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BlackRock Municipal 2030 Target Term Trust

115 hedge funds and large institutions have $336M invested in BlackRock Municipal 2030 Target Term Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

11% more funds holding

Funds holding: 104115 (+11)

2% more capital invested

Capital invested by funds: $328M → $336M (+$8.09M)

0.05% less ownership

Funds ownership: 18.59%18.54% (-0.05%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$43.9M
Bank of America
2
Bank of America
North Carolina
$41.3M +$1.34M +53,412 +3%
Morgan Stanley
3
Morgan Stanley
New York
$36.9M +$409K +16,305 +1%
Wells Fargo
4
Wells Fargo
California
$36.8M -$1.23M -49,190 -3%
UBS Group
5
UBS Group
Switzerland
$33.1M -$75.8K -3,022 -0.2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$12.5M +$140K +5,595 +1%
WCM
7
WealthBridge Capital Management
Ohio
$10.4M +$274K +10,923 +3%
Stifel Financial
8
Stifel Financial
Missouri
$8.93M +$108K +4,294 +1%
NCM
9
Narwhal Capital Management
Georgia
$8.48M +$1.03M +41,089 +14%
VanEck Associates
10
VanEck Associates
New York
$7.35M -$135K -5,393 -2%
V
11
Veritable
Delaware
$5.98M +$1.28M +51,117 +28%
MMA
12
Miracle Mile Advisors
California
$5.02M -$125K -5,000 -2%
WKWM
13
Walter & Keenan Wealth Management
Indiana
$4.56M +$92.2K +3,677 +2%
RJA
14
Raymond James & Associates
Florida
$3.56M -$83.8K -3,342 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.19M -$111K -4,428 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.03M -$131K -5,239 -4%
FFA
17
First Foundation Advisors
California
$2.95M -$251K -10,021 -8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.74M -$131K -5,224 -5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.49M -$341K -13,591 -12%
LDFR
20
Lehman & Derafelo Financial Resources
Pennsylvania
$2.26M
GP
21
Geneva Partners
Wisconsin
$2.23M +$270K +10,776 +14%
BCA
22
Biltmore Capital Advisors
New Jersey
$2.17M -$5.46M -217,657 -72%
Ameriprise
23
Ameriprise
Minnesota
$2.12M -$60.7K -2,421 -3%
LA
24
LexAurum Advisors
Kansas
$2.12M +$191K +7,604 +10%
ASN
25
Advisory Services Network
Georgia
$2.12M +$1.58K +63 +0.1%

BTT Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2020, worth a combined $336M — up 2.5% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BTT positions and 7 closed out — a net gain of 11 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Gill Capital Partners, adding an estimated $1.34M. The largest seller was Biltmore Capital Advisors, cutting an estimated $5.46M.

  • 115 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2020, up from 104 in Q3 2020.
  • Funds reported $336M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2020, up 2.5% quarter-over-quarter.
  • 18 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2020 was Gill Capital Partners, an estimated $1.34M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2020 was Biltmore Capital Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2020.