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BlackRock Municipal 2030 Target Term Trust
BTT

120 hedge funds and large institutions have $341M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $287M → $341M (+$53.6M)

12% more funds holding

Funds holding: 107 → 120 (+13)

2.96% more ownership

Funds ownership: 19.8% → 22.76% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
34
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$25.3M
2
RCM
Rivernorth Capital Management
Florida
+$21.4M
3
Cerity Partners
Cerity Partners
New York
+$2.99M
4
MFG
Merit Financial Group
Georgia
+$1.88M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.94M
2
GP
Geneva Partners
Wisconsin
-$2.59M
3
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$938K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$910K
5
Stifel Financial
Stifel Financial
Missouri
-$718K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
51
Lido Advisors
California
$669K – – –
CPIG
52
Chicago Partners Investment Group
Illinois
$594K +$4K +190 +0.7%
LCM
53
Landscape Capital Management
New Jersey
$549K +$321K +15,250 +144%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$544K +$538K +25,575 New
EWA
55
Encompass Wealth Advisors
Oregon
$519K – – –
SP
56
Successful Portfolios
Florida
$507K -$16.8K -800 -3%
CAM
57
Covenant Asset Management
New Jersey
$465K +$19.1K +910 +4%
First Trust Advisors
58
First Trust Advisors
Illinois
$458K -$115K -5,491 -20%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$457K -$19.5K -926 -4%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$441K +$273K +13,000 +169%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$435K – – –
IWC
62
Integrated Wealth Concepts
Massachusetts
$423K +$673 +32 +0.2%
AWM
63
Avior Wealth Management
Nebraska
$406K -$8.92K -424 -2%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$394K +$904 +43 +0.2%
TS
65
Tamar Securities
California
$372K +$189 +9 +0.1%
TCA
66
Transcend Capital Advisors
New Jersey
$363K -$298K -14,181 -45%
IWA
67
Icon Wealth Advisors
Texas
$358K – – –
US Bancorp
68
US Bancorp
Minnesota
$335K +$3.3K +157 +1%
AFS
69
Access Financial Services
Minnesota
$321K -$96.4K -4,583 -23%
JIC
70
Joel Isaacson & Co
New York
$319K – – –
Creative Planning
71
Creative Planning
Kansas
$312K – – –
HighTower Advisors
72
HighTower Advisors
Illinois
$308K +$1.6K +76 +0.5%
CAN
73
Cetera Advisor Networks
California
$293K +$46.7K +2,220 +19%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$288K +$284K +13,506 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$283K – – –
1 2
3
4 5

BTT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2022, worth a combined $341M — up 19% from $287M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTT positions and 11 closed out — a net gain of 16 holders — while 34 added to existing stakes and 37 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $25.3M. The largest seller was Bank of America, cutting an estimated $5.94M.

  • 120 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $341M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2022, up 19% quarter-over-quarter.
  • 27 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2022 and 11 closed out, a net change of +16 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $25.3M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2022 was Bank of America, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2022.