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BlackRock Municipal 2030 Target Term Trust
BTT

Overview Fund Activity

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
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

1
Wells Fargo
1
Wells Fargo
California
$66.8M
2
MSL
2
Mackay Shields LLC
New York
$9.38M
3
Bank of America
3
Bank of America
North Carolina
$34M
4
G
4
GenTrust
Florida
$3.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.9M
2
WKWM
2
Walter & Keenan Wealth Management
Indiana
$0
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
VanEck Associates
5
VanEck Associates
New York
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
76
1ST Source Bank
Indiana
$231K +$231K +10,200 New
MCM
77
Maryland Capital Management
Maryland
$227K +$227K +10,000 New
CRWM
78
Castle Rock Wealth Management
California
$207K +$207K +9,200 New
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$203K +$203K +8,950 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
EP
81
Eudaimonia Partners
Tennessee
$194K -$218K -9,571 -53%
TIM
82
Tortoise Investment Management
New York
$193K – – –
FIA
83
FNY Investment Advisers
New York
$143K -$2.57K -114 -2%
SMFS
84
Squar Milner Financial Services
California
$128K – – –
SSW
85
Smith Shellnut Wilson
Mississippi
$113K +$113K +5,000 New
EW
86
Evoke Wealth
California
$91K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$84K -$98.8K -4,345 -54%
KPW
88
Kore Private Wealth
New York
$77K – – –
APA
89
American Portfolios Advisors
New York
$72.6K -$22.7K -1,000 -24%
GWM
90
Geneos Wealth Management
Colorado
$56K +$45K +2,055 +411%
RFM
91
Royal Fund Management
Florida
$52K – – –
CHC
92
City Holding Co
West Virginia
$51K -$28.9K -1,275 -36%
CCM
93
Covington Capital Management
California
$51K – – –
DWM
94
Darwin Wealth Management
Florida
$31K +$31K +1,401 New
APWM
95
Atlas Private Wealth Management
New York
$29K – – –
LF
96
Lee Financial
Texas
$23K – – –
IRC
97
Investors Research Corp
Georgia
$23K – – –
NFG
98
Next Financial Group
Texas
$22K – – –
ANBT
99
American National Bank & Trust
Texas
$19K +$19K +816 New
FHA
100
Flagship Harbor Advisors
Massachusetts
$18K – – –
1 2 3
4
5