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BlackRock Municipal 2030 Target Term Trust

118 hedge funds and large institutions have $360M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 115118 (+3)

0.95% more ownership

Funds ownership: 23.61%24.56% (+0.95%)

0% less capital invested

Capital invested by funds: $360M → $360M (-$260K)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
32
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$97.9K +$716 +34 +0.7%
BI
102
Bramshill Investments
Florida
$96.6K -$464 -22 -0.5%
PMFA
103
Plante Moran Financial Advisors
Michigan
$62.3K +$63.2K +3,000 New
MA
104
Montag & Associates
Georgia
$45.8K
WAM
105
Wolverine Asset Management
Illinois
$42.7K +$43.3K +2,056 New
LIA
106
Luken Investment Analytics
Tennessee
$29.8K +$30.2K +1,434 New
NA
107
NewEdge Advisors
Louisiana
$28K
KFI
108
Key Financial Inc
Pennsylvania
$24.2K
FMTCOCP
109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$21.1K +1,000 New
AF
110
Advisornet Financial
Minnesota
$17.7K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$15.6K -$12.6K -600 -44%
MHR
112
Matthew Hamilton Rosenberg
$15.6K
FIA
113
FNY Investment Advisers
New York
$12K
Wells Fargo
114
Wells Fargo
California
$11.7K +$11.8K +561 New
BONH
115
Bank of New Hampshire
New Hampshire
$10.4K
EC
116
Elequin Capital
New York
$10.4K +$10.5K +500 New
JP Morgan Chase
117
JP Morgan Chase
New York
$187 -$38.3K -1,817 -100%
BlackRock
118
BlackRock
New York
$21 +$21 +1 New
LSC
119
Logan Stone Capital
Illinois
-$1.69M -77,642 Closed
CHAM
120
Clear Harbor Asset Management
Connecticut
-$1.59M -73,376 Closed
Lido Advisors
121
Lido Advisors
California
-$683K -31,427 Closed
BCG
122
Breakwater Capital Group
New Jersey
-$662K -30,487 Closed
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
-$239K -11,000 Closed
WS
124
Wedbush Securities
California
-$236K -10,863 Closed
KPWS
125
Kestra Private Wealth Services
Texas
-$220K -10,133 Closed

BTT Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2023, worth a combined $360M — down 0.07% from $360M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BTT positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.85M. The largest seller was Bank of America, cutting an estimated $3.34M.

  • 118 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2023, up from 115 in Q1 2023.
  • Funds reported $360M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2023, down 0.07% quarter-over-quarter.
  • 16 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $7.85M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2023 was Bank of America, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2023.