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BlackRock Taxable Municipal Bond Trust

114 hedge funds and large institutions have $300M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
35
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
26
Intellectus Partners
California
$1.91M +$218K +8,425 +13%
MMA
27
Miracle Mile Advisors
California
$1.67M -$125K -4,808 -7%
AFS
28
Access Financial Services
Minnesota
$1.62M -$199K -7,686 -11%
Stifel Financial
29
Stifel Financial
Missouri
$1.48M -$2.01M -77,351 -57%
IWM
30
IHT Wealth Management
Illinois
$1.37M +$1.37M +52,758 New
SIC
31
Samalin Investment Counsel
New York
$1.32M +$1.32M +50,936 New
MLL
32
Moody Lynn & Lieberson
Massachusetts
$1.31M
MIC
33
Meridian Investment Counsel
California
$1.25M
SCM
34
Schnieders Capital Management
California
$1.19M -$22K -850 -2%
ASN
35
Advisory Services Network
Georgia
$1.01M -$42.4K -1,638 -4%
M&T Bank
36
M&T Bank
New York
$995K -$18.9K -729 -2%
SWP
37
Stratos Wealth Partners
Ohio
$994K +$15.5K +597 +2%
SAM
38
Secure Asset Management
Michigan
$881K -$25.9K -1,000 -3%
LA
39
LexAurum Advisors
Kansas
$747K +$19.4K +749 +3%
CA
40
Cetera Advisors
Colorado
$730K -$1.62M -62,655 -69%
LWAC
41
Laurel Wealth Advisors (California)
California
$667K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$654K +$24.5K +944 +4%
FMTCOCP
43
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$648K
PAG
44
Private Advisor Group
New Jersey
$622K -$1.28M -49,193 -67%
PMG
45
ProVise Management Group
Florida
$600K +$38.3K +1,475 +7%
BRC
46
Bell Rock Capital
Delaware
$534K +$2.49K +96 +0.5%
AIP
47
Ahrens Investment Partners
Louisiana
$529K +$529K +20,400 New
EM
48
ELCO Management
New York
$511K
PAA
49
Peregrine Asset Advisers
Oregon
$501K +$985 +38 +0.2%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$480K