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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

99 hedge funds and large institutions have $201M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
35
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.9M
2
Ameriprise
Ameriprise
Minnesota
+$3.44M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$2.27M
4
CA
Cetera Advisors
Colorado
+$1.37M
5
UBS Group
UBS Group
Switzerland
+$998K

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$4.91M
2
HH
Hilltop Holdings
Texas
-$1.76M
3
FEG
Financial Enhancement Group
Indiana
-$969K
4
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$744K
5
CRC
Curi RMB Capital
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$1.32M +$247K +10,404 +23%
OA
27
Oxbow Advisors
Texas
$1.18M -$44K -1,855 -4%
MIC
28
Meridian Investment Counsel
California
$1.14M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$995K +$67K +2,825 +7%
ASN
30
Advisory Services Network
Georgia
$961K -$32.6K -1,377 -3%
NL
31
NWAM LLC
Washington
$889K -$24K -1,011 -3%
Citigroup
32
Citigroup
New York
$853K -$88.3K -3,724 -9%
GC
33
Guggenheim Capital
Illinois
$822K +$51K +2,152 +7%
TA
34
TCG Advisors
Texas
$795K +$53.9K +2,271 +7%
SCM
35
Schnieders Capital Management
California
$680K – – –
LA
36
LexAurum Advisors
Kansas
$648K -$17.8K -751 -3%
FMTCOCP
37
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$593K – – –
PMG
38
ProVise Management Group
Florida
$582K +$16.4K +692 +3%
Millennium Management
39
Millennium Management
New York
$523K +$282K +11,891 +117%
LWAC
40
Laurel Wealth Advisors (California)
California
$521K -$54.8K -2,310 -10%
GLA
41
Good Life Advisors
Pennsylvania
$514K – – –
SWP
42
Stratos Wealth Partners
Ohio
$503K +$10.1K +425 +2%
BRC
43
Bell Rock Capital
Delaware
$490K -$40.6K -1,710 -8%
FCA
44
FinTrust Capital Advisors
South Carolina
$453K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$426K +$11.4K +482 +3%
EM
46
ELCO Management
New York
$415K +$415K +17,500 New
M&T Bank
47
M&T Bank
New York
$408K +$408K +17,183 New
BB
48
Busey Bank
Illinois
$405K +$119K +5,000 +41%
EIA
49
Edgemoor Investment Advisors
Maryland
$390K – – –
WKWM
50
Walter & Keenan Wealth Management
Indiana
$387K – – –
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