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BlackRock Municipal 2030 Target Term Trust
BTT

138 hedge funds and large institutions have $497M invested in BlackRock Municipal 2030 Target Term Trust in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

10% more funds holding

Funds holding: 125 → 138 (+13)

6% more capital invested

Capital invested by funds: $469M → $497M (+$28.4M)

3.72% more ownership

Funds ownership: 33.09% → 36.82% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
51
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$20.4M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$9.76M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$5.16M
4
KIM
Karpus Investment Management
New York
+$4.91M
5
COLIM
City of London Investment Management
United Kingdom
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$4.09M
2
RCM
Rivernorth Capital Management
Florida
-$4.07M
3
Bank of America
Bank of America
North Carolina
-$3.45M
4
Morgan Stanley
Morgan Stanley
New York
-$2.79M
5
LSC
Logan Stone Capital
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
76
Ackerman Capital Advisors
Texas
$499K +$11.9K +564 +2%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$484K – – –
WSFS
78
Wilmington Savings Fund Society
Delaware
$483K – – –
MFG
79
Magnus Financial Group
New York
$472K -$33.6K -1,588 -6%
SP
80
Successful Portfolios
Florida
$447K – – –
AWM
81
Avior Wealth Management
Nebraska
$446K +$85.9K +4,056 +23%
MGIA
82
Moneta Group Investment Advisors
Missouri
$441K +$3.96K +187 +0.9%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$425K +$74.9K +3,535 +21%
CAM
84
Covenant Asset Management
New Jersey
$419K – – –
KPWS
85
Kestra Private Wealth Services
Texas
$388K +$3.09K +146 +0.8%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$359K +$911 +43 +0.2%
TS
87
Tamar Securities
California
$347K +$212 +10 +0.1%
IWA
88
Icon Wealth Advisors
Texas
$346K – – –
RAM
89
Readystate Asset Management
Illinois
$343K +$353K +16,659 New
SFWA
90
Summit Financial Wealth Advisors
Louisiana
$334K -$4.76K -225 -1%
Nomura Holdings
91
Nomura Holdings
Japan
$319K +$328K +15,500 New
ICMP
92
Integrated Capital Management (Pennsylvania)
Pennsylvania
$314K +$323K +15,263 New
PFA
93
Petra Financial Advisors
Colorado
$313K +$322K +15,195 New
SAM
94
Smith Asset Management
Florida
$302K +$311K +14,689 New
CSP
95
Cary Street Partners
Virginia
$279K +$287K +13,539 New
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$278K +$284K +13,400 +13,400%
SFS
97
Shaker Financial Services
Virginia
$271K -$96.5K -4,556 -26%
EWM
98
Edge Wealth Management
New York
$268K – – –
GCM
99
Generation Capital Management
New York
$255K +$262K +12,390 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$251K -$12.4K -585 -5%
2 3
4
5 6

BTT Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2024, worth a combined $497M — up 6.1% from $469M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTT positions and 11 closed out — a net gain of 16 holders — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Almitas Capital, adding an estimated $20.4M. The largest seller was Stifel Financial, cutting an estimated $4.09M.

  • 138 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $497M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 27 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2024 and 11 closed out, a net change of +16 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2024 was Almitas Capital, an estimated $20.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2024 was Stifel Financial, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2024.