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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
35
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$12.8M
2
Morgan Stanley
Morgan Stanley
New York
$23.8M
3
GFPC
Global Financial Private Capital
Florida
$2.06M
4
ECM
Evergreen Capital Management
Washington
$813K
5
William Blair & Company
William Blair & Company
Illinois
$635K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$445K
2
UBS Group
UBS Group
Switzerland
$17.7M
3
Invesco
Invesco
Georgia
$8.7M
4
SIA
Sit Investment Associates
Minnesota
$2.06M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$770K -$73.6K -3,148 -9%
PAG
27
Private Advisor Group
New Jersey
$697K -$43.1K -1,841 -6%
GC
28
Guggenheim Capital
Illinois
$692K -$31K -1,327 -4%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$672K -$40.4K -1,730 -6%
IH
30
IFC Holdings
Florida
$669K -$70.2K -2,984 -9%
CCP
31
Corient Capital Partners
California
$658K -$2.34K -100 -0.4%
AIA
32
Allegis Investment Advisors
Idaho
$654K +$199K +8,505 +44%
HCM
33
Hollencrest Capital Management
California
$640K +$3.23K +138 +0.5%
William Blair & Company
34
William Blair & Company
Illinois
$635K +$635K +27,175 New
DA
35
Doliver Advisors
Texas
$586K -$175K -7,511 -23%
FMTCOCP
36
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$584K – – –
LWAC
37
Laurel Wealth Advisors (California)
California
$553K +$23.4K +1,000 +4%
BRC
38
Bell Rock Capital
Delaware
$549K +$27.4K +1,174 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$533K +$5.73K +245 +1%
WKWM
40
Walter & Keenan Wealth Management
Indiana
$495K -$23.3K -1,000 -5%
SCM
41
Schnieders Capital Management
California
$491K +$120K +5,150 +32%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$490K +$2.24K +96 +0.5%
SPC
43
Sigma Planning Corp
Michigan
$469K +$469K +20,056 New
SWP
44
Stratos Wealth Partners
Ohio
$468K -$84.4K -3,610 -15%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$445K -$2.37M -101,196 -84%
UR
46
USCA RIA
Texas
$442K – – –
CA
47
Cetera Advisors
Colorado
$431K +$17.1K +734 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$413K +$413K +17,669 New
FAAS
49
First Allied Advisory Services
California
$400K -$15.8K -675 -4%
EIA
50
Edgemoor Investment Advisors
Maryland
$384K – – –
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