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BlackRock Municipal 2030 Target Term Trust
BTT

125 hedge funds and large institutions have $469M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more capital invested

Capital invested by funds: $432M → $469M (+$37.5M)

1.42% more ownership

Funds ownership: 31.67% → 33.09% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1% less funds holding

Funds holding: 126 → 125 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$9.76M
2
LSC
Logan Stone Capital
Illinois
+$6.32M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$6.13M
4
TIM
Tortoise Investment Management
New York
+$4.68M
5
LPL Financial
LPL Financial
California
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$7.92M
2
AW
Atlas Wealth
Ohio
-$3.74M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$3.68M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.61M
5
Goldman Sachs
Goldman Sachs
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
76
Raymond James Trust
Florida
$497K +$75.5K +3,554 +18%
OC
77
Oppenheimer & Co
New York
$490K +$60K +2,823 +14%
SP
78
Successful Portfolios
Florida
$469K – – –
TW
79
TrinityPoint Wealth
Connecticut
$465K -$2.36K -111 -0.5%
MGIA
80
Moneta Group Investment Advisors
Missouri
$459K -$44.1K -2,074 -9%
CAM
81
Covenant Asset Management
New Jersey
$440K -$51K -2,400 -11%
KPWS
82
Kestra Private Wealth Services
Texas
$404K +$397K +18,679 New
SFS
83
Shaker Financial Services
Virginia
$383K -$6.39K -301 -2%
Millennium Management
84
Millennium Management
New York
$381K – – –
AWM
85
Avior Wealth Management
Nebraska
$381K +$103K +4,844 +38%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$376K +$701 +33 +0.2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$370K +$288K +13,557 +380%
IWA
88
Icon Wealth Advisors
Texas
$364K – – –
TS
89
Tamar Securities
California
$364K +$170 +8 +0%
CAM
90
Cresset Asset Management
Illinois
$363K – – –
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$348K -$21.2K -1,000 -6%
KAS
92
Kestra Advisory Services
Texas
$343K – – –
VF
93
Virtu Financial
New York
$290K +$285K +13,435 New
Citadel Advisors
94
Citadel Advisors
Florida
$286K +$281K +13,241 New
EWM
95
Edge Wealth Management
New York
$281K – – –
SAM
96
Smartleaf Asset Management
Massachusetts
$279K – – –
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$276K -$35.5K -1,669 -12%
OCM
98
Orleans Capital Management
Louisiana
$259K +$254K +11,980 New
MWM
99
Melfa Wealth Management
Massachusetts
$250K +$170 +8 +0.1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$250K – – –
2 3
4
5 6

BTT Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2024, worth a combined $469M — up 8.7% from $432M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BTT and 12 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Almitas Capital, adding an estimated $9.76M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.92M.

  • 125 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2024, down from 126 in Q2 2024.
  • Funds reported $469M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2024 and 13 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2024 was Almitas Capital, an estimated $9.76M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2024 was Rivernorth Capital Management, an estimated $7.92M sold.

Based on aggregated 13F filings for Q3 2024.