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BlackRock Municipal 2030 Target Term Trust
BTT

109 hedge funds and large institutions have $340M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 19.01% → 18.89% (-0.11%)

1% less funds holding

Funds holding: 110 → 109 (-1)

3% less capital invested

Capital invested by funds: $352M → $340M (-$11.2M)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% 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
9
Increased
40
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$5.01M
2
NCM
Narwhal Capital Management
Georgia
+$3.04M
3
RJA
Raymond James & Associates
Florida
+$2.39M
4
RCM
Rivernorth Capital Management
Florida
+$1.32M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.26M
2
Wells Fargo
Wells Fargo
California
-$5.61M
3
MSL
Mackay Shields LLC
New York
-$2.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.65M
5
Citigroup
Citigroup
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$323K – – –
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$320K -$25.1K -957 -7%
SCM
78
Schnieders Capital Management
California
$296K – – –
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$281K – – –
HIA
80
Harbor Investment Advisory
Maryland
$271K – – –
KeyBank National Association
81
KeyBank National Association
Ohio
$264K +$19.7K +750 +8%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$243K +$72.2K +2,754 +41%
ACA
83
Ackerman Capital Advisors
Texas
$225K -$159K -6,080 -41%
BI
84
Bramshill Investments
Florida
$218K +$224K +8,534 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$210K -$76.6K -2,924 -26%
GFS
86
GYL Financial Synergies
Connecticut
$204K – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$203K -$23.6K -900 -10%
TFO
88
Tarbox Family Office
California
$157K – – –
Bessemer Group
89
Bessemer Group
New Jersey
$156K -$6.73K -257 -4%
TIM
90
Tortoise Investment Management
New York
$145K – – –
Cohen & Steers
91
Cohen & Steers
New York
$138K -$52.4K -2,000 -27%
EW
92
Evoke Wealth
California
$102K – – –
HWA
93
HHM Wealth Advisors
Tennessee
$102K +$105K +4,000 New
APA
94
American Portfolios Advisors
New York
$81.7K – – –
CCM
95
Covington Capital Management
California
$57K – – –
MA
96
Montag & Associates
Georgia
$56K – – –
GWM
97
Geneos Wealth Management
Colorado
$55K +$419 +16 +0.7%
RIM
98
Rockbridge Investment Management
New York
$51K – – –
LWP
99
Laurel Wealth Planning
Minnesota
$41K – – –
IWA
100
IBEX Wealth Advisors
New Jersey
$41K +$41.7K +1,592 New
1 2 3
4
5

BTT Hedge Fund Activity: Q3 2021 in Review

109 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2021, worth a combined $340M — down 3.2% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTT positions and 8 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $5.01M. The largest seller was UBS Group, cutting an estimated $6.26M.

  • 109 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2021, down from 110 in Q2 2021.
  • Funds reported $340M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2021, down 3.2% quarter-over-quarter.
  • 9 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2021 was XML Financial, an estimated $5.01M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2021 was UBS Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2021.