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BlackRock Municipal 2030 Target Term Trust
BTT

68 hedge funds and large institutions have $179M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

6% more funds holding

Funds holding: 64 → 68 (+4)

0% more capital invested

Capital invested by funds: $178M → $179M (+$671K)

0.2% less ownership

Funds ownership: 11.17% → 10.96% (-0.2%)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.67M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$867K
4
Millennium Management
Millennium Management
New York
+$576K
5
DA
Doliver Advisors
Texas
+$564K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4M
2
UBS Group
UBS Group
Switzerland
-$3.67M
3
LFR
Lehman Financial Resources
Pennsylvania
-$1.49M
4
CPIG
Chicago Partners Investment Group
Illinois
-$724K
5
JP Morgan Chase
JP Morgan Chase
New York
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41.5M -$3.67M -159,061 -8%
Bank of America
2
Bank of America
North Carolina
$29.6M +$2.67M +115,496 +10%
Morgan Stanley
3
Morgan Stanley
New York
$28.7M +$1.43M +61,718 +5%
Wells Fargo
4
Wells Fargo
California
$12.5M +$338K +14,619 +3%
V
5
Veritable
Delaware
$9.61M +$257K +11,136 +3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.55M +$245K +10,606 +6%
MSL
7
Mackay Shields LLC
New York
$3.88M – – –
LFR
8
Lehman Financial Resources
Pennsylvania
$3.26M -$1.49M -64,440 -31%
VanEck Associates
9
VanEck Associates
New York
$3.2M +$460K +19,900 +17%
WKWM
10
Walter & Keenan Wealth Management
Indiana
$3.02M +$115K +5,000 +4%
Stifel Financial
11
Stifel Financial
Missouri
$2.25M -$108K -4,676 -5%
FFA
12
First Foundation Advisors
California
$2.17M +$19.6K +848 +0.9%
NCM
13
Narwhal Capital Management
Georgia
$2.06M +$1.59K +69 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$2.02M -$307K -13,281 -13%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.8M -$121K -5,256 -6%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.71M +$181K +7,821 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.66M +$230K +9,947 +16%
RJA
18
Raymond James & Associates
Florida
$1.62M -$49.5K -2,145 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.54M -$147K -6,346 -9%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.49M -$711K -30,790 -32%
Citigroup
21
Citigroup
New York
$1.42M +$46K +1,993 +3%
PA
22
Pinnacle Associates
New York
$1.26M -$41K -1,774 -3%
HCM
23
Harvey Capital Management
Florida
$1.24M -$231K -10,000 -16%
UR
24
USCA RIA
Texas
$1.16M +$24.9K +1,079 +2%
Invesco
25
Invesco
Georgia
$962K -$39K -1,690 -4%
1
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BTT Hedge Fund Activity: Q2 2017 in Review

68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2017, worth a combined $179M — up 0.38% from $178M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BTT positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $2.67M. The largest seller was LPL Financial, cutting an estimated $4M.

  • 68 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2017, up from 64 in Q1 2017.
  • Funds reported $179M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2017, up 0.38% quarter-over-quarter.
  • 8 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2017 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2017 was Bank of America, an estimated $2.67M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2017 was LPL Financial, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2017.