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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

122 hedge funds and large institutions have $385M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
42
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
SIA
2
Sit Investment Associates
Minnesota
$47.6M
3
LCM
3
Landscape Capital Management
New Jersey
$3.48M
4
RVPG
4
Relative Value Partners Group
$2.29M
5
RJA
5
Raymond James & Associates
Florida
$4.8M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.3M
3
HCM
3
Hudson Capital Management
New Jersey
$0
4
LGA
4
Lebenthal Global Advisors
New York
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$763K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Reitz Capital Advisors
Michigan
$1.47M -$1.3M -79,900 -47%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$1.37M -$12.4K -764 -0.9%
AC
28
Addison Capital
Pennsylvania
$1.33M +$172K +10,602 +15%
WS
29
Wedbush Securities
California
$1.22M +$66.2K +4,071 +6%
GP
30
Gridiron Partners
Pennsylvania
$1.2M +$1.2M +73,983 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.15M +$18.6K +1,145 +2%
OIM
32
Oder Investment Management
California
$1.08M +$14.6K +899 +1%
GLA
33
Good Life Advisors
Pennsylvania
$983K -$141K -8,664 -13%
FNBSF
34
First National Bank Sioux Falls
South Dakota
$950K -$456K -28,054 -32%
FFA
35
Farther Finance Advisors
California
$943K +$104K +6,415 +12%
WAM
36
Weiss Asset Management
Massachusetts
$935K +$935K +57,503 New
HNWAG
37
High Net Worth Advisory Group
Florida
$926K +$16K +986 +2%
WAM
38
Walker Asset Management
Missouri
$899K – – –
AFS
39
Access Financial Services
Minnesota
$872K +$244 +15 +0%
Jane Street
40
Jane Street
New York
$842K +$842K +51,808 New
JWCA
41
J.W. Cole Advisors
Florida
$800K +$163K +10,011 +26%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$763K -$1.43M -88,123 -65%
Corient Private Wealth
43
Corient Private Wealth
Florida
$752K +$128K +7,891 +21%
KPWS
44
Kestra Private Wealth Services
Texas
$693K +$27.1K +1,669 +4%
SCM
45
Schnieders Capital Management
California
$689K -$35.8K -2,200 -5%
BRWA
46
B. Riley Wealth Advisors
Florida
$686K -$17.7K -1,090 -3%
Stifel Financial
47
Stifel Financial
Missouri
$662K +$222K +13,627 +50%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$642K -$284K -17,482 -31%
Millennium Management
49
Millennium Management
New York
$628K -$310K -19,091 -33%
MIC
50
Meridian Investment Counsel
California
$615K -$48.8K -3,000 -7%
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