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BlackRock Municipal 2030 Target Term Trust

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: 12 (+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: 121126 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWIG
101
Strategic Wealth Investment Group
Kentucky
$227K +$226K +10,959 New
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$226K -$777K -37,700 -78%
TCA
103
Transcend Capital Advisors
New Jersey
$223K -$107K -5,215 -33%
ACA
104
Ackerman Capital Advisors
Texas
$220K +$218K +10,580 New
WWM
105
Western Wealth Management
Colorado
$214K
US Bancorp
106
US Bancorp
Minnesota
$207K
Comerica Bank
107
Comerica Bank
Texas
$189K -$10.2K -494 -5%
PCTC
108
Perkins Coie Trust Company
Washington
$155K +$153K +7,442 New
Bessemer Group
109
Bessemer Group
New Jersey
$145K +$18K +873 +14%
CT
110
Colonial Trust
South Carolina
$135K +$30.9K +1,500 +30%
PA
111
Parallel Advisors
California
$90K +$597 +29 +0.7%
RIL
112
Rothschild Investment LLC
Illinois
$83.1K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$74K -$29K -1,410 -28%
RDFA
114
Ritter Daniher Financial Advisory
Ohio
$52.7K +$350 +17 +0.7%
MA
115
Montag & Associates
Georgia
$45.8K
CA
116
CoreCap Advisors
Michigan
$41.5K
CA
117
Crewe Advisors
Utah
$41.5K
ATPW
118
Ashton Thomas Private Wealth
Arizona
$41.5K +$41.2K +2,000 New
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$39.6K +$39.1K +1,900 New
Osaic Holdings
120
Osaic Holdings
Arizona
$34.4K -$129K -6,276 -79%
HPC
121
HM Payson & Co
Maine
$27K +$26.8K +1,300 New
TCM
122
TruNorth Capital Management
Michigan
$20.8K +$20.6K +1,000 New
MHR
123
Matthew Hamilton Rosenberg
$15.5K
BONH
124
Bank of New Hampshire
New Hampshire
$10.4K
TRCT
125
Tower Research Capital (TRC)
New York
$187 +$62 +3 +50%

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.