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BlackRock Municipal 2030 Target Term Trust

72 hedge funds and large institutions have $184M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more funds holding

Funds holding: 6872 (+4)

3% more capital invested

Capital invested by funds: $179M → $184M (+$4.66M)

0.52% more ownership

Funds ownership: 10.96%11.48% (+0.52%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
34
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41.1M +$478K +20,828 +1%
Morgan Stanley
2
Morgan Stanley
New York
$30M +$1.96M +85,584 +7%
Bank of America
3
Bank of America
North Carolina
$29.3M +$248K +10,791 +0.8%
Wells Fargo
4
Wells Fargo
California
$11.9M -$335K -14,614 -3%
V
5
Veritable
Delaware
$9.11M -$305K -13,277 -3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.5M +$47.7K +2,080 +1%
VanEck Associates
7
VanEck Associates
New York
$4.24M +$1.11M +48,497 +35%
MSL
8
Mackay Shields LLC
New York
$3.8M
LFR
9
Lehman Financial Resources
Pennsylvania
$3.21M
WKWM
10
Walter & Keenan Wealth Management
Indiana
$3.05M +$94.1K +4,100 +3%
Ameriprise
11
Ameriprise
Minnesota
$2.32M +$352K +15,347 +18%
Stifel Financial
12
Stifel Financial
Missouri
$2.24M +$43K +1,872 +2%
FFA
13
First Foundation Advisors
California
$2.11M -$10.1K -440 -0.5%
NCM
14
Narwhal Capital Management
Georgia
$2M -$21.5K -936 -1%
DA
15
Doliver Advisors
Texas
$1.92M +$1.38M +60,239 +247%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.87M +$241K +10,506 +15%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.77M +$93.7K +4,083 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.71M -$59.6K -2,598 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.67M +$206K +8,988 +14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.55M +$39.5K +1,719 +3%
ASN
21
Advisory Services Network
Georgia
$1.55M +$696K +30,319 +80%
RJA
22
Raymond James & Associates
Florida
$1.52M -$69.1K -3,010 -4%
Citigroup
23
Citigroup
New York
$1.4M +$4.89K +213 +0.3%
PA
24
Pinnacle Associates
New York
$1.23M +$528 +23 +0%
UR
25
USCA RIA
Texas
$1.16M

BTT Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2017, worth a combined $184M — up 2.6% from $179M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BTT positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was Harvey Capital Management, exiting entirely with an estimated $1.24M sold.

  • 72 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $184M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 11 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2017 and 6 closed out, a net change of +5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2017 was Morgan Stanley, an estimated $1.96M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2017 was Harvey Capital Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.