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BlackRock Municipal 2030 Target Term Trust
BTT

106 hedge funds and large institutions have $295M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

2% more funds holding

Funds holding: 104 → 106 (+2)

1.91% more ownership

Funds ownership: 16.52% → 18.43% (+1.9%)

4% more capital invested

Capital invested by funds: $284M → $295M (+$11.1M)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
40
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$12.8M
2
MSL
Mackay Shields LLC
New York
+$5.87M
3
Bank of America
Bank of America
North Carolina
+$4.55M
4
G
GenTrust
Florida
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.63M
2
WKWM
Walter & Keenan Wealth Management
Indiana
-$3.8M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$3.7M
4
LFAS
Level Four Advisory Services
Texas
-$2.04M
5
VanEck Associates
VanEck Associates
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
76
1ST Source Bank
Indiana
$231K +$243K +10,200 New
MCM
77
Maryland Capital Management
Maryland
$227K +$239K +10,000 New
CRWM
78
Castle Rock Wealth Management
California
$207K +$220K +9,200 New
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$203K +$214K +8,950 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
EP
81
Eudaimonia Partners
Tennessee
$194K -$228K -9,571 -53%
TIM
82
Tortoise Investment Management
New York
$193K – – –
FIA
83
FNY Investment Advisers
New York
$143K -$2.72K -114 -2%
SMFS
84
Squar Milner Financial Services
California
$128K – – –
SSW
85
Smith Shellnut Wilson
Mississippi
$113K +$119K +5,000 New
EW
86
Evoke Wealth
California
$91K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$84K -$104K -4,345 -54%
KPW
88
Kore Private Wealth
New York
$77K – – –
APA
89
American Portfolios Advisors
New York
$72.6K -$23.9K -1,000 -24%
GWM
90
Geneos Wealth Management
Colorado
$56K +$49K +2,055 +411%
RFM
91
Royal Fund Management
Florida
$52K – – –
CHC
92
City Holding Co
West Virginia
$51K -$30.4K -1,275 -36%
CCM
93
Covington Capital Management
California
$51K – – –
DWM
94
Darwin Wealth Management
Florida
$31K +$33.4K +1,401 New
APWM
95
Atlas Private Wealth Management
New York
$29K – – –
IRC
96
Investors Research Corp
Georgia
$23K – – –
LF
97
Lee Financial
Texas
$23K – – –
NFG
98
Next Financial Group
Texas
$22K – – –
ANBT
99
American National Bank & Trust
Texas
$19K +$19.5K +816 New
FHA
100
Flagship Harbor Advisors
Massachusetts
$18K – – –
1 2 3
4
5

BTT Hedge Fund Activity: Q1 2020 in Review

106 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2020, worth a combined $295M — up 3.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTT positions and 11 closed out — a net gain of 6 holders — while 40 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $4.63M.

  • 106 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2020, up from 104 in Q4 2019.
  • Funds reported $295M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 17 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2020 and 11 closed out, a net change of +6 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2020 was Wells Fargo, an estimated $12.8M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2020 was UBS Group, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2020.