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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

78 hedge funds and large institutions have $176M invested in BlackRock Taxable Municipal Bond Trust in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
24
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
AmeriServ Wealth Advisors
Pennsylvania
+$28.8M
2
Stifel Financial
Stifel Financial
Missouri
+$2.91M
3
PAG
Private Advisor Group
New Jersey
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$834K
5
OC
Oppenheimer & Co
New York
+$616K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$7.1M
2
FFA
First Foundation Advisors
California
-$4.52M
3
UBS Group
UBS Group
Switzerland
-$4.46M
4
SIA
Sit Investment Associates
Minnesota
-$4.15M
5
FEG
Financial Enhancement Group
Indiana
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$224K +$224K +9,726 New
Lazard Asset Management
52
Lazard Asset Management
New York
$213K -$195K – –
CA
53
Cetera Advisors
Colorado
$205K +$205K +8,943 New
DADC
54
D.A. Davidson & Co
Montana
$130K +$84.1K +3,660 +183%
KLI
55
Kelman-Lazarov Inc
Tennessee
$127K +$127K +5,500 New
US Bancorp
56
US Bancorp
Minnesota
$115K – – –
BKA
57
Brick & Kyle Associates
Pennsylvania
$103K +$103K +4,500 New
PG
58
Patten Group
Tennessee
$96.6K – – –
EWM
59
Evercore Wealth Management
New York
$92K +$92K +4,000 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$88K +$88K +3,840 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$65K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$60K +$60K +2,580 New
SIG
63
Stanford Investment Group
California
$49K +$49K +2,150 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$37K +$14.1K +616 +62%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$36K +$7.04K +304 +24%
DSC
66
Duncker Streett & Co
Missouri
$34K – – –
CB
67
Community Bank
New York
$34K – – –
Creative Planning
68
Creative Planning
Kansas
$28K – – –
WTB
69
Washington Trust Bank
Washington
$26K +$991 +43 +4%
SIM
70
Sonora Investment Management
Arizona
$23.1K +$23.1K +1,000 New
WT
71
Whittier Trust
California
$23K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$23K +$210 +9 +0.9%
AC
73
Alexandria Capital
Virginia
$22K +$388 +17 +2%
ClearBridge Investments
74
ClearBridge Investments
New York
$12K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$11K -$11.6K -500 -51%
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