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BlackRock Municipal 2030 Target Term Trust
BTT

110 hedge funds and large institutions have $352M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

4% more capital invested

Capital invested by funds: $339M → $352M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 19.04% → 19.01% (-0.04%)

4% less funds holding

Funds holding: 114 → 110 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
39
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.28M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.71M
3
VanEck Associates
VanEck Associates
New York
+$1.56M
4
6M
6 Meridian
Kansas
+$1.55M
5
LWM
Laidlaw Wealth Management
New York
+$868K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.74M
2
BCA
Biltmore Capital Advisors
New Jersey
-$1.85M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
IAP
Indie Asset Partners
Indiana
-$1.08M
5
MSL
Mackay Shields LLC
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Schnieders Capital Management
California
$304K -$4.65K -180 -2%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$293K +$83.5K +3,231 +41%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$289K – – –
HIA
79
Harbor Investment Advisory
Maryland
$278K – – –
KeyBank National Association
80
KeyBank National Association
Ohio
$252K +$248K +9,597 New
MML Investors Services
81
MML Investors Services
Massachusetts
$232K -$1.58K -61 -0.7%
Franklin Resources
82
Franklin Resources
California
$211K +$208K +8,060 New
GFS
83
GYL Financial Synergies
Connecticut
$210K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
Cohen & Steers
85
Cohen & Steers
New York
$194K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$178K +$97.5K +3,772 +125%
Bessemer Group
87
Bessemer Group
New Jersey
$167K – – –
TFO
88
Tarbox Family Office
California
$162K +$159K +6,165 New
TIM
89
Tortoise Investment Management
New York
$150K – – –
SSW
90
Smith Shellnut Wilson
Mississippi
$131K – – –
FIA
91
FNY Investment Advisers
New York
$131K +$57.5K +2,226 +80%
EW
92
Evoke Wealth
California
$105K – – –
APA
93
American Portfolios Advisors
New York
$83.9K -$10.3K -400 -11%
CCM
94
Covington Capital Management
California
$59K – – –
MA
95
Montag & Associates
Georgia
$58K – – –
GWM
96
Geneos Wealth Management
Colorado
$56K -$19K -735 -26%
RIM
97
Rockbridge Investment Management
New York
$52K – – –
LWP
98
Laurel Wealth Planning
Minnesota
$42K – – –
CHC
99
City Holding Co
West Virginia
$40K – – –
CFD
100
Creative Financial Designs
Indiana
$39K – – –
1 2 3
4
5

BTT Hedge Fund Activity: Q2 2021 in Review

110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2021, worth a combined $352M — up 3.7% from $339M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BTT and 6 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 39 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.28M. The largest seller was Wells Fargo, cutting an estimated $2.74M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2021, down from 114 in Q1 2021.
  • Funds reported $352M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2021 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $4.28M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2021 was Wells Fargo, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2021.