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BlackRock Municipal 2030 Target Term Trust
BTT

98 hedge funds and large institutions have $274M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

3% more funds holding

Funds holding: 95 → 98 (+3)

1% more capital invested

Capital invested by funds: $271M → $274M (+$2.88M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 17.22% → 16.85% (-0.37%)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
34
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.75M
2
Bank of America
Bank of America
North Carolina
+$1.12M
3
VanEck Associates
VanEck Associates
New York
+$943K
4
BCA
Biltmore Capital Advisors
New Jersey
+$641K
5
LA
LexAurum Advisors
Kansas
+$551K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.92M
2
KIM
Karpus Investment Management
New York
-$6.26M
3
UBS Group
UBS Group
Switzerland
-$564K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$518K
5
MIG
Mariner Investment Group
New York
-$422K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$530K -$518K -22,818 -50%
UR
52
USCA RIA
Texas
$519K – – –
CAM
53
Covenant Asset Management
New Jersey
$498K – – –
SWP
54
Stratos Wealth Partners
Ohio
$495K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$446K +$436K +19,223 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$419K +$409K +18,042 New
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$400K +$22.7K +1,000 +6%
IWP
58
Icon Wealth Partners
Texas
$391K – – –
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$364K – – –
Creative Planning
60
Creative Planning
Kansas
$363K +$24.9K +1,099 +8%
US Bancorp
61
US Bancorp
Minnesota
$333K +$72.7K +3,204 +29%
GP
62
Geneva Partners
Wisconsin
$324K -$31.2K -1,374 -9%
WS
63
Wedbush Securities
California
$296K +$23.5K +1,035 +9%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$291K +$20.1K +885 +8%
SCM
65
Schnieders Capital Management
California
$279K -$13.6K -600 -5%
LNC
66
Lincoln National Corp
Pennsylvania
$271K +$264K +11,654 New
AWA
67
Arete Wealth Advisors
Illinois
$253K – – –
CAMG
68
CWA Asset Management Group
Florida
$253K – – –
EWA
69
EP Wealth Advisors
California
$232K +$227K +10,000 New
GTAM
70
Global Trust Asset Management
Florida
$232K +$227K +10,007 New
HH
71
Hilltop Holdings
Texas
$211K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
TIM
73
Tortoise Investment Management
New York
$198K – – –
WAM
74
Wolverine Asset Management
Illinois
$190K -$282K -12,441 -60%
Cohen & Steers
75
Cohen & Steers
New York
$168K – – –
1 2
3
4

BTT Hedge Fund Activity: Q2 2019 in Review

98 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2019, worth a combined $274M — up 1.1% from $271M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BTT positions and 3 closed out — a net gain of 4 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.75M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.92M.

  • 98 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2019, up from 95 in Q1 2019.
  • Funds reported $274M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2019 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2019 was Wells Fargo, an estimated $3.75M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2019 was Rivernorth Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q2 2019.