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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

101 hedge funds and large institutions have $260M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
38
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$24.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.25M
3
Morgan Stanley
Morgan Stanley
New York
$42.7M
4
Invesco
Invesco
Georgia
$13.4M
5
Wells Fargo
Wells Fargo
California
$13.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$11.5M
2
HH
Hilltop Holdings
Texas
$9.43M
3
PCIA
Prime Capital Investment Advisors
Kansas
$1.92M
4
JG
Jefferies Group
New York
$2.45M
5
Citigroup
Citigroup
New York
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$1.77M +$386K +15,846 +28%
AFS
27
Access Financial Services
Minnesota
$1.76M +$105K +4,330 +6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.69M +$1.12M +45,948 +197%
NL
29
NWAM LLC
Washington
$1.42M +$346K +14,198 +32%
TA
30
TCG Advisors
Texas
$1.29M +$110K +4,501 +9%
OA
31
Oxbow Advisors
Texas
$1.2M -$54.9K -2,257 -4%
MIC
32
Meridian Investment Counsel
California
$1.17M – – –
SCM
33
Schnieders Capital Management
California
$1.09M +$395K +16,250 +57%
M&T Bank
34
M&T Bank
New York
$1.05M +$463K +19,028 +79%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$961K +$773K +31,772 +412%
ASN
36
Advisory Services Network
Georgia
$943K -$44K -1,808 -4%
SWP
37
Stratos Wealth Partners
Ohio
$862K +$351K +14,424 +69%
LA
38
LexAurum Advisors
Kansas
$666K +$268 +11 +0%
PMG
39
ProVise Management Group
Florida
$629K – – –
FMTCOCP
40
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$609K – – –
LWAC
41
Laurel Wealth Advisors (California)
California
$600K -$172K -7,083 -22%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$516K -$43.4K -1,798 -8%
Citigroup
43
Citigroup
New York
$509K -$342K -14,047 -40%
BRC
44
Bell Rock Capital
Delaware
$494K +$3.24K +133 +0.7%
EM
45
ELCO Management
New York
$494K +$43.8K +1,800 +10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$490K +$6.13K +252 +1%
SRSA
47
S.R. Schill & Associates
Washington
$480K -$73.1K -3,000 -13%
FCA
48
FinTrust Capital Advisors
South Carolina
$465K – – –
BB
49
Busey Bank
Illinois
$464K – – –
GLA
50
Good Life Advisors
Pennsylvania
$463K +$2.07K +85 +0.4%
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