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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
TWP
101
Tyche Wealth Partners
Texas
$248K +$489 +23 +0.2%
HIA
102
Harbor Investment Advisory
Maryland
$248K – – –
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$235K – – –
TCA
104
Transcend Capital Advisors
New Jersey
$232K – – –
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$224K +$220K +10,368 New
WWM
106
Western Wealth Management
Colorado
$223K – – –
NA
107
NewEdge Advisors
Louisiana
$220K -$21.2K -998 -9%
KTA
108
Keeley-Teton Advisors
Illinois
$204K +$201K +9,450 New
PCTC
109
Perkins Coie Trust Company
Washington
$161K – – –
Bessemer Group
110
Bessemer Group
New Jersey
$158K +$6.84K +322 +5%
Comerica Bank
111
Comerica Bank
Texas
$148K -$47.6K -2,239 -25%
CT
112
Colonial Trust
South Carolina
$108K -$31.9K -1,500 -23%
PA
113
Parallel Advisors
California
$94.3K +$616 +29 +0.7%
RIL
114
Rothschild Investment LLC
Illinois
$86.5K – – –
RDFA
115
Ritter Daniher Financial Advisory
Ohio
$55.3K +$361 +17 +0.7%
MA
116
Montag & Associates
Georgia
$47.7K – – –
CA
117
CoreCap Advisors
Michigan
$43.2K – – –
Osaic Holdings
118
Osaic Holdings
Arizona
$41.6K +$5.67K +267 +16%
HPC
119
HM Payson & Co
Maine
$28.1K – – –
MHR
120
Matthew Hamilton Rosenberg
$16.2K – – –
BONH
121
Bank of New Hampshire
New Hampshire
$10.8K – – –
Wells Fargo
122
Wells Fargo
California
$4.56K +$4.38K +206 +4,120%
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$2.16K +$2.12K +100 New
TRCT
124
Tower Research Capital (TRC)
New York
$195 – – –
HNB
125
Huntington National Bank
Ohio
$22 – – –
2 3 4
5
6

BTT Hedge Fund Activity: Q3 2024 in Review

125 of the 6,965 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.