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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $421M invested in BlackRock Taxable Municipal Bond Trust in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.29% more ownership

Funds ownership: 40.92%42.21% (+1.3%)

3% more capital invested

Capital invested by funds: $409M → $421M (+$12.1M)

0% more funds holding

Funds holding: 122122 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
45
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
51
Logan Stone Capital
Illinois
$537K -$289K -17,740 -35%
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$536K +$9.68K +594 +2%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$536K -$174K -10,676 -24%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$465K +$124K +7,623 +36%
GP
55
Gridiron Partners
Pennsylvania
$449K -$77.6K -4,765 -15%
CPWL
56
Coquina Private Wealth LLC
Florida
$439K +$7.84K +481 +2%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$400K
DADC
58
D.A. Davidson & Co
Montana
$389K -$8.83K -542 -2%
BRWA
59
B. Riley Wealth Advisors
Florida
$375K +$390K +23,915 New
IWA
60
IBEX Wealth Advisors
New Jersey
$364K +$2.12K +130 +0.6%
OC
61
Oppenheimer & Co
New York
$346K -$7.77K -477 -2%
CMMS
62
Comprehensive Money Management Services
Florida
$341K +$20.4K +1,250 +6%
RI
63
Rinkey Investments
California
$333K
SCM
64
Schnieders Capital Management
California
$330K -$10.2K -625 -3%
IA
65
Intellus Advisors
Florida
$323K -$4.89K -300 -1%
XT
66
XTX Topco
Cayman Islands
$314K +$317K +19,435 New
KAS
67
Kestra Advisory Services
Texas
$311K +$79.3K +4,864 +34%
IWM
68
IHT Wealth Management
Illinois
$309K
BOPW
69
Brandywine Oak Private Wealth
Pennsylvania
$291K
IWC
70
Integrated Wealth Concepts
Massachusetts
$291K +$293K +17,973 New
MOS
71
MGO One Seven
Ohio
$286K +$288K +17,705 New
DFA
72
Delta Financial Advisors
Louisiana
$275K
CC
73
Commons Capital
Massachusetts
$259K +$96.3K +5,912 +58%
MWM
74
Melfa Wealth Management
Massachusetts
$243K
P
75
&Partners
Tennessee
$240K +$424 +26 +0.2%