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BlackRock Municipal 2030 Target Term Trust

125 hedge funds and large institutions have $469M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $432M → $469M (+$37.5M)

1.42% more ownership

Funds ownership: 31.67%33.09% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1% less funds holding

Funds holding: 126125 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$1.18M
MC
52
Matisse Capital
Oregon
$1.07M
EWA
53
EP Wealth Advisors
California
$979K
SWM
54
Seed Wealth Management
Illinois
$956K -$42.5K -2,000 -4%
ASN
55
Advisory Services Network
Georgia
$947K
WAM
56
Wolverine Asset Management
Illinois
$939K +$37.7K +1,775 +4%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$921K -$38.4K -1,809 -4%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$909K -$817K -38,476 -48%
GC
59
Guggenheim Capital
Illinois
$896K -$118K -5,541 -12%
Corient Private Wealth
60
Corient Private Wealth
Florida
$890K +$874K +41,165 New
HighTower Advisors
61
HighTower Advisors
Illinois
$878K +$186K +8,741 +27%
IWC
62
Integrated Wealth Concepts
Massachusetts
$842K +$74.5K +3,508 +10%
OIM
63
Oder Investment Management
California
$816K -$31.4K -1,478 -4%
RP
64
Riverbridge Partners
Minnesota
$752K +$12.8K +604 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$636K +$10.9K +511 +2%
PAG
66
Private Advisor Group
New Jersey
$629K -$245K -11,556 -28%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$616K -$41.4K -1,948 -6%
PTC
68
Private Trust Company
Ohio
$582K +$2.15K +101 +0.4%
AHIA
69
Andrew Hill Investment Advisors
Florida
$562K -$42 -2 -0%
JFG
70
Jefferies Financial Group
New York
$558K
MFG
71
Magnus Financial Group
New York
$530K +$42.6K +2,004 +9%
EWA
72
Encompass Wealth Advisors
Oregon
$528K
ACA
73
Ackerman Capital Advisors
Texas
$512K +$278K +13,099 +124%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$508K
WSFS
75
Wilmington Savings Fund Society
Delaware
$508K +$499K +23,475 New

BTT Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2024, worth a combined $469M — up 8.7% from $432M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BTT and 12 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Almitas Capital, adding an estimated $9.76M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.92M.

  • 125 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2024, down from 126 in Q2 2024.
  • Funds reported $469M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2024 and 13 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2024 was Almitas Capital, an estimated $9.76M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2024 was Rivernorth Capital Management, an estimated $7.92M sold.

Based on aggregated 13F filings for Q3 2024.