BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

105 hedge funds and large institutions have $176M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
33
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$10.1M
2
UBS Group
2
UBS Group
Switzerland
$18.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.4M
5
Squarepoint
5
Squarepoint
New York
$371K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.21M
2
CI
2
Conning Inc
Connecticut
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$221K
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$808K +$122K +5,242 +18%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$808K +$279K +12,024 +53%
Citigroup
28
Citigroup
New York
$795K +$31.2K +1,347 +4%
ECM
29
Evergreen Capital Management
Washington
$782K -$25.3K -1,091 -3%
LA
30
LexAurum Advisors
Kansas
$760K +$760K +33,462 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$743K +$76.2K +3,286 +11%
AIA
32
Allegis Investment Advisors
Idaho
$694K +$44.9K +1,936 +7%
IH
33
IFC Holdings
Florida
$673K +$11.9K +513 +2%
CCP
34
Corient Capital Partners
California
$644K -$9.28K -400 -1%
HCM
35
Hollencrest Capital Management
California
$639K +$4.41K +190 +0.7%
FMTCOCP
36
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$580K – – –
DADC
37
D.A. Davidson & Co
Montana
$575K +$248K +10,714 +76%
LWAC
38
Laurel Wealth Advisors (California)
California
$549K – – –
SCM
39
Schnieders Capital Management
California
$543K +$55.7K +2,400 +11%
BRC
40
Bell Rock Capital
Delaware
$537K -$6.57K -284 -1%
DA
41
Doliver Advisors
Texas
$510K -$71.6K -3,089 -12%
WKWM
42
Walter & Keenan Wealth Management
Indiana
$492K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$442K +$209 +9 +0%
UR
44
USCA RIA
Texas
$431K -$16.2K -700 -4%
MML Investors Services
45
MML Investors Services
Massachusetts
$419K +$124K +5,337 +42%
CA
46
Cetera Advisors
Colorado
$413K -$15.6K -672 -4%
SWP
47
Stratos Wealth Partners
Ohio
$390K -$74.7K -3,216 -16%
FAAS
48
First Allied Advisory Services
California
$381K -$15.3K -659 -4%
EIA
49
Edgemoor Investment Advisors
Maryland
$374K – – –
Squarepoint
50
Squarepoint
New York
$371K +$371K +15,984 New
1
2
3 4 5