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BlackRock Municipal 2030 Target Term Trust

114 hedge funds and large institutions have $356M invested in BlackRock Municipal 2030 Target Term Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

5% more funds holding

Funds holding: 109114 (+5)

5% more capital invested

Capital invested by funds: $340M → $356M (+$15.7M)

0.56% more ownership

Funds ownership: 18.89%19.45% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
43
Reduced
23
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
$42M +$1.27M +49,568 +3%
MSL
2
Mackay Shields LLC
New York
$40.6M -$92.5K -3,605 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$35.3M +$52.6K +2,052 +0.2%
UBS Group
4
UBS Group
Switzerland
$26.5M +$668K +26,046 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$20.2M +$20M +780,559 New
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$15.2M +$599K +23,370 +4%
NCM
7
Narwhal Capital Management
Georgia
$13.8M +$2.4M +93,371 +21%
WCM
8
WealthBridge Capital Management
Ohio
$11.7M +$91.2K +3,554 +0.8%
VanEck Associates
9
VanEck Associates
New York
$10.6M +$720K +28,058 +7%
Stifel Financial
10
Stifel Financial
Missouri
$9.23M +$421K +16,413 +5%
RCM
11
Rivernorth Capital Management
Florida
$8.81M -$321K -12,523 -4%
Wells Fargo
12
Wells Fargo
California
$7.79M -$19.9M -775,514 -72%
V
13
Veritable
Delaware
$6.15M -$102K -3,964 -2%
RJA
14
Raymond James & Associates
Florida
$6.07M -$14.5K -567 -0.2%
WKWM
15
Walter & Keenan Wealth Management
Indiana
$4.95M -$82.9K -3,232 -2%
GCP
16
Gill Capital Partners
Colorado
$4.93M +$115K +4,485 +2%
XF
17
XML Financial
Maryland
$4.84M -$118K -4,600 -2%
AWA
18
Amplius Wealth Advisors
Pennsylvania
$4.61M +$4.57M +177,968 New
MMA
19
Miracle Mile Advisors
California
$4.41M -$90.6K -3,530 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.83M -$52K -2,028 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.7M +$368K +14,353 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.69M +$332K +12,959 +10%
GP
23
Geneva Partners
Wisconsin
$3.03M +$281K +10,937 +10%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.93M +$14.3K +558 +0.5%
Ameriprise
25
Ameriprise
Minnesota
$2.54M -$97.7K -3,810 -4%

BTT Hedge Fund Activity: Q4 2021 in Review

114 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2021, worth a combined $356M — up 4.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Narwhal Capital Management, adding an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $19.9M.

  • 114 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $356M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2021 was Narwhal Capital Management, an estimated $2.4M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2021 was Wells Fargo, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2021.