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BlackRock Taxable Municipal Bond Trust

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $383M → $381M (-$1.66M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$1.39M
Stifel Financial
27
Stifel Financial
Missouri
$1.27M
PWA
28
Primoris Wealth Advisors
Florida
$1.26M
AF
29
Apexium Financial
Texas
$1.22M
Osaic Holdings
30
Osaic Holdings
Arizona
$1.17M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.11M
SAI
32
Savvy Advisors Inc
New York
$994K
FNBSF
33
First National Bank Sioux Falls
South Dakota
$942K
OCM
34
Orleans Capital Management
Louisiana
$894K
AC
35
Addison Capital
Pennsylvania
$861K
KPWS
36
Kestra Private Wealth Services
Texas
$830K
Baird Financial Group
37
Baird Financial Group
Wisconsin
$830K
RP
38
Riverbridge Partners
Minnesota
$809K
Corient Private Wealth
39
Corient Private Wealth
Florida
$745K
NI
40
Natural Investments
California
$741K
WAM
41
Walker Asset Management
Missouri
$711K
GC
42
Guggenheim Capital
Illinois
$668K
AFS
43
Access Financial Services
Minnesota
$633K
WS
44
Wedbush Securities
California
$613K
NA
45
NewEdge Advisors
Louisiana
$609K
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$606K
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$585K
OIM
48
Oder Investment Management
California
$554K
GP
49
Gridiron Partners
Pennsylvania
$492K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$468K