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BlackRock Municipal 2030 Target Term Trust

120 hedge funds and large institutions have $341M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $287M → $341M (+$53.6M)

12% more funds holding

Funds holding: 107120 (+13)

2.96% more ownership

Funds ownership: 19.8%22.76% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
34
Reduced
37
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
$35.9M -$5.94M -282,370 -14%
Morgan Stanley
2
Morgan Stanley
New York
$34.5M +$499K +23,734 +1%
MSL
3
Mackay Shields LLC
New York
$29.8M
KIM
4
Karpus Investment Management
New York
$26.6M +$25.3M +1,202,797 +2,690%
RCM
5
Rivernorth Capital Management
Florida
$24.7M +$21.4M +1,016,988 +709%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$22.1M +$570K +27,121 +3%
UBS Group
7
UBS Group
Switzerland
$19.5M -$606K -28,835 -3%
Stifel Financial
8
Stifel Financial
Missouri
$12.9M -$718K -34,163 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11.9M -$623K -29,645 -5%
NCM
10
Narwhal Capital Management
Georgia
$11.3M -$27.7K -1,318 -0.2%
WCM
11
WealthBridge Capital Management
Ohio
$10.4M -$367K -17,433 -3%
VanEck Associates
12
VanEck Associates
New York
$6.58M -$159K -7,558 -2%
V
13
Veritable
Delaware
$4.94M -$333K -15,812 -6%
WKWM
14
Walter & Keenan Wealth Management
Indiana
$4.5M -$56.2K -2,671 -1%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$4.49M +$1.8M +85,656 +68%
GCP
16
Gill Capital Partners
Colorado
$4.09M -$497K -23,637 -11%
XF
17
XML Financial
Maryland
$3.96M +$75.7K +3,600 +2%
RJA
18
Raymond James & Associates
Florida
$3.5M -$714K -33,937 -17%
LPL Financial
19
LPL Financial
California
$3.3M +$100K +4,765 +3%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$3.25M -$408K -19,395 -11%
Cerity Partners
21
Cerity Partners
New York
$3.02M +$2.99M +141,950 New
SPIA
22
Steward Partners Investment Advisory
New York
$2.91M -$620K -29,484 -18%
WW
23
Waterfront Wealth
Kansas
$2.84M +$185K +8,777 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.41M -$105K -4,974 -4%
ASN
25
Advisory Services Network
Georgia
$2.05M +$612K +29,110 +43%

BTT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q4 2022, worth a combined $341M — up 19% from $287M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BTT positions and 11 closed out — a net gain of 16 holders — while 34 added to existing stakes and 37 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $25.3M. The largest seller was Bank of America, cutting an estimated $5.94M.

  • 120 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $341M of BlackRock Municipal 2030 Target Term Trust stock for Q4 2022, up 19% quarter-over-quarter.
  • 27 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q4 2022 and 11 closed out, a net change of +16 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $25.3M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q4 2022 was Bank of America, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2022.