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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

97 hedge funds and large institutions have $142M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.59M
2
Wells Fargo
2
Wells Fargo
California
$10.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$634K
4
DA
4
Doliver Advisors
Texas
$747K
5
Millennium Management
5
Millennium Management
New York
$463K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$720K
2
BIM
2
Baldwin Investment Management
Pennsylvania
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$213K
4
Invesco
4
Invesco
Georgia
$10M
5
FFA
5
First Foundation Advisors
California
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$728K -$36.7K -1,595 -5%
LPL Financial
27
LPL Financial
California
$720K -$4.28M -186,840 -86%
IH
28
IFC Holdings
Florida
$712K +$2.29K +101 +0.3%
GC
29
Guggenheim Capital
Illinois
$709K -$51.2K -2,236 -7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$698K +$24.1K +1,054 +4%
CCP
31
Corient Capital Partners
California
$647K – – –
SG Americas Securities
32
SG Americas Securities
New York
$634K +$634K +27,661 New
HCM
33
Hollencrest Capital Management
California
$624K +$3.21K +140 +0.5%
FMTCOCP
34
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$573K – – –
SWP
35
Stratos Wealth Partners
Ohio
$541K +$7.17K +313 +1%
LWAC
36
Laurel Wealth Advisors (California)
California
$519K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$517K +$15.5K +678 +3%
BRC
38
Bell Rock Capital
Delaware
$512K +$138K +6,032 +37%
WKWM
39
Walter & Keenan Wealth Management
Indiana
$509K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$478K -$68.3K -2,983 -13%
Millennium Management
41
Millennium Management
New York
$463K +$463K +20,192 New
AIA
42
Allegis Investment Advisors
Idaho
$446K +$39.7K +1,734 +10%
UR
43
USCA RIA
Texas
$442K – – –
SAM
44
SignalPoint Asset Management
Missouri
$432K – – –
FAAS
45
First Allied Advisory Services
California
$407K +$65.3K +2,846 +19%
CA
46
Cetera Advisors
Colorado
$404K +$30.7K +1,348 +8%
EIA
47
Edgemoor Investment Advisors
Maryland
$376K – – –
SCM
48
Schnieders Capital Management
California
$363K +$40.1K +1,750 +12%
GLA
49
Good Life Advisors
Pennsylvania
$354K +$11K +480 +3%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$300K +$300K +13,083 New
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