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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

124 hedge funds and large institutions have $272M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
34
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$18.8M
2
Morgan Stanley
Morgan Stanley
New York
$46.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$11.2M
4
JFG
Jefferies Financial Group
New York
$1.99M
5
HH
Hilltop Holdings
Texas
$6.87M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$17.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.65M
3
RCM
Rivernorth Capital Management
Florida
$0
4
SW
SVB Wealth
Massachusetts
$298K
5
Bank of America
Bank of America
North Carolina
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weiss Asset Management
Massachusetts
$1.9M +$1.9M +113,050 New
AC
27
Addison Capital
Pennsylvania
$1.86M -$191K -11,325 -9%
KeyBank National Association
28
KeyBank National Association
Ohio
$1.68M +$842K +50,000 +100%
PAMP
29
Polar Asset Management Partners
Ontario, Canada
$1.67M – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.65M -$2.51M -149,213 -60%
FNBSF
31
First National Bank Sioux Falls
South Dakota
$1.58M – – –
OIM
32
Oder Investment Management
California
$1.45M -$123K -7,321 -8%
WS
33
Wedbush Securities
California
$1.42M +$282K +16,741 +25%
JWCA
34
J.W. Cole Advisors
Florida
$1.38M -$416K -24,703 -23%
SCA
35
Snowden Capital Advisors
New York
$1.36M +$18.5K +1,097 +1%
Stifel Financial
36
Stifel Financial
Missouri
$1.35M -$203K -12,077 -13%
GLA
37
Good Life Advisors
Pennsylvania
$1.19M -$32.7K -1,940 -3%
RCA
38
Reitz Capital Advisors
Michigan
$1.11M -$491K -29,136 -31%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.09M +$20.4K +1,213 +2%
WAM
40
Walker Asset Management
Missouri
$1.02M -$56.1K -3,330 -5%
MMA
41
Miracle Mile Advisors
California
$997K -$104K -6,200 -9%
IP
42
Intellectus Partners
California
$966K -$132K -7,844 -12%
BRWA
43
B. Riley Wealth Advisors
Florida
$926K +$926K +54,983 New
AFS
44
Access Financial Services
Minnesota
$906K +$253 +15 +0%
HNWAG
45
High Net Worth Advisory Group
Florida
$856K +$127K +7,547 +17%
SWP
46
Stratos Wealth Partners
Ohio
$831K -$96.5K -5,731 -10%
TC
47
TownSquare Capital
Utah
$819K +$126K +7,457 +18%
SCM
48
Schnieders Capital Management
California
$769K -$18.9K -1,125 -2%
IWA
49
IBEX Wealth Advisors
New Jersey
$716K -$111K -6,592 -13%
MIC
50
Meridian Investment Counsel
California
$695K -$7.57K -450 -1%
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