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BlackRock Taxable Municipal Bond Trust

112 hedge funds and large institutions have $408M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
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
Calamos Advisors
51
Calamos Advisors
Illinois
$571K
GP
52
Gridiron Partners
Pennsylvania
$540K
IWA
53
IBEX Wealth Advisors
New Jersey
$453K
DADC
54
D.A. Davidson & Co
Montana
$416K
CJ
55
Caitlin John
Michigan
$378K
IWM
56
IHT Wealth Management
Illinois
$374K
ICMP
57
Integrated Capital Management (Pennsylvania)
Pennsylvania
$357K
PAG
58
Private Advisor Group
New Jersey
$353K
OC
59
Oppenheimer & Co
New York
$352K
SCM
60
Schnieders Capital Management
California
$349K
IA
61
Intellus Advisors
Florida
$332K
CMMS
62
Comprehensive Money Management Services
Florida
$329K
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$326K
BOPW
64
Brandywine Oak Private Wealth
Pennsylvania
$299K
IWC
65
Integrated Wealth Concepts
Massachusetts
$282K
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$275K
DFA
67
Delta Financial Advisors
Louisiana
$269K
USCWA
68
U.S. Capital Wealth Advisors
Texas
$259K
MWM
69
Melfa Wealth Management
Massachusetts
$250K
LA
70
LexAurum Advisors
Kansas
$249K
MA
71
Mezzasalma Advisors
New Jersey
$235K
MIC
72
Meridian Investment Counsel
California
$227K
BMCM
73
Bryn Mawr Capital Management
Pennsylvania
$217K
ASN
74
Advisory Services Network
Georgia
$216K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$215K