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BlackRock Municipal 2030 Target Term Trust
BTT

106 hedge funds and large institutions have $295M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

2% more funds holding

Funds holding: 104 → 106 (+2)

1.91% more ownership

Funds ownership: 16.52% → 18.43% (+1.9%)

4% more capital invested

Capital invested by funds: $284M → $295M (+$11.1M)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
40
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12.8M
2
MSL
Mackay Shields LLC
New York
+$5.87M
3
Bank of America
Bank of America
North Carolina
+$4.55M
4
G
GenTrust
Florida
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.63M
2
WKWM
Walter & Keenan Wealth Management
Indiana
-$3.8M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$3.7M
4
LFAS
Level Four Advisory Services
Texas
-$2.04M
5
VanEck Associates
VanEck Associates
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$624K +$223K +9,350 +51%
HighTower Advisors
52
HighTower Advisors
Illinois
$600K -$9.9K -415 -2%
EWA
53
EP Wealth Advisors
California
$576K -$23.9K -1,000 -4%
EWM
54
Edge Wealth Management
New York
$521K -$21K -880 -4%
ST
55
Sentinel Trust
Texas
$517K +$544K +22,800 New
DAC
56
Dividend Assets Capital
South Carolina
$513K +$198K +8,300 +58%
US Bancorp
57
US Bancorp
Minnesota
$484K +$78.5K +3,288 +18%
CAM
58
Covenant Asset Management
New Jersey
$475K -$11.9K -500 -2%
BCM
59
Breiter Capital Management
Florida
$472K +$496K +20,800 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$458K -$108K -4,517 -18%
Creative Planning
61
Creative Planning
Kansas
$431K -$2.7K -113 -0.6%
SFWA
62
Summit Financial Wealth Advisors
Louisiana
$423K +$11.9K +500 +3%
IWP
63
Icon Wealth Partners
Texas
$382K – – –
FAM
64
Formidable Asset Management
Ohio
$361K +$379K +15,900 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$346K -$77.2K -3,235 -18%
COLIM
66
City of London Investment Management
United Kingdom
$325K – – –
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$310K -$835 -35 -0.3%
WS
68
Wedbush Securities
California
$288K +$644 +27 +0.2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$287K -$74.5K -3,120 -20%
GC
70
Guggenheim Capital
Illinois
$272K -$9.36K -392 -3%
SCM
71
Schnieders Capital Management
California
$267K -$5.37K -225 -2%
GP
72
Geneva Partners
Wisconsin
$266K +$1.41K +59 +0.5%
M&T Bank
73
M&T Bank
New York
$260K – – –
AWA
74
Arete Wealth Advisors
Illinois
$247K – – –
HIA
75
Harbor Investment Advisory
Maryland
$241K – – –
1 2
3
4 5

BTT Hedge Fund Activity: Q1 2020 in Review

106 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2020, worth a combined $295M — up 3.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTT positions and 11 closed out — a net gain of 6 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $4.63M.

  • 106 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2020, up from 104 in Q4 2019.
  • Funds reported $295M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 17 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2020 and 11 closed out, a net change of +6 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2020 was Wells Fargo, an estimated $12.8M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2020 was UBS Group, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2020.