BBN icon

BlackRock Taxable Municipal Bond Trust

131 hedge funds and large institutions have $353M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
36
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IP
26
Intellectus Partners
California
$2.2M +$200K +7,369 +10%
IWA
27
IBEX Wealth Advisors
New Jersey
$2.06M -$101K -3,749 -5%
OIM
28
Oder Investment Management
California
$1.94M +$1.94M +71,888 New
MMA
29
Miracle Mile Advisors
California
$1.85M +$117K +4,351 +7%
AFS
30
Access Financial Services
Minnesota
$1.58M -$111K -4,126 -7%
SCM
31
Schnieders Capital Management
California
$1.54M +$303K +11,225 +24%
AWA
32
AmeriServ Wealth Advisors
Pennsylvania
$1.37M +$1.37M +50,853 New
IWM
33
IHT Wealth Management
Illinois
$1.37M -$54.7K -2,028 -4%
MLL
34
Moody Lynn & Lieberson
Massachusetts
$1.36M
SIC
35
Samalin Investment Counsel
New York
$1.31M -$68.4K -2,538 -5%
MIC
36
Meridian Investment Counsel
California
$1.3M
DA
37
DCM Advisors
New York
$1.06M +$1.06M +39,432 New
SWP
38
Stratos Wealth Partners
Ohio
$1.06M +$28.2K +1,047 +3%
ASN
39
Advisory Services Network
Georgia
$1.05M
HIP
40
HUB Investment Partners
Texas
$1M +$1M +38,704 New
KAS
41
Kestra Advisory Services
Texas
$989K +$989K +36,355 New
M&T Bank
42
M&T Bank
New York
$981K -$54.5K -2,021 -5%
GLA
43
Good Life Advisors
Pennsylvania
$923K +$426K +15,794 +86%
GP
44
Geneva Partners
Wisconsin
$910K +$910K +33,748 New
LA
45
LexAurum Advisors
Kansas
$810K +$33.1K +1,226 +4%
Stifel Financial
46
Stifel Financial
Missouri
$795K -$748K -27,748 -48%
CA
47
Cetera Advisors
Colorado
$791K +$32.1K +1,192 +4%
PMG
48
ProVise Management Group
Florida
$731K +$107K +3,969 +17%
LWAC
49
Laurel Wealth Advisors (California)
California
$693K
FMTCOCP
50
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$674K