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BlackRock Municipal 2030 Target Term Trust
BTT

89 hedge funds and large institutions have $194M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

24% more funds holding

Funds holding: 72 → 89 (+17)

6% more capital invested

Capital invested by funds: $184M → $194M (+$10.6M)

0.85% more ownership

Funds ownership: 11.48% → 12.32% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
35
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.25M
3
LCM
Landscape Capital Management
New Jersey
+$1.24M
4
NMC
Nine Masts Capital
Hong Kong
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$1.62M
2
MLL
Moody Lynn & Lieberson
Massachusetts
-$745K
3
NPC
National Planning Corporation
California
-$657K
4
WS
Wedbush Securities
California
-$449K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
76
Whitener Capital Management
North Carolina
$110K +$112K +4,964 New
LCM
77
Liberty Capital Management
Michigan
$88K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$83K – – –
CCM
79
Covington Capital Management
California
$67K +$67.4K +3,000 New
CA
80
Calton & Associates
Florida
$67K +$68.7K +3,056 New
SWM
81
SeaCrest Wealth Management
New York
$45K +$45.5K +2,026 New
EWM
82
Edge Wealth Management
New York
$36K -$64.7K -2,880 -64%
RFC
83
Regions Financial Corp
Alabama
$36K +$36K +1,600 New
IWM
84
IHT Wealth Management
Illinois
$22K – – –
SFSIG
85
San Francisco Sentry Investment Group
California
$15K – – –
SEI Investments
86
SEI Investments
Pennsylvania
$15K +$15.2K +678 New
GWM
87
Geneos Wealth Management
Colorado
$13K – – –
IA
88
IFP Advisors
Florida
$11K -$22.9K -1,020 -67%
HWM
89
Holloway Wealth Management
Florida
$8K – – –
GTAM
90
Global Trust Asset Management
Florida
$1K +$607 +27 New
MLL
91
Moody Lynn & Lieberson
Massachusetts
– -$745K -32,855 Closed
NPC
92
National Planning Corporation
California
– -$657K -29,000 Closed
WS
93
Wedbush Securities
California
– -$449K -19,803 Closed
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
– -$358K -15,800 Closed
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
– -$258K -11,372 Closed
M&T Bank
96
M&T Bank
New York
– -$236K -10,417 Closed
IWA
97
IBEX Wealth Advisors
New Jersey
– -$59K -2,623 Closed
OFS
98
Orrstown Financial Services
Pennsylvania
– -$45K -2,000 Closed
BCM
99
Blume Capital Management
California
– -$31K -1,387 Closed
1 2 3
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BTT Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2017, worth a combined $194M — up 5.8% from $184M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTT positions and 9 closed out — a net gain of 17 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.64M. The largest seller was Doliver Advisors, cutting an estimated $1.62M.

  • 89 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $194M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 26 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2017 and 9 closed out, a net change of +17 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2017 was Wells Fargo, an estimated $1.64M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2017 was Doliver Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.