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BlackRock Municipal 2030 Target Term Trust
BTT

104 hedge funds and large institutions have $284M invested in BlackRock Municipal 2030 Target Term Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $262M → $284M (+$22.1M)

4% more funds holding

Funds holding: 100 → 104 (+4)

0.33% more ownership

Funds ownership: 16.19% → 16.52% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
40
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$9.7M
2
Stifel Financial
Stifel Financial
Missouri
+$2.32M
3
Cohen & Steers
Cohen & Steers
New York
+$1.14M
4
Wells Fargo
Wells Fargo
California
+$1.04M
5
PPA
Parametric Portfolio Associates
Washington
+$746K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.28M
2
COLIM
City of London Investment Management
United Kingdom
-$1.75M
3
LCM
Landscape Capital Management
New Jersey
-$1.49M
4
Bank of America
Bank of America
North Carolina
-$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
76
Landscape Capital Management
New Jersey
$213K -$1.49M -62,265 -88%
TIM
77
Tortoise Investment Management
New York
$206K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$194K -$14.6K -610 -7%
FIA
80
FNY Investment Advisers
New York
$156K -$34.1K -1,427 -18%
SMFS
81
Squar Milner Financial Services
California
$137K -$59K -2,466 -30%
APA
82
American Portfolios Advisors
New York
$102K – – –
EW
83
Evoke Wealth
California
$96.8K – – –
CHC
84
City Holding Co
West Virginia
$85K – – –
KPW
85
Kore Private Wealth
New York
$82K +$81.5K +3,405 New
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$68K – – –
RFM
87
Royal Fund Management
Florida
$55K – – –
CCM
88
Covington Capital Management
California
$54K – – –
WWM
89
Willingdon Wealth Management
North Carolina
$52K +$359 +15 +0.7%
APWM
90
Atlas Private Wealth Management
New York
$31K +$30.3K +1,265 New
MIM
91
Macroview Investment Management
Maryland
$24K -$1.79K -75 -7%
IRC
92
Investors Research Corp
Georgia
$24K – – –
LF
93
Lee Financial
Texas
$24K – – –
NFG
94
Next Financial Group
Texas
$23K – – –
CHAM
95
Clear Harbor Asset Management
Connecticut
$21.8K +$21.6K +903 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$19K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$18K – – –
CFA
98
Carroll Financial Associates
North Carolina
$12K – – –
GWM
99
Geneos Wealth Management
Colorado
$12K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$12K +$24 +1 +0.2%
1 2 3
4
5

BTT Hedge Fund Activity: Q4 2019 in Review

104 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2019, worth a combined $284M — up 8.5% from $262M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BTT positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $9.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.28M.

  • 104 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $284M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2019 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2019 was Rockefeller Capital Management, an estimated $9.7M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2019 was Rivernorth Capital Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2019.