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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

122 hedge funds and large institutions have $285M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$32.6M
2
M&T Bank
2
M&T Bank
New York
$12.6M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$18.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.6M
2
BAAM
2
Baker Avenue Asset Management
California
$43.4K
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
HH
4
Hilltop Holdings
Texas
$2.07M
5
BI
5
Bramshill Investments
Florida
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$1.8M 118,481 -88 -0.1%
PCM
27
Penserra Capital Management
California
$1.57M 103,639 +103,639 New
KeyBank National Association
28
KeyBank National Association
Ohio
$1.52M 100,000 – –
FNBSF
29
First National Bank Sioux Falls
South Dakota
$1.31M 86,500 -7,500 -8%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$1.29M 85,150 +25,394 +42%
AC
31
Addison Capital
Pennsylvania
$1.08M 71,437 -1,500 -2%
WS
32
Wedbush Securities
California
$1.08M 71,207 +9,152 +15%
LCM
33
Landscape Capital Management
New Jersey
$1.06M 69,956 +6,534 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.06M 69,719 +1,664 +2%
GLA
35
Good Life Advisors
Pennsylvania
$1.05M 69,136 +3,572 +5%
OIM
36
Oder Investment Management
California
$997K 65,778 -1,214 -2%
SWP
37
Stratos Wealth Partners
Ohio
$914K 60,312 +13,152 +28%
Millennium Management
38
Millennium Management
New York
$875K 57,742 +57,742 New
USCWA
39
U.S. Capital Wealth Advisors
Texas
$864K 56,963 -2,512 -4%
HNWAG
40
High Net Worth Advisory Group
Florida
$848K 55,935 +45 +0.1%
WAM
41
Walker Asset Management
Missouri
$838K 55,302 -222 -0.4%
AFS
42
Access Financial Services
Minnesota
$813K 53,627 +10 +0%
FFA
43
Farther Finance Advisors
California
$782K 51,605 +29,023 +129%
SCM
44
Schnieders Capital Management
California
$676K 44,575 – –
BRWA
45
B. Riley Wealth Advisors
Florida
$657K 43,308 -16,722 -28%
KPWS
46
Kestra Private Wealth Services
Texas
$621K 40,961 +40,961 New
MIC
47
Meridian Investment Counsel
California
$619K 40,800 -500 -1%
JWCA
48
J.W. Cole Advisors
Florida
$594K 39,207 -1,509 -4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$581K 38,370 +79 +0.2%
TC
50
TownSquare Capital
Utah
$574K 37,851 -159 -0.4%
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