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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

92 hedge funds and large institutions have $165M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-13
Holders Change %
-12.38%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
41
Reduced
18
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.77M
2
CA
Cornerstone Advisory
Maryland
+$5.93M
3
LPL Financial
LPL Financial
California
+$1.41M
4
UBS Group
UBS Group
Switzerland
+$934K
5
Invesco
Invesco
Georgia
+$456K

Top Sellers

1
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$13.6M
2
Ameriprise
Ameriprise
Minnesota
-$2.87M
3
Morgan Stanley
Morgan Stanley
New York
-$1.48M
4
SIA
Sit Investment Associates
Minnesota
-$1.21M
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$799K +$14.3K +634 +2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$792K +$7.77K +345 +1%
BTS
28
BB&T Securities
Virginia
$782K -$198K -8,794 -20%
ECM
29
Evergreen Capital Management
Washington
$759K +$113 +5 +0%
LA
30
LexAurum Advisors
Kansas
$754K +$68 +3 +0%
DADC
31
D.A. Davidson & Co
Montana
$749K +$190K +8,452 +34%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$748K +$26.2K +1,161 +4%
Citigroup
33
Citigroup
New York
$734K -$38.6K -1,711 -5%
AIA
34
Allegis Investment Advisors
Idaho
$710K +$36.1K +1,602 +5%
PAG
35
Private Advisor Group
New Jersey
$582K +$367K +16,330 +171%
SCM
36
Schnieders Capital Management
California
$578K +$50.7K +2,250 +10%
FMTCOCP
37
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$563K – – –
LWAC
38
Laurel Wealth Advisors (California)
California
$533K – – –
BRC
39
Bell Rock Capital
Delaware
$527K +$2.37K +105 +0.5%
WKWM
40
Walter & Keenan Wealth Management
Indiana
$477K – – –
UR
41
USCA RIA
Texas
$435K +$15.8K +700 +4%
SWP
42
Stratos Wealth Partners
Ohio
$382K +$3.47K +154 +0.9%
MML Investors Services
43
MML Investors Services
Massachusetts
$372K -$34.7K -1,539 -9%
EIA
44
Edgemoor Investment Advisors
Maryland
$370K – – –
FAAS
45
First Allied Advisory Services
California
$366K -$4.52K -200 -1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$362K +$8.73K +388 +2%
NL
47
NWAM LLC
Washington
$332K +$332K +14,763 New
PMG
48
ProVise Management Group
Florida
$330K – – –
GLA
49
Good Life Advisors
Pennsylvania
$329K – – –
FIAS
50
FinTrust Investment Advisory Services
South Carolina
$306K – – –
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