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BlackRock Municipal 2030 Target Term Trust

138 hedge funds and large institutions have $497M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 39 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

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

10% more funds holding

Funds holding: 125138 (+13)

6% more capital invested

Capital invested by funds: $469M → $497M (+$28.4M)

3.72% more ownership

Funds ownership: 33.09%36.82% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
51
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Seed Wealth Management
Illinois
$1.29M +$392K +18,500 +42%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.28M -$52.9K -2,497 -4%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.22M +$389K +18,374 +45%
WAM
54
Wolverine Asset Management
Illinois
$1.18M +$297K +14,040 +32%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.17M -$182K -8,582 -13%
LA
56
LexAurum Advisors
Kansas
$1.16M -$34.6K -1,635 -3%
PA
57
Pinnacle Associates
New York
$1.14M -$40.5K -1,914 -3%
LCM
58
Landscape Capital Management
New Jersey
$1.13M -$1.04M -49,295 -47%
GCP
59
Gill Capital Partners
Colorado
$1.07M -$135K -6,378 -11%
EWA
60
EP Wealth Advisors
California
$933K
PAG
61
Private Advisor Group
New Jersey
$889K +$299K +14,106 +49%
OIM
62
Oder Investment Management
California
$778K +$1.08K +51 +0.1%
Corient Private Wealth
63
Corient Private Wealth
Florida
$749K -$102K -4,805 -12%
IWC
64
Integrated Wealth Concepts
Massachusetts
$739K -$65.3K -3,085 -8%
RP
65
Riverbridge Partners
Minnesota
$716K +$106 +5 +0%
GC
66
Guggenheim Capital
Illinois
$704K -$153K -7,241 -17%
ASN
67
Advisory Services Network
Georgia
$635K -$313K -14,760 -32%
PTC
68
Private Trust Company
Ohio
$631K +$79.4K +3,750 +14%
IAA
69
Independent Advisor Alliance
North Carolina
$616K +$633K +29,901 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$589K +$2.46K +116 +0.4%
AHIA
71
Andrew Hill Investment Advisors
Florida
$563K +$28.6K +1,350 +5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$545K -$62.4K -2,949 -10%
JFG
73
Jefferies Financial Group
New York
$515K -$16.9K -800 -3%
HF
74
HRT Financial
New York
$510K +$525K +24,803 New
EWA
75
Encompass Wealth Advisors
Oregon
$502K

BTT Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2024, worth a combined $497M — up 6.1% from $469M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTT positions and 11 closed out — a net gain of 16 holders — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Almitas Capital, adding an estimated $20.4M. The largest seller was Stifel Financial, cutting an estimated $4.09M.

  • 138 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $497M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 27 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2024 and 11 closed out, a net change of +16 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2024 was Almitas Capital, an estimated $20.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2024 was Stifel Financial, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2024.