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BlackRock Municipal 2030 Target Term Trust
BTT

110 hedge funds and large institutions have $323M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 19.45% → 19.37% (-0.08%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 114 → 110 (-4)

9% less capital invested

Capital invested by funds: $356M → $323M (-$33.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
37
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$6.17M
2
Bank of America
Bank of America
North Carolina
+$4.16M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.17M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.71M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.24M
2
MMA
Miracle Mile Advisors
California
-$4.41M
3
VanEck Associates
VanEck Associates
New York
-$2.84M
4
UBS Group
UBS Group
Switzerland
-$2.13M
5
MSL
Mackay Shields LLC
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
51
Sentinel Trust
Texas
$775K +$247K +10,000 +44%
DAC
52
Dividend Assets Capital
South Carolina
$723K – – –
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$708K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$699K +$513K +20,744 +234%
KAS
55
Kestra Advisory Services
Texas
$639K -$423K -17,118 -39%
CPIG
56
Chicago Partners Investment Group
Illinois
$638K +$5K +202 +0.7%
SP
57
Successful Portfolios
Florida
$617K -$4.95K -200 -0.8%
EWA
58
Encompass Wealth Advisors
Oregon
$577K – – –
HKAM
59
Horizon Kinetics Asset Management
New York
$521K – – –
SWP
60
Stratos Wealth Partners
Ohio
$498K -$635K -25,650 -55%
CAM
61
Covenant Asset Management
New Jersey
$495K – – –
BCM
62
Breiter Capital Management
Florida
$492K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$490K +$717 +29 +0.1%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$477K – – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$476K +$498K +20,131 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$468K +$30K +1,213 +7%
TS
67
Tamar Securities
California
$431K +$198 +8 +0%
IWP
68
Icon Wealth Partners
Texas
$398K – – –
Creative Planning
69
Creative Planning
Kansas
$384K – – –
US Bancorp
70
US Bancorp
Minnesota
$363K -$59.4K -2,400 -14%
Truist Financial
71
Truist Financial
North Carolina
$353K +$177K +7,158 +92%
HighTower Advisors
72
HighTower Advisors
Illinois
$339K +$792 +32 +0.2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$327K – – –
KPWS
74
Kestra Private Wealth Services
Texas
$327K +$2.57K +104 +0.8%
WS
75
Wedbush Securities
California
$326K -$22.7K -919 -6%
1 2
3
4 5

BTT Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2022, worth a combined $323M — down 9.4% from $356M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BTT and 15 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 37 added.

The largest buyer was Stifel Financial, adding an estimated $6.17M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.24M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2022, down from 114 in Q4 2021.
  • Funds reported $323M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2022, down 9.4% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2022 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2022 was Stifel Financial, an estimated $6.17M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2022 was Rivernorth Capital Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.