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BlackRock Municipal 2030 Target Term Trust
BTT

114 hedge funds and large institutions have $339M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

1% more capital invested

Capital invested by funds: $336M → $339M (+$3.21M)

0.51% more ownership

Funds ownership: 18.54% → 19.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 115 → 114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.48M
2
WW
Waterfront Wealth
Kansas
+$2.7M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.83M
4
GCP
Gill Capital Partners
Colorado
+$1.55M
5
PPA
Parametric Portfolio Associates
Washington
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.77M
2
G
GenTrust
Florida
-$1.04M
3
Wells Fargo
Wells Fargo
California
-$930K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$821K
5
Citadel Advisors
Citadel Advisors
Florida
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
51
Cardan Capital Partners
Colorado
$755K +$5.51K +216 +0.7%
LWM
52
Laidlaw Wealth Management
New York
$740K – – –
SWP
53
Stratos Wealth Partners
Ohio
$696K -$49.7K -1,950 -7%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$690K -$130K -5,083 -16%
SP
55
Successful Portfolios
Florida
$674K -$5.76K -226 -0.8%
CPIG
56
Chicago Partners Investment Group
Illinois
$663K +$4.16K +163 +0.6%
EWA
57
Encompass Wealth Advisors
Oregon
$633K – – –
ST
58
Sentinel Trust
Texas
$579K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$564K -$76K -2,980 -12%
HKAM
60
Horizon Kinetics Asset Management
New York
$560K – – –
US Bancorp
61
US Bancorp
Minnesota
$550K +$5.69K +223 +1%
CAM
62
Covenant Asset Management
New Jersey
$532K – – –
BCM
63
Breiter Capital Management
Florida
$529K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$524K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$508K – – –
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$487K – – –
TS
67
Tamar Securities
California
$463K -$2.35K -92 -0.5%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$433K +$9.56K +375 +2%
IWP
69
Icon Wealth Partners
Texas
$428K – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$380K -$17.5K -685 -4%
FHA
71
First Horizon Advisors
Tennessee
$373K +$230 +9 +0.1%
Creative Planning
72
Creative Planning
Kansas
$362K – – –
WS
73
Wedbush Securities
California
$352K +$26.2K +1,026 +8%
KPWS
74
Kestra Private Wealth Services
Texas
$349K +$81.6K +3,200 +30%
SCM
75
Schnieders Capital Management
California
$299K – – –
1 2
3
4 5

BTT Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2021, worth a combined $339M — up 0.95% from $336M a quarter earlier.

Fund positioning in BTT was balanced in Q1 2021: 13 funds opened new positions, 13 closed out, 39 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.48M. The largest seller was Cohen & Steers, cutting an estimated $1.77M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2021, down from 115 in Q4 2020.
  • Funds reported $339M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2021 and 13 closed out, a net change of 0 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $3.48M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2021 was Cohen & Steers, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2021.