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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
OC
101
Oppenheimer & Co
New York
$240K -$233K -10,999 -49%
MML Investors Services
102
MML Investors Services
Massachusetts
$240K +$247K +11,666 New
MWM
103
Melfa Wealth Management
Massachusetts
$239K +$212 +10 +0.1%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$238K – – –
TWP
105
Tyche Wealth Partners
Texas
$237K +$656 +31 +0.3%
HIA
106
Harbor Investment Advisory
Maryland
$236K – – –
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$236K +$23.4K +1,105 +11%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$224K – – –
NA
109
NewEdge Advisors
Louisiana
$222K +$12.1K +573 +6%
TSS
110
Two Sigma Securities
New York
$220K +$227K +10,705 New
ACP
111
Aviance Capital Partners
Florida
$214K +$220K +10,394 New
WWM
112
Western Wealth Management
Colorado
$212K – – –
KAS
113
Kestra Advisory Services
Texas
$208K -$122K -5,753 -36%
P
114
&Partners
Tennessee
$204K +$208K +9,811 New
VHAM
115
Van Hulzen Asset Management
California
$175K +$180K +8,500 New
Bessemer Group
116
Bessemer Group
New Jersey
$168K +$17.4K +823 +11%
NWMP
117
Noble Wealth Management PBC
Colorado
$155K +$159K +7,511 New
PCTC
118
Perkins Coie Trust Company
Washington
$153K – – –
Comerica Bank
119
Comerica Bank
Texas
$141K +$127 +6 +0.1%
MCM
120
MAI Capital Management
Ohio
$131K +$134K +6,347 New
CT
121
Colonial Trust
South Carolina
$103K – – –
RDFA
122
Ritter Daniher Financial Advisory
Ohio
$98.1K +$46.7K +2,207 +86%
Osaic Holdings
123
Osaic Holdings
Arizona
$91.7K +$53.5K +2,526 +131%
PA
124
Parallel Advisors
California
$90.6K +$805 +38 +0.9%
RIL
125
Rothschild Investment LLC
Illinois
$82.4K – – –
3 4
5
6 7

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.