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
Stifel Financial
26
Stifel Financial
Missouri
$1.47M +$52.4K +3,216 +4%
PWA
27
Primoris Wealth Advisors
Florida
$1.25M -$48.9K -2,999 -4%
RC
28
Rareview Capital
Nevada
$1.24M +$1.25M +76,836 New
NWMP
29
Noble Wealth Management PBC
Colorado
$1.19M +$318K +19,545 +36%
PFA
30
Petra Financial Advisors
Colorado
$1.15M +$1.16M +71,390 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.08M -$8.11K -498 -0.7%
LWM
32
Lifetime Wealth Management
Texas
$999K +$5.75K +353 +0.6%
UCFA
33
United Capital Financial Advisors
Texas
$995K -$6.09K -374 -0.6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$918K +$121K +7,436 +15%
NI
35
Natural Investments
California
$907K +$111K +6,809 +14%
SAI
36
Savvy Advisors Inc
New York
$843K -$32.6K -2,000 -4%
NA
37
NewEdge Advisors
Louisiana
$781K +$87.4K +5,363 +12%
GC
38
Guggenheim Capital
Illinois
$751K +$106K +6,519 +16%
IWP
39
Integrity Wealth Partners
California
$717K +$723K +44,345 New
WS
40
Wedbush Securities
California
$714K +$46.6K +2,862 +7%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$711K
OCM
42
Orleans Capital Management
Louisiana
$635K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$627K -$37K -2,268 -6%
WAM
44
Walker Asset Management
Missouri
$589K
KPWS
45
Kestra Private Wealth Services
Texas
$586K -$88.7K -5,441 -13%
SPIA
46
Steward Partners Investment Advisory
New York
$584K -$122K -7,478 -17%
AC
47
Addison Capital
Pennsylvania
$579K +$11.3K +693 +2%
WIA
48
Westview Investment Advisors
Vermont
$577K -$133K -8,156 -19%
OIM
49
Oder Investment Management
California
$568K +$17.9K +1,097 +3%
AFS
50
Access Financial Services
Minnesota
$546K +$33 +2 +0%