We are live on ! Find out more
BBN icon

BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $421M invested in BlackRock Taxable Municipal Bond Trust in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.29% more ownership

Funds ownership: 40.92%42.21% (+1.3%)

3% more capital invested

Capital invested by funds: $409M → $421M (+$12.1M)

0% more funds holding

Funds holding: 122122 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
45
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$121M +$12.5M +769,256 +11%
Morgan Stanley
2
Morgan Stanley
New York
$84.4M +$79.4K +4,872 +0.1%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$35.6M +$1.46M +89,793 +4%
Bank of America
4
Bank of America
North Carolina
$18.3M +$436K +26,778 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$16.4M +$654K +40,131 +4%
FWM
6
Focused Wealth Management
New York
$13.1M +$586K +35,989 +5%
UBS Group
7
UBS Group
Switzerland
$13M -$145K -8,926 -1%
Wells Fargo
8
Wells Fargo
California
$11.7M +$413K +25,346 +4%
Invesco
9
Invesco
Georgia
$11.6M +$2.19M +134,572 +23%
LPL Financial
10
LPL Financial
California
$11.3M -$653K -40,102 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11M +$2.9K +178 +0%
Ameriprise
12
Ameriprise
Minnesota
$6.51M +$368K +22,612 +6%
M&T Bank
13
M&T Bank
New York
$5.1M -$2.96M -181,792 -37%
RCM
14
Rivernorth Capital Management
Florida
$3.78M +$3.81M +233,622 New
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.89M +$18.9K +1,158 +0.7%
1CP
16
1607 Capital Partners
Virginia
$2.64M +$2.66M +163,212 New
IP
17
Intellectus Partners
California
$2.53M -$352K -21,610 -12%
BAM
18
Broyhill Asset Management
North Carolina
$2.47M -$4.07K -250 -0.2%
BEI
19
Benjamin Edwards Inc
Missouri
$2.37M +$446K +27,381 +23%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.32M -$592K -36,362 -20%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.1M +$310K +19,034 +17%
RP
22
Riverbridge Partners
Minnesota
$1.9M +$990K +60,739 +107%
PAS
23
Park Avenue Securities
New York
$1.81M +$290K +17,817 +19%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.49M -$140K -8,563 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.48M -$635K -38,971 -30%