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BlackRock Municipal 2030 Target Term Trust

109 hedge funds and large institutions have $340M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 19.01%18.89% (-0.11%)

1% less funds holding

Funds holding: 110109 (-1)

3% less capital invested

Capital invested by funds: $352M → $340M (-$11.2M)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40.1M -$134K -5,118 -0.3%
MSL
2
Mackay Shields LLC
New York
$40M -$2.56M -97,653 -6%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M -$1.65M -62,975 -4%
Wells Fargo
4
Wells Fargo
California
$27.5M -$5.61M -214,237 -17%
UBS Group
5
UBS Group
Switzerland
$25.4M -$6.26M -238,789 -19%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$14.4M +$1.11M +42,294 +8%
WCM
7
WealthBridge Capital Management
Ohio
$11.4M +$232K +8,860 +2%
NCM
8
Narwhal Capital Management
Georgia
$11.2M +$3.04M +116,098 +36%
VanEck Associates
9
VanEck Associates
New York
$9.69M +$323K +12,328 +3%
RCM
10
Rivernorth Capital Management
Florida
$8.99M +$1.32M +50,326 +17%
Stifel Financial
11
Stifel Financial
Missouri
$8.67M -$94.1K -3,591 -1%
V
12
Veritable
Delaware
$6.15M +$786 +30 +0%
RJA
13
Raymond James & Associates
Florida
$5.99M +$2.39M +91,183 +64%
WKWM
14
Walter & Keenan Wealth Management
Indiana
$4.95M +$162K +6,187 +3%
XF
15
XML Financial
Maryland
$4.88M +$5.01M +191,085 New
GCP
16
Gill Capital Partners
Colorado
$4.74M +$618K +23,596 +15%
MMA
17
Miracle Mile Advisors
California
$4.43M -$574K -21,911 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.82M +$976K +37,255 +33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.3M -$1.52K -58 -0%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.28M -$15.8K -603 -0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.87M -$60.8K -2,321 -2%
GP
22
Geneva Partners
Wisconsin
$2.71M +$314K +11,967 +13%
Ameriprise
23
Ameriprise
Minnesota
$2.6M +$339K +12,940 +15%
LA
24
LexAurum Advisors
Kansas
$2.39M +$148K +5,661 +6%
COLIM
25
City of London Investment Management
United Kingdom
$2.37M +$775K +29,577 +47%

BTT Hedge Fund Activity: Q3 2021 in Review

109 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2021, worth a combined $340M — down 3.2% from $352M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BTT positions and 8 closed out — a net gain of 1 holder — while 40 added to existing stakes and 29 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $5.01M. The largest seller was UBS Group, cutting an estimated $6.26M.

  • 109 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2021, down from 110 in Q2 2021.
  • Funds reported $340M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2021, down 3.2% quarter-over-quarter.
  • 9 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2021 was XML Financial, an estimated $5.01M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2021 was UBS Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q3 2021.