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BlackRock Municipal 2030 Target Term Trust

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: 125138 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$61.5K -$209K -9,873 -77%
SFGP
127
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$45.3K +$46.6K +2,200 New
CA
128
CoreCap Advisors
Michigan
$41.2K
CFG
129
Chapman Financial Group
Hawaii
$41.2K +$42.4K +2,000 New
WIM
130
Westside Investment Management
California
$37.8K +$38.8K +1,834 New
SWM
131
Spire Wealth Management
Virginia
$28.5K +$29.3K +1,385 New
CWP
132
Clark Wealth Partners
Illinois
$27.4K +$28.2K +1,330 New
MHR
133
Matthew Hamilton Rosenberg
$15.4K
BONH
134
Bank of New Hampshire
New Hampshire
$10.3K
AF
135
Allworth Financial
California
$7.28K +$7.41K +350 New
LDB
136
Lee, Danner & Bass
Tennessee
$6.18K +$6.35K +300 New
TRCT
137
Tower Research Capital (TRC)
New York
$82 -$106 -5 -56%
Wells Fargo
138
Wells Fargo
California
$39 -$4.43K -209 -99%
HNB
139
Huntington National Bank
Ohio
$21
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$3
TW
141
TrinityPoint Wealth
Connecticut
-$465K -21,499 Closed
Millennium Management
142
Millennium Management
New York
-$381K -17,626 Closed
CAM
143
Cresset Asset Management
Illinois
-$363K -16,744 Closed
VF
144
Virtu Financial
New York
-$290K -13,435 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$286K -13,241 Closed
OCM
146
Orleans Capital Management
Louisiana
-$259K -11,980 Closed
TCA
147
Transcend Capital Advisors
New Jersey
-$232K -10,730 Closed
KTA
148
Keeley-Teton Advisors
Illinois
-$204K -9,450 Closed
MA
149
Montag & Associates
Georgia
-$47.7K -2,200 Closed
HPC
150
HM Payson & Co
Maine
-$28.1K -1,300 Closed

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.