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BlackRock Municipal 2030 Target Term Trust

114 hedge funds and large institutions have $339M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

1% more capital invested

Capital invested by funds: $336M → $339M (+$3.21M)

0.51% more ownership

Funds ownership: 18.54%19.04% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 115114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
39
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$43.4M
Bank of America
2
Bank of America
North Carolina
$40.1M -$702K -27,535 -2%
Morgan Stanley
3
Morgan Stanley
New York
$37M +$427K +16,742 +1%
Wells Fargo
4
Wells Fargo
California
$35.5M -$930K -36,473 -3%
UBS Group
5
UBS Group
Switzerland
$33.1M +$435K +17,057 +1%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$11.6M -$821K -32,191 -7%
WCM
7
WealthBridge Capital Management
Ohio
$10.5M +$223K +8,749 +2%
Stifel Financial
8
Stifel Financial
Missouri
$9.15M +$317K +12,411 +4%
NCM
9
Narwhal Capital Management
Georgia
$8.45M +$63.8K +2,501 +0.8%
VanEck Associates
10
VanEck Associates
New York
$7.8M +$523K +20,505 +7%
V
11
Veritable
Delaware
$6.12M +$204K +7,988 +3%
MMA
12
Miracle Mile Advisors
California
$4.97M
WKWM
13
Walter & Keenan Wealth Management
Indiana
$4.75M +$233K +9,146 +5%
GCP
14
Gill Capital Partners
Colorado
$3.6M +$1.55M +60,933 +76%
RJA
15
Raymond James & Associates
Florida
$3.54M +$15K +589 +0.4%
RCM
16
Rivernorth Capital Management
Florida
$3.47M +$3.48M +136,615 New
JP Morgan Chase
17
JP Morgan Chase
New York
$3.09M +$92.5K +3,627 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.08M +$366K +14,344 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.88M -$276K -10,804 -9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.86M +$391K +15,343 +16%
FFA
21
First Foundation Advisors
California
$2.74M -$185K -7,242 -6%
WW
22
Waterfront Wealth
Kansas
$2.71M +$2.7M +105,866 New
GP
23
Geneva Partners
Wisconsin
$2.32M +$109K +4,268 +5%
ASN
24
Advisory Services Network
Georgia
$2.27M +$179K +7,031 +9%
SPIA
25
Steward Partners Investment Advisory
New York
$2.27M +$280K +10,982 +14%

BTT Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2021, worth a combined $339M — up 0.95% from $336M a quarter earlier.

Fund positioning in BTT was balanced in Q1 2021: 13 funds opened new positions, 13 closed out, 39 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.48M. The largest seller was Cohen & Steers, cutting an estimated $1.77M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2021, down from 115 in Q4 2020.
  • Funds reported $339M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2021 and 13 closed out, a net change of 0 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $3.48M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2021 was Cohen & Steers, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2021.