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BlackRock Taxable Municipal Bond Trust

120 hedge funds and large institutions have $406M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9.22% less ownership

Funds ownership: 49.89%40.67% (-9.2%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
120
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

Top Buyers

1 +$6.28M
2 +$3.87M
3 +$3M
4
Morgan Stanley
Morgan Stanley
New York
+$2.86M
5
Jane Street
Jane Street
New York
+$1.87M

Top Sellers

1 -$104M
2 -$3.84M
3 -$3.45M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.95M
5
M&T Bank
M&T Bank
New York
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Primoris Wealth Advisors
Florida
$1.31M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.1M
UCFA
28
United Capital Financial Advisors
Texas
$1.01M
RP
29
Riverbridge Partners
Minnesota
$927K
Corient Private Wealth
30
Corient Private Wealth
Florida
$891K
NWMP
31
Noble Wealth Management PBC
Colorado
$885K
SAI
32
Savvy Advisors Inc
New York
$883K
LSC
33
Logan Stone Capital
Illinois
$831K
NI
34
Natural Investments
California
$805K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$805K
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$717K
WIA
37
Westview Investment Advisors
Vermont
$716K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$715K
SPIA
39
Steward Partners Investment Advisory
New York
$712K
NA
40
NewEdge Advisors
Louisiana
$700K
KPWS
41
Kestra Private Wealth Services
Texas
$680K
WS
42
Wedbush Securities
California
$674K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$670K
GC
44
Guggenheim Capital
Illinois
$652K
OCM
45
Orleans Capital Management
Louisiana
$641K
WAM
46
Walker Asset Management
Missouri
$594K
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$583K
AC
48
Addison Capital
Pennsylvania
$574K
SMA
49
Seven Mile Advisory
New Jersey
$567K
OIM
50
Oder Investment Management
California
$556K