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BlackRock Municipal 2030 Target Term Trust
BTT

110 hedge funds and large institutions have $352M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $339M → $352M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 19.04% → 19.01% (-0.04%)

4% less funds holding

Funds holding: 114 → 110 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
39
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.28M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.71M
3
VanEck Associates
VanEck Associates
New York
+$1.56M
4
6M
6 Meridian
Kansas
+$1.55M
5
LWM
Laidlaw Wealth Management
New York
+$868K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.74M
2
BCA
Biltmore Capital Advisors
New Jersey
-$1.85M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
IAP
Indie Asset Partners
Indiana
-$1.08M
5
MSL
Mackay Shields LLC
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$767K +$47.8K +1,850 +7%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$712K – – –
SP
53
Successful Portfolios
Florida
$695K – – –
CPIG
54
Chicago Partners Investment Group
Illinois
$676K +$4.16K +161 +0.6%
EWA
55
Encompass Wealth Advisors
Oregon
$640K – – –
ST
56
Sentinel Trust
Texas
$598K – – –
OIM
57
Oder Investment Management
California
$589K +$303K +11,740 +110%
HighTower Advisors
58
HighTower Advisors
Illinois
$583K +$750 +29 +0.1%
HKAM
59
Horizon Kinetics Asset Management
New York
$578K – – –
US Bancorp
60
US Bancorp
Minnesota
$568K – – –
CAM
61
Covenant Asset Management
New Jersey
$550K – – –
BCM
62
Breiter Capital Management
Florida
$546K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$541K +$284 +11 +0.1%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$529K +$31.7K +1,225 +6%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$527K – – –
TS
66
Tamar Securities
California
$478K +$181 +7 +0%
IWP
67
Icon Wealth Partners
Texas
$441K – – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$438K -$9.69K -375 -2%
WAM
69
Wolverine Asset Management
Illinois
$424K +$400K +15,488 +2,288%
ACA
70
Ackerman Capital Advisors
Texas
$390K +$385K +14,882 New
Creative Planning
71
Creative Planning
Kansas
$374K – – –
WS
72
Wedbush Securities
California
$370K +$7.16K +277 +2%
KPWS
73
Kestra Private Wealth Services
Texas
$361K +$155 +6 +0%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$354K -$38.2K -1,478 -10%
FHA
75
First Horizon Advisors
Tennessee
$332K -$51.9K -2,009 -14%
1 2
3
4 5

BTT Hedge Fund Activity: Q2 2021 in Review

110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2021, worth a combined $352M — up 3.7% from $339M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BTT and 6 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 39 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.28M. The largest seller was Wells Fargo, cutting an estimated $2.74M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2021, down from 114 in Q1 2021.
  • Funds reported $352M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2021 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $4.28M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2021 was Wells Fargo, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2021.