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BlackRock Municipal 2030 Target Term Trust
BTT

109 hedge funds and large institutions have $340M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 19.01% → 18.89% (-0.11%)

1% less funds holding

Funds holding: 110 → 109 (-1)

3% less capital invested

Capital invested by funds: $352M → $340M (-$11.2M)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% 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
9
Increased
40
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$5.01M
2
NCM
Narwhal Capital Management
Georgia
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$2.39M
4
RCM
Rivernorth Capital Management
Florida
+$1.32M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.26M
2
Wells Fargo
Wells Fargo
California
-$5.61M
3
MSL
Mackay Shields LLC
New York
-$2.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.65M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$765K +$74.4K +2,838 +10%
SWP
52
Stratos Wealth Partners
Ohio
$747K – – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$734K +$753K +28,755 New
WAM
54
Wolverine Asset Management
Illinois
$728K +$324K +12,377 +77%
CPIG
55
Chicago Partners Investment Group
Illinois
$724K +$63.3K +2,417 +9%
SP
56
Successful Portfolios
Florida
$676K – – –
EWA
57
Encompass Wealth Advisors
Oregon
$622K – – –
OIM
58
Oder Investment Management
California
$588K +$16.1K +616 +3%
ST
59
Sentinel Trust
Texas
$582K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$566K +$760 +29 +0.1%
HKAM
61
Horizon Kinetics Asset Management
New York
$563K – – –
CAM
62
Covenant Asset Management
New Jersey
$535K – – –
BCM
63
Breiter Capital Management
Florida
$531K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$527K +$472 +18 +0.1%
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$515K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$514K – – –
US Bancorp
67
US Bancorp
Minnesota
$504K -$49.3K -1,882 -9%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$480K +$493K +18,825 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$474K +$487K +18,570 New
TS
70
Tamar Securities
California
$465K +$210 +8 +0%
IWP
71
Icon Wealth Partners
Texas
$429K – – –
Creative Planning
72
Creative Planning
Kansas
$415K +$52.4K +2,000 +14%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$413K -$13.1K -500 -3%
KPWS
74
Kestra Private Wealth Services
Texas
$353K +$1.86K +71 +0.5%
WS
75
Wedbush Securities
California
$336K -$25.2K -961 -7%
1 2
3
4 5

BTT Hedge Fund Activity: Q3 2021 in Review

109 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2021, worth a combined $340M — down 3.2% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTT positions and 8 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $5.01M. The largest seller was UBS Group, cutting an estimated $6.26M.

  • 109 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2021, down from 110 in Q2 2021.
  • Funds reported $340M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2021, down 3.2% quarter-over-quarter.
  • 9 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2021 was XML Financial, an estimated $5.01M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2021 was UBS Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2021.