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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

84 hedge funds and large institutions have $186M invested in BlackRock Taxable Municipal Bond Trust in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
36
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$32.4M
2
Wells Fargo
2
Wells Fargo
California
$14.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
JHIU
4
Janus Henderson Investors US
Colorado
$19.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.74M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.62M
2
LPL Financial
2
LPL Financial
California
$4.53M
3
Bank of America
3
Bank of America
North Carolina
$13.8M
4
Invesco
4
Invesco
Georgia
$10.5M
5
PAG
5
Private Advisor Group
New Jersey
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$711K 29,174 +2,362 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$708K 29,036 +19,310 +199%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$700K 28,727 -8,675 -23%
HCM
29
Hollencrest Capital Management
California
$677K 27,789 +171 +0.6%
SWP
30
Stratos Wealth Partners
Ohio
$659K 27,050 +2,500 +10%
SPC
31
Sigma Planning Corp
Michigan
$617K 25,310 +9,137 +56%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$612K 25,113 -15,761 -39%
WS
33
Wedbush Securities
California
$575K 23,573 +3,170 +16%
MIAN
34
Mariner Independent Advisor Network
Kansas
$547K 22,418 +7,278 +48%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$541K 22,200 – –
SAM
36
SignalPoint Asset Management
Missouri
$534K 21,883 +29 +0.1%
PMG
37
ProVise Management Group
Florida
$509K 20,903 +11,026 +112%
BIM
38
Baldwin Investment Management
Pennsylvania
$499K 20,450 – –
MFS
39
MSI Financial Services
Massachusetts
$494K 20,261 +1,930 +11%
Deutsche Bank
40
Deutsche Bank
Germany
$432K 17,759 – –
EIA
41
Edgemoor Investment Advisors
Maryland
$401K 16,430 – –
IA
42
IFP Advisors
Florida
$397K 16,300 +15,900 +3,975%
LWAC
43
Laurel Wealth Advisors (California)
California
$376K 15,430 +15,430 New
VKH
44
Virtu KCG Holdings
New York
$373K 15,296 +15,296 New
AG
45
Advisor Group
Arizona
$336K 13,837 +13,837 New
EAM
46
Eventide Asset Management
Massachusetts
$328K 13,450 -1,000 -7%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$325K 13,303 +11,748 +755%
QCMC
48
Quantum Capital Management (California)
California
$317K 13,000 -1,047 -7%
OA
49
Oxbow Advisors
Texas
$317K 12,994 +1 +0%
GC
50
Guggenheim Capital
Illinois
$312K 12,801 +12,801 New
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