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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$96.3M
2
RAM
2
Readystate Asset Management
Illinois
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$80.4M
4
1CP
4
1607 Capital Partners
Virginia
$3.9M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.83M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.17M
2
LPL Financial
2
LPL Financial
California
$9.59M
3
Ameriprise
3
Ameriprise
Minnesota
$6.41M
4
AF
4
Apexium Financial
Texas
$1.22M
5
WS
5
Wedbush Securities
California
$613K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$96.3M 5,977,374 +815,786 +16%
Morgan Stanley
2
Morgan Stanley
New York
$80.4M 4,989,730 +107,605 +2%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$30.6M 1,899,894 +52,203 +3%
UBS Group
4
UBS Group
Switzerland
$18.7M 1,159,984 +52,077 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$14.5M 899,059 +48,679 +6%
Invesco
6
Invesco
Georgia
$12.4M 772,393 +26,369 +4%
FWM
7
Focused Wealth Management
New York
$10.7M 662,967 +32,941 +5%
Bank of America
8
Bank of America
North Carolina
$10.7M 661,412 -10,232 -2%
Wells Fargo
9
Wells Fargo
California
$10.3M 637,629 -21,575 -3%
M&T Bank
10
M&T Bank
New York
$9.85M 611,471 -17,767 -3%
LPL Financial
11
LPL Financial
California
$9.59M 595,235 -152,637 -20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.67M 538,137 -24,378 -4%
Ameriprise
13
Ameriprise
Minnesota
$6.41M 398,092 -99,285 -20%
1CP
14
1607 Capital Partners
Virginia
$3.9M 242,000 +90,100 +59%
SG
15
StoneX Group
New York
$3.11M 193,060 +4,094 +2%
IP
16
Intellectus Partners
California
$2.84M 176,243 -23,425 -12%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$2.83M 175,808 +53,163 +43%
BAM
18
Broyhill Asset Management
North Carolina
$2.72M 168,948 -4,000 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.43M 150,660 -1,278 -0.8%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.05M 127,193 -2,376 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.04M 126,749 -2,043 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2M 124,149 -5,912 -5%
RAM
23
Readystate Asset Management
Illinois
$1.97M 122,477 +122,477 New
BEI
24
Benjamin Edwards Inc
Missouri
$1.91M 118,574 +9,707 +9%
PAS
25
Park Avenue Securities
New York
$1.84M 114,280 -3,216 -3%
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