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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

123 hedge funds and large institutions have $339M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
39
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.5M
2
M&T Bank
2
M&T Bank
New York
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$73.3M
4
LPL Financial
4
LPL Financial
California
$14.1M
5
SIA
5
Sit Investment Associates
Minnesota
$57.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
RVPG
2
Relative Value Partners Group
$0
3
HH
3
Hilltop Holdings
Texas
$735K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.38M +$151K +9,227 +12%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.31M -$294K -18,000 -18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.19M +$45.7K +2,792 +4%
1CP
29
1607 Capital Partners
Virginia
$1.14M +$1.14M +69,794 New
FNBSF
30
First National Bank Sioux Falls
South Dakota
$956K -$55K -3,366 -5%
FFA
31
Farther Finance Advisors
California
$944K +$3.36K +208 +0.4%
HNWAG
32
High Net Worth Advisory Group
Florida
$933K +$1.16K +71 +0.1%
OIM
33
Oder Investment Management
California
$923K -$143K -8,727 -13%
Stifel Financial
34
Stifel Financial
Missouri
$913K +$205K +12,566 +29%
JWCA
35
J.W. Cole Advisors
Florida
$902K +$23.5K +1,435 +3%
AFS
36
Access Financial Services
Minnesota
$857K -$20.7K -1,265 -2%
WAM
37
Walker Asset Management
Missouri
$836K -$65.4K -4,000 -7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$801K +$110K +6,719 +16%
RC
39
Rareview Capital
Nevada
$773K +$773K +47,299 New
KPWS
40
Kestra Private Wealth Services
Texas
$773K -$7.03K -430 -0.9%
H
41
HoyleCohen
California
$759K – – –
Corient Private Wealth
42
Corient Private Wealth
Florida
$758K +$1.83K +112 +0.2%
HH
43
Hilltop Holdings
Texas
$735K -$1.09M -66,844 -60%
PAG
44
Private Advisor Group
New Jersey
$723K -$35.6K -2,176 -5%
AAM
45
Aureus Asset Management
Massachusetts
$658K +$658K +40,241 New
FFA
46
First Foundation Advisors
California
$642K +$642K +39,242 New
MIC
47
Meridian Investment Counsel
California
$607K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$569K +$27.7K +1,696 +5%
RP
49
Riverbridge Partners
Minnesota
$557K +$232K +14,207 +72%
NA
50
NewEdge Advisors
Louisiana
$557K +$344K +21,043 +162%
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