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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

144 hedge funds and large institutions have $404M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+21
Holders Change %
+17.07%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
1
First National Bank Sioux Falls
South Dakota
$2.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.22M
3
LPL Financial
3
LPL Financial
California
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.3M
5
Wells Fargo
5
Wells Fargo
California
$12.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.5M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$1.63M
4
RJA
4
Raymond James & Associates
Florida
$5.16M
5
TC
5
TownSquare Capital
Utah
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.37M -$11.6K -442 -0.3%
RCA
27
Reitz Capital Advisors
Michigan
$2.76M -$1.08M -41,863 -28%
PAMP
28
Polar Asset Management Partners
Ontario, Canada
$2.6M – – –
GP
29
Geneva Partners
Wisconsin
$2.53M +$81.1K +3,098 +3%
FNBSF
30
First National Bank Sioux Falls
South Dakota
$2.46M +$2.46M +94,000 New
IP
31
Intellectus Partners
California
$2.45M -$321K -12,213 -12%
WS
32
Wedbush Securities
California
$2.27M +$55.1K +2,103 +2%
MMA
33
Miracle Mile Advisors
California
$2.25M +$66.2K +2,529 +3%
Citadel Advisors
34
Citadel Advisors
Florida
$2.22M +$2.22M +84,853 New
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2.15M -$52.7K -2,012 -2%
OIM
36
Oder Investment Management
California
$2.02M +$14.4K +549 +0.7%
WAM
37
Walker Asset Management
Missouri
$1.73M +$1.73M +66,136 New
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$1.71M +$44K +1,681 +3%
AWA
39
AmeriServ Wealth Advisors
Pennsylvania
$1.63M -$1.08M -41,137 -40%
SCM
40
Schnieders Capital Management
California
$1.51M -$44.5K -1,700 -3%
IWA
41
IBEX Wealth Advisors
New Jersey
$1.45M -$239K -9,133 -14%
GLA
42
Good Life Advisors
Pennsylvania
$1.42M +$9.35K +357 +0.7%
AFS
43
Access Financial Services
Minnesota
$1.4M -$6.13K -234 -0.4%
MLL
44
Moody Lynn & Lieberson
Massachusetts
$1.32M – – –
AUB
45
Atlantic Union Bankshares
Virginia
$1.3M -$13.6K -518 -1%
SWP
46
Stratos Wealth Partners
Ohio
$1.3M +$74.7K +2,853 +6%
Stifel Financial
47
Stifel Financial
Missouri
$1.3M +$612K +23,387 +90%
FWM
48
Focused Wealth Management
New York
$1.24M +$20.8K +795 +2%
MIC
49
Meridian Investment Counsel
California
$1.17M -$178K -6,800 -13%
AHIA
50
Andrew Hill Investment Advisors
Florida
$1.11M +$1.11M +42,449 New
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