BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

92 hedge funds and large institutions have $168M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
37
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$2.12M
2
HH
Hilltop Holdings
Texas
+$1.33M
3
Invesco
Invesco
Georgia
+$1.12M
4
NMC
Nine Masts Capital
Hong Kong
+$823K
5
LPL Financial
LPL Financial
California
+$626K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$5.66M
2
DA
Doliver Advisors
Texas
-$1.56M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$769K
5
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$962K -$51.2K -2,417 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$840K +$31.1K +1,466 +4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$829K +$72.3K +3,409 +10%
NMC
29
Nine Masts Capital
Hong Kong
$823K +$823K +38,800 New
NL
30
NWAM LLC
Washington
$753K +$97.4K +4,595 +15%
ECM
31
Evergreen Capital Management
Washington
$715K +$148 +7 +0%
LA
32
LexAurum Advisors
Kansas
$703K -$4.16K -196 -0.6%
LWAC
33
Laurel Wealth Advisors (California)
California
$561K +$38.1K +1,800 +7%
SCM
34
Schnieders Capital Management
California
$550K – – –
FMTCOCP
35
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$530K – – –
PAG
36
Private Advisor Group
New Jersey
$528K +$528K +24,925 New
MML Investors Services
37
MML Investors Services
Massachusetts
$479K +$107K +5,062 +29%
BRC
38
Bell Rock Capital
Delaware
$467K -$10.6K -497 -2%
William Blair & Company
39
William Blair & Company
Illinois
$447K – – –
UR
40
USCA RIA
Texas
$445K +$42.4K +2,000 +11%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$403K +$403K +19,000 New
CA
42
Cetera Advisors
Colorado
$384K +$6.12K +289 +2%
SWP
43
Stratos Wealth Partners
Ohio
$370K +$5.05K +238 +1%
PMG
44
ProVise Management Group
Florida
$359K +$48.3K +2,280 +16%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$358K +$18.9K +890 +6%
GC
46
Guggenheim Capital
Illinois
$357K +$61K +2,876 +21%
Millennium Management
47
Millennium Management
New York
$355K +$355K +16,747 New
EIA
48
Edgemoor Investment Advisors
Maryland
$348K – – –
FAAS
49
First Allied Advisory Services
California
$331K +$43.2K +2,032 +15%
GLA
50
Good Life Advisors
Pennsylvania
$314K -$7.39K -350 -2%
1
2
3 4 5