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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $330M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.28M
2
SIA
Sit Investment Associates
Minnesota
$55.1M
3
NMC
Nine Masts Capital
Hong Kong
$2.35M
4
LPL Financial
LPL Financial
California
$11.5M
5
UBS Group
UBS Group
Switzerland
$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$69.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.51M
3
GC
Guggenheim Capital
Illinois
$13.1M
4
PCM
Penserra Capital Management
California
$0
5
RCA
Reitz Capital Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.7M -$88.9K -5,435 -5%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.6M -$38.4K -2,350 -2%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.41M +$26.4K +1,614 +2%
WS
29
Wedbush Securities
California
$1.23M -$4.67K -286 -0.4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.14M -$14.8K -903 -1%
OIM
31
Oder Investment Management
California
$1.07M -$24.5K -1,499 -2%
FNBSF
32
First National Bank Sioux Falls
South Dakota
$1.01M +$55K +3,366 +6%
GLA
33
Good Life Advisors
Pennsylvania
$979K -$9.44K -578 -1%
FFA
34
Farther Finance Advisors
California
$942K +$3.19K +197 +0.3%
HNWAG
35
High Net Worth Advisory Group
Florida
$931K +$1.1K +67 +0.1%
WAM
36
Walker Asset Management
Missouri
$901K -$2.7K -165 -0.3%
JWCA
37
J.W. Cole Advisors
Florida
$878K +$73.4K +4,490 +9%
AFS
38
Access Financial Services
Minnesota
$877K +$163 +10 +0%
KPWS
39
Kestra Private Wealth Services
Texas
$779K +$82.6K +5,053 +12%
H
40
HoyleCohen
California
$758K +$758K +46,400 New
PAG
41
Private Advisor Group
New Jersey
$758K +$176K +10,747 +30%
Corient Private Wealth
42
Corient Private Wealth
Florida
$756K – – –
Stifel Financial
43
Stifel Financial
Missouri
$707K +$42.3K +2,590 +6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$691K -$76.3K -4,669 -10%
BRWA
45
B. Riley Wealth Advisors
Florida
$657K +$16.5K +1,090 +3%
SCM
46
Schnieders Capital Management
California
$617K -$75.2K -4,600 -11%
MIC
47
Meridian Investment Counsel
California
$607K -$10.9K -666 -2%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$551K +$223K +13,665 +68%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$541K -$8.02K -491 -1%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$541K -$105K -6,400 -16%
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