +5,000 +75%
US Bancorp
67
US Bancorp
Minnesota
$248K – – –
AWA
68
Arete Wealth Advisors
Illinois
$242K +$238K +10,900 New
CAMG
69
CWA Asset Management Group
Florida
$242K +$238K +10,900 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$202K +$168K +7,694 New
HH
71
Hilltop Holdings
Texas
$202K +$199K +9,100 New
TIM
72
Tortoise Investment Management
New York
$190K -$54.6K -2,500 -23%
Cohen & Steers
73
Cohen & Steers
New York
$161K – – –
SMFS
74
Squar Milner Financial Services
California
$126K +$124K +5,684 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$103K +$14.1K +644 +16%
1 2
3
4 5

BTT Hedge Fund Activity: Q1 2019 in Review

95 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2019, worth a combined $271M — up 3.9% from $261M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BTT positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $10.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $13M.

  • 95 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $271M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2019, up 3.9% quarter-over-quarter.
  • 16 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2019 was Biltmore Capital Advisors, an estimated $10.7M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2019 was Rivernorth Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.