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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
47
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.8M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
Invesco
3
Invesco
Georgia
$13.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.45M
5
LPL Financial
5
LPL Financial
California
$9.35M

Top Sellers

1
SB
1
Simmons Bank
Arkansas
$559K
2
LGA
2
Lebenthal Global Advisors
New York
$18.6M
3
FFA
3
First Foundation Advisors
California
$3.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
26
Intellectus Partners
California
$2.77M +$350K +13,587 +14%
RCA
27
Reitz Capital Advisors
Michigan
$2.76M +$2.76M +107,044 New
PAMP
28
Polar Asset Management Partners
Ontario, Canada
$2.56M – – –
FNBSF
29
First National Bank Sioux Falls
South Dakota
$2.42M +$1.1M +42,500 +83%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$2.17M -$14K -544 -0.6%
GP
31
Geneva Partners
Wisconsin
$2.04M -$86.4K -3,351 -4%
AWA
32
AmeriServ Wealth Advisors
Pennsylvania
$2.04M +$814K +31,560 +67%
MMA
33
Miracle Mile Advisors
California
$2.03M +$222K +8,604 +12%
OIM
34
Oder Investment Management
California
$1.9M +$36.6K +1,420 +2%
IWA
35
IBEX Wealth Advisors
New Jersey
$1.87M -$82.5K -3,198 -4%
WS
36
Wedbush Securities
California
$1.76M +$1.29M +50,014 +273%
KPW
37
Kore Private Wealth
New York
$1.76M -$421K -16,319 -19%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$1.64M +$417K +16,165 +34%
AFS
39
Access Financial Services
Minnesota
$1.55M +$9.62K +373 +0.6%
SCM
40
Schnieders Capital Management
California
$1.55M – – –
MIC
41
Meridian Investment Counsel
California
$1.39M – – –
MLL
42
Moody Lynn & Lieberson
Massachusetts
$1.34M +$38.2K +1,482 +3%
AUB
43
Atlantic Union Bankshares
Virginia
$1.25M +$70.1K +2,720 +6%
SWP
44
Stratos Wealth Partners
Ohio
$1.22M -$78.9K -3,060 -6%
FWM
45
Focused Wealth Management
New York
$1.18M +$9.97K +387 +0.9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.12M +$710K +27,554 +174%
CAN
47
Cetera Advisor Networks
California
$1.1M +$1.1M +42,633 New
ASN
48
Advisory Services Network
Georgia
$1.09M +$77.4K +3,000 +8%
DA
49
DCM Advisors
New York
$1.03M +$46.4K +1,800 +5%
IWM
50
IHT Wealth Management
Illinois
$1.03M -$106K -4,109 -9%
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