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BlackRock Municipal 2030 Target Term Trust
BTT

110 hedge funds and large institutions have $323M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 19.45% → 19.37% (-0.08%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 114 → 110 (-4)

9% less capital invested

Capital invested by funds: $356M → $323M (-$33.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
37
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$6.17M
2
Bank of America
Bank of America
North Carolina
+$4.16M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.17M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.71M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.24M
2
MMA
Miracle Mile Advisors
California
-$4.41M
3
VanEck Associates
VanEck Associates
New York
-$2.84M
4
UBS Group
UBS Group
Switzerland
-$2.13M
5
MSL
Mackay Shields LLC
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$300K -$134K -5,422 -30%
FHA
77
First Horizon Advisors
Tennessee
$299K – – –
FAM
78
Formidable Asset Management
Ohio
$293K +$307K +12,400 New
OFG
79
OTA Financial Group
New York
$266K +$279K +11,269 New
HIA
80
Harbor Investment Advisory
Maryland
$251K – – –
Comerica Bank
81
Comerica Bank
Texas
$248K +$267K +10,782 New
ABLA
82
Alan B. Lancz & Associates
Ohio
$246K – – –
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$245K – – –
IWP
84
Innova Wealth Partners
Pennsylvania
$236K +$247K +10,000 New
SCM
85
Schnieders Capital Management
California
$226K -$49.5K -2,000 -17%
CAN
86
Cetera Advisor Networks
California
$219K +$36.9K +1,492 +19%
NFG
87
Nations Financial Group
Iowa
$213K +$223K +9,000 New
MML Investors Services
88
MML Investors Services
Massachusetts
$203K -$4.6K -186 -2%
HWA
89
HHM Wealth Advisors
Tennessee
$189K +$49.5K +2,000 +33%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$182K – – –
Bessemer Group
91
Bessemer Group
New Jersey
$144K -$18.3K -739 -11%
TIM
92
Tortoise Investment Management
New York
$135K – – –
PA
93
Parallel Advisors
California
$106K +$495 +20 +0.4%
APA
94
American Portfolios Advisors
New York
$75.6K – – –
CCM
95
Covington Capital Management
California
$53K – – –
MA
96
Montag & Associates
Georgia
$52K – – –
SC
97
SouthState Corp
Florida
$47K +$49.5K +2,000 New
LWP
98
Laurel Wealth Planning
Minnesota
$38K -$39.6K -1,600 -50%
KFI
99
Key Financial Inc
Pennsylvania
$28K +$28.8K +1,166 New
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$23.6K – – –
1 2 3
4
5

BTT Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2022, worth a combined $323M — down 9.4% from $356M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BTT and 15 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 37 added.

The largest buyer was Stifel Financial, adding an estimated $6.17M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.24M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2022, down from 114 in Q4 2021.
  • Funds reported $323M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2022, down 9.4% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2022 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2022 was Stifel Financial, an estimated $6.17M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2022 was Rivernorth Capital Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.