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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

87 hedge funds and large institutions have $163M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
35
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.59M
2
Wells Fargo
Wells Fargo
California
+$1.39M
3
HH
Hilltop Holdings
Texas
+$1.13M
4
Stifel Financial
Stifel Financial
Missouri
+$792K
5
Invesco
Invesco
Georgia
+$791K

Top Sellers

1
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$9.85M
2
OA
Oxbow Advisors
Texas
-$1.78M
3
SG Americas Securities
SG Americas Securities
New York
-$1.11M
4
DA
Doliver Advisors
Texas
-$1.06M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$648K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$283K – – –
PMG
52
ProVise Management Group
Florida
$280K +$33.6K +1,496 +14%
RJT
53
Raymond James Trust
Florida
$262K -$2.25K -100 -0.8%
DADC
54
D.A. Davidson & Co
Montana
$259K +$75.7K +3,383 +41%
DA
55
Doliver Advisors
Texas
$237K -$1.06M -47,603 -82%
QCMC
56
Quantum Capital Management (California)
California
$235K – – –
OC
57
Oppenheimer & Co
New York
$214K +$1.48K +66 +0.7%
BKA
58
Brick & Kyle Associates
Pennsylvania
$213K – – –
BIM
59
Baldwin Investment Management
Pennsylvania
$212K -$62.8K -2,800 -23%
Lazard Asset Management
60
Lazard Asset Management
New York
$208K -$200K – –
MML Investors Services
61
MML Investors Services
Massachusetts
$208K +$208K +9,279 New
AG
62
Advisor Group
Arizona
$180K +$2.86K +128 +2%
IA
63
IFP Advisors
Florida
$164K -$15.6K -694 -9%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$131K +$14K +627 +12%
Cohen & Steers
65
Cohen & Steers
New York
$105K – – –
PG
66
Patten Group
Tennessee
$95K – – –
EWM
67
Evercore Wealth Management
New York
$90K – – –
SSB
68
Sandy Spring Bank
Maryland
$86K +$495 +22 +0.6%
Creative Planning
69
Creative Planning
Kansas
$76K +$17.3K +776 +29%
AA
70
Apriem Advisors
California
$63K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$55K – – –
AIM
72
Advantage Investment Management
Iowa
$55K +$55K +2,444 New
SQA
73
Simon Quick Advisors
New Jersey
$44K +$44K +1,955 New
DSC
74
Duncker Streett & Co
Missouri
$34K – – –
FPS
75
Fieldpoint Private Securities
Connecticut
$29K +$29K +1,300 New
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