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BlackRock Municipal 2030 Target Term Trust
BTT

95 hedge funds and large institutions have $271M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

4% more capital invested

Capital invested by funds: $261M → $271M (+$10.2M)

0% more funds holding

Funds holding: 95 → 95 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.81% less ownership

Funds ownership: 18.03% → 17.22% (-0.81%)

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
37
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
+$10.7M
2
Wells Fargo
Wells Fargo
California
+$2.7M
3
Bank of America
Bank of America
North Carolina
+$2.26M
4
FFA
First Foundation Advisors
California
+$1.04M
5
PPA
Parametric Portfolio Associates
Washington
+$535K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13M
2
CRC
Curi RMB Capital
Illinois
-$2.93M
3
LCM
Landscape Capital Management
New Jersey
-$2.48M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.4M
5
KIM
Karpus Investment Management
New York
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
76
American Portfolios Advisors
New York
$93.4K – – –
UBS AM
77
UBS AM
Illinois
$92.3K – – –
CHC
78
City Holding Co
West Virginia
$90K – – –
FMII
79
Farmers & Merchants Investments Inc
Nebraska
$63K +$61.6K +2,820 New
RFM
80
Royal Fund Management
Florida
$51K +$50.3K +2,304 New
CCM
81
Covington Capital Management
California
$50K – – –
SWM
82
SeaCrest Wealth Management
New York
$46K +$65 +3 +0.1%
WWM
83
Willingdon Wealth Management
North Carolina
$46K +$349 +16 +0.8%
PCM
84
Princeton Capital Management
New Jersey
$33K – – –
MIM
85
Macroview Investment Management
Maryland
$26K -$10.8K -497 -30%
IRC
86
Investors Research Corp
Georgia
$22K +$21.8K +1,000 New
LF
87
Lee Financial
Texas
$22K +$21.8K +1,000 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$17K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$17K +$16.4K +750 New
GWM
90
Geneos Wealth Management
Colorado
$11K -$2.18K -100 -17%
CFA
91
Carroll Financial Associates
North Carolina
$11K – – –
IA
92
IFP Advisors
Florida
$11K – – –
PMFA
93
Plante Moran Financial Advisors
Michigan
$7K +$7.09K +325 New
MWC
94
MKD Wealth Coaches
Michigan
$5K – – –
CRC
95
Curi RMB Capital
Illinois
– -$2.93M -142,684 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$2.4M -116,764 Closed
HI
97
HBK Investments
Texas
– -$1.44M -70,359 Closed
WAM
98
Weiss Asset Management
Massachusetts
– -$713K -34,767 Closed
MWM
99
Merriman Wealth Management
Washington
– -$442K -21,000 Closed
BKA
100
Brick & Kyle Associates
Pennsylvania
– -$267K -13,008 Closed
1 2 3
4
5

BTT Hedge Fund Activity: Q1 2019 in Review

95 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2019, worth a combined $271M — up 3.9% from $261M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BTT positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $10.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $13M.

  • 95 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $271M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2019, up 3.9% quarter-over-quarter.
  • 16 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2019 was Biltmore Capital Advisors, an estimated $10.7M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2019 was Rivernorth Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.