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BlackRock Municipal 2030 Target Term Trust
BTT

126 hedge funds and large institutions have $432M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

6% more capital invested

Capital invested by funds: $407M → $432M (+$24.8M)

4.26% more ownership

Funds ownership: 27.41% → 31.67% (+4.3%)

4% more funds holding

Funds holding: 121 → 126 (+5)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$7.88M
2
TIM
Tortoise Investment Management
New York
+$7.54M
3
LSC
Logan Stone Capital
Illinois
+$6.1M
4
AW
Atlas Wealth
Ohio
+$3.7M
5
ST
Sentinel Trust
Texas
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.03M
2
RVPG
Relative Value Partners Group
-$1.41M
3
Bank of America
Bank of America
North Carolina
-$1.36M
4
WCM
WealthBridge Capital Management
Ohio
-$1.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
76
Successful Portfolios
Florida
$451K -$18.5K -900 -4%
TW
77
TrinityPoint Wealth
Connecticut
$449K -$91.5K -4,443 -17%
OC
78
Oppenheimer & Co
New York
$412K +$1.9K +92 +0.5%
RJT
79
Raymond James Trust
Florida
$404K – – –
SFS
80
Shaker Financial Services
Virginia
$375K +$371K +18,000 New
Millennium Management
81
Millennium Management
New York
$366K – – –
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$361K -$12.2K -593 -3%
IWA
83
Icon Wealth Advisors
Texas
$355K – – –
SFWA
84
Summit Financial Wealth Advisors
Louisiana
$355K -$48.4K -2,350 -12%
TS
85
Tamar Securities
California
$349K +$20.8K +1,008 +6%
CAM
86
Cresset Asset Management
Illinois
$349K – – –
KAS
87
Kestra Advisory Services
Texas
$330K +$16.8K +817 +5%
Nomura Holdings
88
Nomura Holdings
Japan
$325K – – –
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$300K +$72.3K +3,509 +32%
Creative Planning
90
Creative Planning
Kansas
$296K -$18.5K -900 -6%
FPCP
91
Fort Point Capital Partners
California
$280K +$26.6K +1,292 +11%
MWM
92
MGB Wealth Management
Texas
$278K – – –
EWM
93
Edge Wealth Management
New York
$270K – – –
SAM
94
Smartleaf Asset Management
Massachusetts
$266K – – –
AWM
95
Avior Wealth Management
Nebraska
$265K +$1.34K +65 +0.5%
MWM
96
Melfa Wealth Management
Massachusetts
$240K +$206 +10 +0.1%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$240K – – –
HIA
98
Harbor Investment Advisory
Maryland
$238K +$17.8K +863 +8%
TWP
99
Tyche Wealth Partners
Texas
$238K +$494 +24 +0.2%
NA
100
NewEdge Advisors
Louisiana
$232K +$203K +9,876 +752%
2 3
4
5 6

BTT Hedge Fund Activity: Q2 2024 in Review

126 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2024, worth a combined $432M — up 6.1% from $407M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BTT positions and 6 closed out — a net gain of 8 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $7.88M. The largest seller was Rockefeller Capital Management, cutting an estimated $4.03M.

  • 126 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2024, up from 121 in Q1 2024.
  • Funds reported $432M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 14 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2024 was Saba Capital Management, an estimated $7.88M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2024 was Rockefeller Capital Management, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2024.