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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
35
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$12.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.8M
3
GFPC
3
Global Financial Private Capital
Florida
$2.06M
4
ECM
4
Evergreen Capital Management
Washington
$813K
5
William Blair & Company
5
William Blair & Company
Illinois
$635K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$445K
2
UBS Group
2
UBS Group
Switzerland
$17.7M
3
Invesco
3
Invesco
Georgia
$8.7M
4
SIA
4
Sit Investment Associates
Minnesota
$2.06M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIAS
51
FinTrust Investment Advisory Services
South Carolina
$353K +$353K +15,100 New
DADC
52
D.A. Davidson & Co
Montana
$329K +$90.2K +3,865 +38%
PMG
53
ProVise Management Group
Florida
$313K +$28K +1,200 +10%
GLA
54
Good Life Advisors
Pennsylvania
$309K -$54K -2,300 -15%
MML Investors Services
55
MML Investors Services
Massachusetts
$297K +$57.5K +2,461 +24%
NPC
56
National Planning Corporation
California
$295K – – –
YP
57
Yellowstone Partners
Idaho
$282K +$282K +12,047 New
RJT
58
Raymond James Trust
Florida
$273K – – –
CA
59
Cornerstone Advisory
Maryland
$272K – – –
BKA
60
Brick & Kyle Associates
Pennsylvania
$269K +$23.4K +1,000 +10%
QCMC
61
Quantum Capital Management (California)
California
$245K – – –
WS
62
Wedbush Securities
California
$241K +$13.9K +592 +6%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$240K +$32.1K +1,370 +15%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$233K +$9.79K +420 +4%
SFG
65
StrategIQ Financial Group
Indiana
$222K -$218K – –
Lazard Asset Management
66
Lazard Asset Management
New York
$217K -$213K – –
CIA
67
Capital Investment Advisors
Georgia
$205K – – –
AG
68
Advisor Group
Arizona
$201K +$630 +27 +0.3%
IA
69
IFP Advisors
Florida
$157K +$5.84K +250 +4%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$129K +$656 +28 +0.5%
Cohen & Steers
71
Cohen & Steers
New York
$110K – – –
PG
72
Patten Group
Tennessee
$98K – – –
EWM
73
Evercore Wealth Management
New York
$93K – – –
SSB
74
Sandy Spring Bank
Maryland
$89K – – –
OSNBOA
75
Old Second National Bank of Aurora
Illinois
$75K – – –
1 2
3
4 5