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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
41
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$31.4M
2
Morgan Stanley
Morgan Stanley
New York
+$3.09M
3
TC
TownSquare Capital
Utah
+$2.67M
4
FFA
First Foundation Advisors
California
+$2.39M
5
Wells Fargo
Wells Fargo
California
+$2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.75M
2
UBS Group
UBS Group
Switzerland
-$4.04M
3
Stifel Financial
Stifel Financial
Missouri
-$1.9M
4
CA
Cetera Advisors
Colorado
-$1.11M
5
Invesco
Invesco
Georgia
-$598K
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
51
Walter & Keenan Wealth Management
Indiana
$378K -$24.7K -1,000 -6%
WWM
52
Western Wealth Management
Colorado
$375K – – –
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$370K +$12.4K +500 +3%
AG
54
Advisor Group
Arizona
$363K -$12.1K -487 -3%
ECM
55
Evergreen Capital Management
Washington
$340K +$173 +7 +0.1%
SFSIG
56
San Francisco Sentry Investment Group
California
$339K +$339K +13,700 New
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$335K -$17.7K -715 -5%
Cohen & Steers
58
Cohen & Steers
New York
$317K – – –
CIBC World Market
59
CIBC World Market
Ontario, Canada
$305K – – –
SP
60
Successful Portfolios
Florida
$303K -$2.47K -100 -0.8%
CF
61
Centaurus Financial
California
$299K +$83.3K +3,369 +39%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$296K +$39.3K +1,591 +15%
CAN
63
Claraphi Advisory Network
United States
$290K +$290K +11,751 New
UR
64
USCA RIA
Texas
$282K +$24.7K +1,000 +10%
FAAS
65
First Allied Advisory Services
California
$275K -$4.22K -170 -2%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$272K – – –
VWA
67
VERITY Wealth Advisors
United States
$264K – – –
RJT
68
Raymond James Trust
Florida
$251K – – –
QCMC
69
Quantum Capital Management (California)
California
$247K – – –
SMFS
70
Squar Milner Financial Services
California
$241K +$241K +9,283 New
HCM
71
Hollencrest Capital Management
California
$233K +$3.36K +136 +1%
Lazard Asset Management
72
Lazard Asset Management
New York
$229K -$220K – –
PWSG
73
Pacific Wealth Strategies Group
California
$210K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$190K -$51.4K -2,084 -21%
SIA
75
Sit Investment Associates
Minnesota
$176K -$4.75M -192,070 -96%
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