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BlackRock Municipal 2030 Target Term Trust
BTT

115 hedge funds and large institutions have $336M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104 → 115 (+11)

2% more capital invested

Capital invested by funds: $328M → $336M (+$8.09M)

0.05% less ownership

Funds ownership: 18.59% → 18.54% (-0.05%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GCP
Gill Capital Partners
Colorado
+$1.34M
2
Bank of America
Bank of America
North Carolina
+$1.34M
3
V
Veritable
Delaware
+$1.28M
4
NCM
Narwhal Capital Management
Georgia
+$1.03M
5
HCM
Harvey Capital Management
Florida
+$965K

Top Sellers

Rank Fund Capital Flow
1
BCA
Biltmore Capital Advisors
New Jersey
-$5.46M
2
Cohen & Steers
Cohen & Steers
New York
-$1.36M
3
Wells Fargo
Wells Fargo
California
-$1.23M
4
IAP
Indie Asset Partners
Indiana
-$1.1M
5
PPA
Parametric Portfolio Associates
Washington
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Schnieders Capital Management
California
$302K – – –
M&T Bank
77
M&T Bank
New York
$294K – – –
BI
78
Bramshill Investments
Florida
$288K – – –
HIA
79
Harbor Investment Advisory
Maryland
$273K – – –
GC
80
Guggenheim Capital
Illinois
$270K -$8.1K -323 -3%
KPWS
81
Kestra Private Wealth Services
Texas
$267K +$56.4K +2,250 +27%
OIM
82
Oder Investment Management
California
$265K +$258K +10,293 New
MML Investors Services
83
MML Investors Services
Massachusetts
$264K +$26.3K +1,051 +11%
Millennium Management
84
Millennium Management
New York
$257K +$251K +10,000 New
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$209K +$204K +8,150 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
PFO
87
Pathstone Family Office
New Jersey
$159K +$154K +6,150 +25,625%
TIM
88
Tortoise Investment Management
New York
$146K – – –
SSW
89
Smith Shellnut Wilson
Mississippi
$128K +$122K +4,875 +3,900%
RA
90
Reby Advisors
Connecticut
$115K +$112K +4,475 New
FIA
91
FNY Investment Advisers
New York
$112K +$110K +4,380 New
EW
92
Evoke Wealth
California
$103K – – –
EP
93
Eudaimonia Partners
Tennessee
$87K -$49.6K -1,979 -37%
APA
94
American Portfolios Advisors
New York
$82.2K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$81K – – –
CHC
96
City Holding Co
West Virginia
$58K – – –
CCM
97
Covington Capital Management
California
$58K – – –
MA
98
Montag & Associates
Georgia
$56K +$55.1K +2,200 New
GWM
99
Geneos Wealth Management
Colorado
$53K +$6.99K +279 +11%
AWG
100
Altus Wealth Group
Colorado
$48K +$47.1K +1,880 New
1 2 3
4
5

BTT Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2020, worth a combined $336M — up 2.5% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BTT positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Gill Capital Partners, adding an estimated $1.34M. The largest seller was Biltmore Capital Advisors, cutting an estimated $5.46M.

  • 115 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2020, up from 104 in Q3 2020.
  • Funds reported $336M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2020, up 2.5% quarter-over-quarter.
  • 18 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2020 was Gill Capital Partners, an estimated $1.34M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2020 was Biltmore Capital Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2020.