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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

99 hedge funds and large institutions have $201M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
35
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.9M
2
Ameriprise
Ameriprise
Minnesota
+$3.44M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$2.27M
4
CA
Cetera Advisors
Colorado
+$1.37M
5
UBS Group
UBS Group
Switzerland
+$998K

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$4.91M
2
HH
Hilltop Holdings
Texas
-$1.76M
3
FEG
Financial Enhancement Group
Indiana
-$969K
4
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$744K
5
CRC
Curi RMB Capital
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$359K – – –
AG
52
Advisor Group
Arizona
$358K +$182K +7,700 +104%
SRSA
53
S.R. Schill & Associates
Washington
$356K +$13.5K +570 +4%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$343K -$90K -3,800 -21%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$338K +$26.1K +1,103 +8%
ECM
56
Evergreen Capital Management
Washington
$326K +$166 +7 +0.1%
Cohen & Steers
57
Cohen & Steers
New York
$304K – – –
DA
58
Doliver Advisors
Texas
$294K +$294K +12,403 New
CIBC World Market
59
CIBC World Market
Ontario, Canada
$293K – – –
SP
60
Successful Portfolios
Florida
$293K – – –
FAAS
61
First Allied Advisory Services
California
$267K -$102K -4,277 -28%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$261K – – –
VWA
63
VERITY Wealth Advisors
United States
$254K – – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$247K -$73.5K -3,093 -23%
UR
65
USCA RIA
Texas
$247K – – –
RJT
66
Raymond James Trust
Florida
$241K -$7.12K -300 -3%
QCMC
67
Quantum Capital Management (California)
California
$237K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$232K +$82.7K +3,488 +55%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$228K +$228K +9,581 New
Lazard Asset Management
70
Lazard Asset Management
New York
$220K -$208K – –
HCM
71
Hollencrest Capital Management
California
$220K +$2.27K +96 +1%
CF
72
Centaurus Financial
California
$207K +$207K +8,723 New
PWSG
73
Pacific Wealth Strategies Group
California
$202K +$202K +8,500 New
SFSIG
74
San Francisco Sentry Investment Group
California
$149K – – –
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$145K -$15.9K -675 -10%
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