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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

125 hedge funds and large institutions have $278M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.2M
3
RCM
3
Rivernorth Capital Management
Florida
$2.24M
4
LCM
4
Landscape Capital Management
New Jersey
$1.05M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.66M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
UBS Group
2
UBS Group
Switzerland
$21.5M
3
JFG
3
Jefferies Financial Group
New York
$0
4
HH
4
Hilltop Holdings
Texas
$5.7M
5
LGA
5
Lebenthal Global Advisors
New York
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.24M 135,077 +11,125 +9%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$1.97M 118,569 – –
KeyBank National Association
28
KeyBank National Association
Ohio
$1.66M 100,000 -10,000 -9%
SCA
29
Snowden Capital Advisors
New York
$1.65M 99,457 +9,272 +10%
FNBSF
30
First National Bank Sioux Falls
South Dakota
$1.56M 94,000 – –
IP
31
Intellectus Partners
California
$1.31M 78,692 +15,830 +25%
AC
32
Addison Capital
Pennsylvania
$1.21M 72,937 -1,282 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.13M 68,055 +3,729 +6%
OIM
34
Oder Investment Management
California
$1.11M 66,992 -21,311 -24%
GLA
35
Good Life Advisors
Pennsylvania
$1.09M 65,564 +319 +0.5%
LCM
36
Landscape Capital Management
New Jersey
$1.05M 63,422 +63,422 New
WS
37
Wedbush Securities
California
$1.03M 62,055 +4,132 +7%
BRWA
38
B. Riley Wealth Advisors
Florida
$996K 60,030 +1,029 +2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$991K 59,756 -549 -0.9%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$987K 59,475 +8,800 +17%
HNWAG
41
High Net Worth Advisory Group
Florida
$927K 55,890 +43 +0.1%
WAM
42
Walker Asset Management
Missouri
$921K 55,524 -4,552 -8%
AFS
43
Access Financial Services
Minnesota
$890K 53,617 +132 +0.2%
MMA
44
Miracle Mile Advisors
California
$830K 50,048 -2,638 -5%
SWP
45
Stratos Wealth Partners
Ohio
$782K 47,160 +7,666 +19%
SCM
46
Schnieders Capital Management
California
$739K 44,575 -1,100 -2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$734K 44,263 -13 -0%
MIC
48
Meridian Investment Counsel
California
$685K 41,300 – –
JWCA
49
J.W. Cole Advisors
Florida
$675K 40,716 -35,811 -47%
Corient Private Wealth
50
Corient Private Wealth
Florida
$635K 38,291 -3,964 -9%
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