BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

114 hedge funds and large institutions have $300M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
35
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$2.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.99M
3
IWM
3
IHT Wealth Management
Illinois
$1.37M
4
SIC
4
Samalin Investment Counsel
New York
$1.32M
5
Ameriprise
5
Ameriprise
Minnesota
$21.9M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.86M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.48M
3
CA
3
Cetera Advisors
Colorado
$730K
4
NL
4
NWAM LLC
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$479K -$26K -1,000 -5%
UR
52
USCA RIA
Texas
$444K +$10.4K +400 +2%
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$414K -$45.3K -1,800 -10%
CF
54
Centaurus Financial
California
$396K +$39.6K +1,527 +11%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$393K +$34K +1,312 +9%
SRSA
56
S.R. Schill & Associates
Washington
$363K – – –
EIA
57
Edgemoor Investment Advisors
Maryland
$361K – – –
TGAM
58
TBH Global Asset Management
Tennessee
$332K +$25.9K +1,000 +8%
MML Investors Services
59
MML Investors Services
Massachusetts
$328K +$92.2K +3,559 +39%
NG
60
Northstar Group
New York
$325K +$325K +12,550 New
SP
61
Successful Portfolios
Florida
$318K – – –
BB
62
Busey Bank
Illinois
$315K – – –
WKWM
63
Walter & Keenan Wealth Management
Indiana
$306K – – –
AUB
64
Atlantic Union Bankshares
Virginia
$300K +$300K +11,575 New
OC
65
Oppenheimer & Co
New York
$296K – – –
VWA
66
VERITY Wealth Advisors
United States
$277K – – –
ECM
67
Evergreen Capital Management
Washington
$276K +$182 +7 +0.1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$275K +$16.3K +629 +6%
PCM
69
Poehling Capital Management
Wisconsin
$259K – – –
WWM
70
Western Wealth Management
Colorado
$259K – – –
KPWS
71
Kestra Private Wealth Services
Texas
$259K +$259K +10,000 New
HCM
72
Hollencrest Capital Management
California
$258K +$10.5K +407 +4%
QCMC
73
Quantum Capital Management (California)
California
$256K – – –
FAAS
74
First Allied Advisory Services
California
$253K -$15.8K -609 -6%
NA
75
Nottingham Advisors
New York
$246K +$246K +9,475 New
1 2
3
4 5