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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

121 hedge funds and large institutions have $293M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$4.88M
2
SIA
2
Sit Investment Associates
Minnesota
$6.51M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$15.3M
4
HCM
4
Hudson Capital Management
New Jersey
$3.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.5M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
UBS Group
4
UBS Group
Switzerland
$26.9M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
26
Jefferies Financial Group
New York
$2.12M 118,177 – –
KeyBank National Association
27
KeyBank National Association
Ohio
$1.97M 110,000 +10,000 +10%
FNBSF
28
First National Bank Sioux Falls
South Dakota
$1.68M 94,000 – –
SCA
29
Snowden Capital Advisors
New York
$1.62M 90,185 +9,673 +12%
OIM
30
Oder Investment Management
California
$1.58M 88,303 +2,068 +2%
JWCA
31
J.W. Cole Advisors
Florida
$1.37M 76,527 -5,519 -7%
AC
32
Addison Capital
Pennsylvania
$1.33M 74,219 -36,350 -33%
GLA
33
Good Life Advisors
Pennsylvania
$1.17M 65,245 -5,310 -8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.15M 64,326 -290 -0.4%
IP
35
Intellectus Partners
California
$1.13M 62,862 +5,510 +10%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.08M 60,305 +28,926 +92%
WAM
37
Walker Asset Management
Missouri
$1.08M 60,076 -780 -1%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.06M 59,001 +4,018 +7%
WS
39
Wedbush Securities
California
$1.04M 57,923 -26,531 -31%
HNWAG
40
High Net Worth Advisory Group
Florida
$1M 55,847 +5,041 +10%
AFS
41
Access Financial Services
Minnesota
$958K 53,485 -313 -0.6%
MMA
42
Miracle Mile Advisors
California
$944K 52,686 -6,506 -11%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$908K 50,675 +19,300 +62%
SCM
44
Schnieders Capital Management
California
$818K 45,675 – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$793K 44,276 -53,630 -55%
Corient Private Wealth
46
Corient Private Wealth
Florida
$757K 42,255 +1,922 +5%
MIC
47
Meridian Investment Counsel
California
$740K 41,300 – –
SWP
48
Stratos Wealth Partners
Ohio
$708K 39,494 -9,831 -20%
TC
49
TownSquare Capital
Utah
$706K 39,378 -9,232 -19%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$704K 39,281 +4,487 +13%
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