We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust

118 hedge funds and large institutions have $360M invested in BlackRock Municipal 2030 Target Term Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 115118 (+3)

0.95% more ownership

Funds ownership: 23.61%24.56% (+0.95%)

0% less capital invested

Capital invested by funds: $360M → $360M (-$260K)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
32
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.1M +$4.95M +234,792 +13%
RCM
2
Rivernorth Capital Management
Florida
$38.5M +$7.85M +372,744 +25%
KIM
3
Karpus Investment Management
New York
$31.9M +$2.55M +121,043 +9%
Bank of America
4
Bank of America
North Carolina
$29.2M -$3.34M -158,576 -10%
MSL
5
Mackay Shields LLC
New York
$29.1M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$22M
UBS Group
7
UBS Group
Switzerland
$19M -$242K -11,494 -1%
Stifel Financial
8
Stifel Financial
Missouri
$11.7M -$285K -13,524 -2%
NCM
9
Narwhal Capital Management
Georgia
$10.9M -$125K -5,917 -1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$10.1M -$395K -18,741 -4%
WCM
11
WealthBridge Capital Management
Ohio
$9.33M -$728K -34,554 -7%
VanEck Associates
12
VanEck Associates
New York
$7.85M +$198K +9,397 +3%
MFG
13
Merit Financial Group
Georgia
$6.84M +$4.21M +199,824 +154%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$5.92M +$462K +21,929 +8%
V
15
Veritable
Delaware
$4.83M +$865K +41,073 +21%
WKWM
16
Walter & Keenan Wealth Management
Indiana
$4.35M -$263K -12,460 -6%
GCP
17
Gill Capital Partners
Colorado
$4.24M -$194K -9,194 -4%
RJA
18
Raymond James & Associates
Florida
$3.78M +$249K +11,840 +7%
LPL Financial
19
LPL Financial
California
$3.76M -$28.5K -1,353 -0.7%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$3.4M +$509K +24,154 +17%
Cerity Partners
21
Cerity Partners
New York
$2.95M
ST
22
Sentinel Trust
Texas
$2.94M +$988K +46,900 +50%
SPIA
23
Steward Partners Investment Advisory
New York
$2.7M +$29.2K +1,386 +1%
JCM
24
Jacobi Capital Management
Pennsylvania
$2.65M +$443K +21,017 +20%
WW
25
Waterfront Wealth
Kansas
$2.63M -$43.9K -2,084 -2%

BTT Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q2 2023, worth a combined $360M — down 0.07% from $360M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BTT positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.85M. The largest seller was Bank of America, cutting an estimated $3.34M.

  • 118 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q2 2023, up from 115 in Q1 2023.
  • Funds reported $360M of BlackRock Municipal 2030 Target Term Trust stock for Q2 2023, down 0.07% quarter-over-quarter.
  • 16 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q2 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $7.85M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q2 2023 was Bank of America, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2023.