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BlackRock Municipal 2030 Target Term Trust
BTT

115 hedge funds and large institutions have $336M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104 → 115 (+11)

2% more capital invested

Capital invested by funds: $328M → $336M (+$8.09M)

0.05% less ownership

Funds ownership: 18.59% → 18.54% (-0.05%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GCP
Gill Capital Partners
Colorado
+$1.34M
2
Bank of America
Bank of America
North Carolina
+$1.34M
3
V
Veritable
Delaware
+$1.28M
4
NCM
Narwhal Capital Management
Georgia
+$1.03M
5
HCM
Harvey Capital Management
Florida
+$965K

Top Sellers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
-$5.46M
2
Cohen & Steers
Cohen & Steers
New York
-$1.36M
3
Wells Fargo
Wells Fargo
California
-$1.23M
4
IAP
Indie Asset Partners
Indiana
-$1.1M
5
PPA
Parametric Portfolio Associates
Washington
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$748K +$730K +29,110 New
Citadel Advisors
52
Citadel Advisors
Florida
$715K +$698K +27,840 New
SP
53
Successful Portfolios
Florida
$687K – – –
TCA
54
Transcend Capital Advisors
New Jersey
$659K +$282K +11,231 +78%
CPIG
55
Chicago Partners Investment Group
Illinois
$653K -$94.6K -3,773 -13%
HighTower Advisors
56
HighTower Advisors
Illinois
$646K +$47K +1,873 +8%
EWA
57
Encompass Wealth Advisors
Oregon
$627K +$612K +24,400 New
ST
58
Sentinel Trust
Texas
$586K – – –
HKAM
59
Horizon Kinetics Asset Management
New York
$566K – – –
US Bancorp
60
US Bancorp
Minnesota
$550K -$3.53K -141 -0.7%
CAM
61
Covenant Asset Management
New Jersey
$538K – – –
BCM
62
Breiter Capital Management
Florida
$534K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$529K – – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$514K – – –
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$474K – – –
TS
66
Tamar Securities
California
$470K -$27.4K -1,092 -6%
IWP
67
Icon Wealth Partners
Texas
$432K – – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$428K +$12.5K +500 +3%
RVPG
69
Relative Value Partners Group
$414K -$3.23K -129 -0.8%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$402K -$6.77K -270 -2%
FHA
71
First Horizon Advisors
Tennessee
$376K +$50.1K +2,000 +16%
COLIM
72
City of London Investment Management
United Kingdom
$367K – – –
Creative Planning
73
Creative Planning
Kansas
$366K – – –
WS
74
Wedbush Securities
California
$329K +$5.62K +224 +2%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$327K +$269K +10,750 +538%
1 2
3
4 5

BTT Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2020, worth a combined $336M — up 2.5% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BTT positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Gill Capital Partners, adding an estimated $1.34M. The largest seller was Biltmore Capital Advisors, cutting an estimated $5.46M.

  • 115 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2020, up from 104 in Q3 2020.
  • Funds reported $336M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2020, up 2.5% quarter-over-quarter.
  • 18 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2020 was Gill Capital Partners, an estimated $1.34M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2020 was Biltmore Capital Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2020.