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BlackRock Municipal 2030 Target Term Trust

113 hedge funds and large institutions have $297M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 110113 (+3)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.38% less ownership

Funds ownership: 19.37%18.99% (-0.38%)

8% less capital invested

Capital invested by funds: $323M → $297M (-$25.8M)

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
32
Reduced
31
Closed
11
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
$40.9M +$1.36M +60,231 +3%
Morgan Stanley
2
Morgan Stanley
New York
$34M +$2.93M +129,358 +9%
MSL
3
Mackay Shields LLC
New York
$33.1M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$20.3M +$2.43M +107,435 +13%
UBS Group
5
UBS Group
Switzerland
$19.7M -$1.04M -45,822 -5%
Stifel Financial
6
Stifel Financial
Missouri
$14.1M +$731K +32,285 +5%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$13.4M +$62K +2,738 +0.5%
NCM
8
Narwhal Capital Management
Georgia
$11.5M -$216K -9,521 -2%
WCM
9
WealthBridge Capital Management
Ohio
$11.2M +$957K +42,266 +9%
VanEck Associates
10
VanEck Associates
New York
$5.62M -$888K -39,220 -13%
V
11
Veritable
Delaware
$5.19M +$2.2K +97 +0%
GCP
12
Gill Capital Partners
Colorado
$4.56M
WKWM
13
Walter & Keenan Wealth Management
Indiana
$4.55M +$242K +10,673 +5%
RJA
14
Raymond James & Associates
Florida
$4.46M -$973K -42,997 -18%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$3.88M -$94.9K -4,192 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$3.35M +$1.56M +68,881 +84%
CCM
17
Covington Capital Management
California
$3.14M +$3.16M +139,700 +6,209%
GP
18
Geneva Partners
Wisconsin
$2.77M +$90K +3,978 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.75M -$128K -5,654 -4%
LPL Financial
20
LPL Financial
California
$2.61M +$385K +17,001 +17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.47M -$108K -4,774 -4%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.32M +$1.1M +48,497 +86%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.26M -$1.04M -45,977 -31%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.18M -$9.08K -401 -0.4%
Ameriprise
25
Ameriprise
Minnesota
$1.99M -$170K -7,507 -8%

BTT Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2022, worth a combined $297M — down 8% from $323M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BTT positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Covington Capital Management, adding an estimated $3.16M. The largest seller was Wells Fargo, cutting an estimated $6.36M.

  • 113 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2022, up from 110 in Q1 2022.
  • Funds reported $297M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2022, down 8% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2022 was Covington Capital Management, an estimated $3.16M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2022 was Wells Fargo, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2022.