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BlackRock Municipal 2030 Target Term Trust

89 hedge funds and large institutions have $194M invested in BlackRock Municipal 2030 Target Term Trust in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

24% more funds holding

Funds holding: 7289 (+17)

6% more capital invested

Capital invested by funds: $184M → $194M (+$10.6M)

0.85% more ownership

Funds ownership: 11.48%12.32% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
35
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$41.5M +$1.01M +44,996 +2%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M +$1.25M +55,421 +4%
Bank of America
3
Bank of America
North Carolina
$29.1M +$253K +11,242 +0.9%
Wells Fargo
4
Wells Fargo
California
$13.4M +$1.64M +72,859 +14%
V
5
Veritable
Delaware
$9.12M +$149K +6,617 +2%
VanEck Associates
6
VanEck Associates
New York
$4.79M +$618K +27,505 +15%
PAIM
7
Punch & Associates Investment Management
Minnesota
$4.39M -$47.3K -2,105 -1%
MSL
8
Mackay Shields LLC
New York
$3.75M
LFR
9
Lehman Financial Resources
Pennsylvania
$3.16M
WKWM
10
Walter & Keenan Wealth Management
Indiana
$2.92M -$89.9K -4,000 -3%
FFA
11
First Foundation Advisors
California
$2.77M +$686K +30,502 +33%
Stifel Financial
12
Stifel Financial
Missouri
$2.41M +$201K +8,924 +9%
Ameriprise
13
Ameriprise
Minnesota
$2.21M -$75.1K -3,339 -3%
NCM
14
Narwhal Capital Management
Georgia
$1.97M +$1.46K +65 +0.1%
LCM
15
Landscape Capital Management
New Jersey
$1.85M +$1.24M +55,259 +202%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.77M +$27K +1,203 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.77M -$74.6K -3,318 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.65M +$123K +5,452 +8%
WAM
19
Wolverine Asset Management
Illinois
$1.64M +$941K +41,869 +133%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.61M -$76.4K -3,398 -5%
ASN
21
Advisory Services Network
Georgia
$1.59M +$70.4K +3,131 +5%
6M
22
6 Meridian
Kansas
$1.59M +$1.6M +71,327 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.54M -$97.6K -4,341 -6%
RJA
24
Raymond James & Associates
Florida
$1.45M -$48.8K -2,169 -3%
UR
25
USCA RIA
Texas
$1.33M +$214K +9,527 +19%

BTT Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2017, worth a combined $194M — up 5.8% from $184M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BTT positions and 9 closed out — a net gain of 17 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.64M. The largest seller was Doliver Advisors, cutting an estimated $1.62M.

  • 89 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $194M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 26 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2017 and 9 closed out, a net change of +17 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2017 was Wells Fargo, an estimated $1.64M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2017 was Doliver Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.