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BlackRock Municipal 2030 Target Term Trust
BTT

113 hedge funds and large institutions have $297M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 110 → 113 (+3)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 19.37% → 18.99% (-0.38%)

8% less capital invested

Capital invested by funds: $323M → $297M (-$25.8M)

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Covington Capital Management
California
+$3.16M
2
Morgan Stanley
Morgan Stanley
New York
+$2.93M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.43M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.56M
5
Bank of America
Bank of America
North Carolina
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.36M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.01M
3
XF
XML Financial
Maryland
-$4.21M
4
RCM
Rivernorth Capital Management
Florida
-$2.44M
5
Millennium Management
Millennium Management
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$679K +$3.15K +139 +0.5%
DAC
52
Dividend Assets Capital
South Carolina
$678K – – –
SP
53
Successful Portfolios
Florida
$574K -$4.53K -200 -0.8%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$566K -$99.7K -4,406 -15%
EWA
55
Encompass Wealth Advisors
Oregon
$540K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$525K +$223K +9,864 +71%
CAM
57
Covenant Asset Management
New Jersey
$464K – – –
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$463K +$3.37K +149 +0.7%
SWP
59
Stratos Wealth Partners
Ohio
$457K -$9.6K -424 -2%
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$456K – – –
RCM
61
Rivernorth Capital Management
Florida
$447K -$2.44M -107,774 -84%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$446K – – –
IWC
63
Integrated Wealth Concepts
Massachusetts
$439K +$521 +23 +0.1%
OFG
64
OTA Financial Group
New York
$402K +$156K +6,894 +61%
TS
65
Tamar Securities
California
$393K -$11.1K -491 -3%
IWP
66
Icon Wealth Partners
Texas
$373K – – –
JG
67
Jefferies Group
New York
$364K +$372K +16,448 New
Creative Planning
68
Creative Planning
Kansas
$360K – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$319K +$1.18K +52 +0.4%
KAS
70
Kestra Advisory Services
Texas
$317K -$288K -12,718 -47%
FAM
71
Formidable Asset Management
Ohio
$297K +$22.6K +1,000 +8%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$296K +$302K +13,349 New
KPWS
73
Kestra Private Wealth Services
Texas
$291K -$15.1K -666 -5%
HKAM
74
Horizon Kinetics Asset Management
New York
$287K -$206K -9,100 -41%
Truist Financial
75
Truist Financial
North Carolina
$287K -$45.1K -1,991 -13%
1 2
3
4 5

BTT Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2022, worth a combined $297M — down 8% from $323M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Covington Capital Management, adding an estimated $3.16M. The largest seller was Wells Fargo, cutting an estimated $6.36M.

  • 113 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2022, up from 110 in Q1 2022.
  • Funds reported $297M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2022, down 8% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2022 was Covington Capital Management, an estimated $3.16M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2022 was Wells Fargo, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2022.