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BlackRock Municipal 2030 Target Term Trust
BTT

114 hedge funds and large institutions have $356M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

5% more funds holding

Funds holding: 109 → 114 (+5)

5% more capital invested

Capital invested by funds: $340M → $356M (+$15.7M)

0.56% more ownership

Funds ownership: 18.89% → 19.45% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
43
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Narwhal Capital Management
Georgia
+$2.4M
2
Bank of America
Bank of America
North Carolina
+$1.27M
3
VanEck Associates
VanEck Associates
New York
+$720K
4
UBS Group
UBS Group
Switzerland
+$668K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$599K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$19.9M
2
FFA
First Foundation Advisors
California
-$1.76M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$734K
4
WAM
Wolverine Asset Management
Illinois
-$728K
5
PPA
Parametric Portfolio Associates
Washington
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
51
Dividend Assets Capital
South Carolina
$793K – – –
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K – – –
OIM
53
Oder Investment Management
California
$742K +$142K +5,539 +24%
CPIG
54
Chicago Partners Investment Group
Illinois
$697K +$4.72K +184 +0.7%
SP
55
Successful Portfolios
Florida
$682K -$5.13K -200 -0.8%
EWA
56
Encompass Wealth Advisors
Oregon
$633K – – –
ST
57
Sentinel Trust
Texas
$591K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
$572K – – –
CAM
59
Covenant Asset Management
New Jersey
$543K – – –
BCM
60
Breiter Capital Management
Florida
$539K – – –
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$537K +$1.46K +57 +0.3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$527K – – –
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$522K – – –
USCWA
64
U.S. Capital Wealth Advisors
Texas
$488K – – –
IWC
65
Integrated Wealth Concepts
Massachusetts
$482K +$667 +26 +0.1%
TS
66
Tamar Securities
California
$473K +$205 +8 +0%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$470K +$49.8K +1,942 +12%
US Bancorp
68
US Bancorp
Minnesota
$460K -$51.3K -2,000 -10%
IWP
69
Icon Wealth Partners
Texas
$436K – – –
Creative Planning
70
Creative Planning
Kansas
$421K – – –
WS
71
Wedbush Securities
California
$381K +$39.8K +1,553 +12%
HighTower Advisors
72
HighTower Advisors
Illinois
$371K -$204K -7,938 -36%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$359K +$33.6K +1,311 +10%
KPWS
74
Kestra Private Wealth Services
Texas
$356K -$2.62K -102 -0.7%
FHA
75
First Horizon Advisors
Tennessee
$328K – – –
1 2
3
4 5

BTT Hedge Fund Activity: Q4 2021 in Review

114 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2021, worth a combined $356M — up 4.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Narwhal Capital Management, adding an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $19.9M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $356M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2021 was Narwhal Capital Management, an estimated $2.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2021 was Wells Fargo, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2021.