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BlackRock Municipal 2030 Target Term Trust
BTT

107 hedge funds and large institutions have $287M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.8% more ownership

Funds ownership: 18.99% → 19.8% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $297M → $287M (-$9.72M)

5% less funds holding

Funds holding: 113 → 107 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
37
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$4.09M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
Bank of America
Bank of America
North Carolina
+$2.69M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.08M
5
VanEck Associates
VanEck Associates
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$2.1M
2
LWM
Laidlaw Wealth Management
New York
-$1.51M
3
MFG
Merit Financial Group
Georgia
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$957K
5
DAC
Dividend Assets Capital
South Carolina
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
76
Horizon Kinetics Asset Management
New York
$266K – – –
Truist Financial
77
Truist Financial
North Carolina
$266K +$179 +8 +0.1%
MFG
78
Magnus Financial Group
New York
$250K +$274K +12,205 New
CAN
79
Cetera Advisor Networks
California
$237K +$24.9K +1,109 +11%
LWM
80
Laidlaw Wealth Management
New York
$236K -$1.51M -67,425 -85%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
SWIG
82
Strategic Wealth Investment Group
Kentucky
$224K +$245K +10,935 New
AFG
83
Alterity Financial Group
Maine
$221K -$3.63K -162 -1%
HIA
84
Harbor Investment Advisory
Maryland
$218K – – –
LCM
85
Landscape Capital Management
New Jersey
$217K +$237K +10,556 New
Comerica Bank
86
Comerica Bank
Texas
$215K -$4.49K -200 -2%
WS
87
Wedbush Securities
California
$208K -$38K -1,695 -14%
IWP
88
Innova Wealth Partners
Pennsylvania
$205K – – –
Wells Fargo
89
Wells Fargo
California
$205K +$224K +9,998 +333,267%
ABLA
90
Alan B. Lancz & Associates
Ohio
$160K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$158K – – –
BI
92
Bramshill Investments
Florida
$153K +$67.3K +3,000 +68%
Bessemer Group
93
Bessemer Group
New Jersey
$125K – – –
TIM
94
Tortoise Investment Management
New York
$117K – – –
PA
95
Parallel Advisors
California
$95K +$763 +34 +0.7%
JP Morgan Chase
96
JP Morgan Chase
New York
$47K +$51.3K +2,288 New
MA
97
Montag & Associates
Georgia
$45K – – –
LWP
98
Laurel Wealth Planning
Minnesota
$33K – – –
KFI
99
Key Financial Inc
Pennsylvania
$24K – – –
CJL
100
Cyrus J. Lawrence
New York
$20K – – –
1 2 3
4
5

BTT Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2022, worth a combined $287M — down 3.3% from $297M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BTT and 14 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was XML Financial, opening a new position worth an estimated $4.09M. The largest seller was Mackay Shields LLC, cutting an estimated $2.1M.

  • 107 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2022, down from 113 in Q2 2022.
  • Funds reported $287M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 14 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2022 and 19 closed out, a net change of -5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2022 was XML Financial, an estimated $4.09M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2022 was Mackay Shields LLC, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.