We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust
BTT

114 hedge funds and large institutions have $339M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

1% more capital invested

Capital invested by funds: $336M → $339M (+$3.21M)

0.51% more ownership

Funds ownership: 18.54% → 19.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 115 → 114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
39
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.48M
2
WW
Waterfront Wealth
Kansas
+$2.7M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.83M
4
GCP
Gill Capital Partners
Colorado
+$1.55M
5
PPA
Parametric Portfolio Associates
Washington
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.77M
2
G
GenTrust
Florida
-$1.04M
3
Wells Fargo
Wells Fargo
California
-$930K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$821K
5
Citadel Advisors
Citadel Advisors
Florida
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
101
Laurel Wealth Planning
Minnesota
$41K – – –
CHC
102
City Holding Co
West Virginia
$38K -$18.8K -739 -33%
CFD
103
Creative Financial Designs
Indiana
$38K – – –
NFG
104
Next Financial Group
Texas
$25K – – –
CWA
105
Clearview Wealth Advisors
Oregon
$23K – – –
ANBT
106
American National Bank & Trust
Texas
$21K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$19K – – –
MHR
108
Matthew Hamilton Rosenberg
$19K – – –
PMFA
109
Plante Moran Financial Advisors
Michigan
$18K – – –
WAM
110
Wolverine Asset Management
Illinois
$17K +$17.3K +677 New
NFSG
111
Newbridge Financial Services Group
Florida
$13K – – –
PWA
112
Phoenix Wealth Advisors
North Carolina
$12K – – –
IAIM
113
International Assets Investment Management
Florida
$10K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$8K -$7.78K -305 -50%
Northern Trust
115
Northern Trust
Illinois
$5K +$457K +17,903 New
G
116
GenTrust
Florida
– -$1.04M -40,344 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$715K -27,840 Closed
RVPG
118
Relative Value Partners Group
– -$414K -16,137 Closed
M&T Bank
119
M&T Bank
New York
– -$294K -11,450 Closed
BI
120
Bramshill Investments
Florida
– -$288K -11,228 Closed
Millennium Management
121
Millennium Management
New York
– -$257K -10,000 Closed
BTWM
122
Baker Tilly Wealth Management
Wisconsin
– -$209K -8,150 Closed
PFO
123
Pathstone Family Office
New Jersey
– -$159K -6,174 Closed
AWG
124
Altus Wealth Group
Colorado
– -$48K -1,880 Closed
IRC
125
Investors Research Corp
Georgia
– -$26K -1,000 Closed
2 3 4
5
6

BTT Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2021, worth a combined $339M — up 0.95% from $336M a quarter earlier.

Fund positioning in BTT was balanced in Q1 2021: 13 funds opened new positions, 13 closed out, 39 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.48M. The largest seller was Cohen & Steers, cutting an estimated $1.77M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2021, down from 115 in Q4 2020.
  • Funds reported $339M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2021 and 13 closed out, a net change of 0 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $3.48M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2021 was Cohen & Steers, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2021.