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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
47
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.8M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
Invesco
3
Invesco
Georgia
$13.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.45M
5
LPL Financial
5
LPL Financial
California
$9.35M

Top Sellers

1
SB
1
Simmons Bank
Arkansas
$559K
2
LGA
2
Lebenthal Global Advisors
New York
$18.6M
3
FFA
3
First Foundation Advisors
California
$3.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Ackerman Capital Advisors
Texas
$972K +$480K +18,636 +98%
GLA
52
Good Life Advisors
Pennsylvania
$964K +$51.6K +2,002 +6%
LA
53
LexAurum Advisors
Kansas
$822K +$48K +1,862 +6%
SIC
54
Samalin Investment Counsel
New York
$812K +$79.4K +3,080 +11%
CA
55
Cetera Advisors
Colorado
$723K -$1.57K -61 -0.2%
CF
56
Centaurus Financial
California
$718K +$74.4K +2,884 +12%
PMG
57
ProVise Management Group
Florida
$703K +$16.8K +653 +2%
Stifel Financial
58
Stifel Financial
Missouri
$675K -$19K -737 -3%
PAG
59
Private Advisor Group
New Jersey
$646K +$110K +4,285 +21%
FMTCOCP
60
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$645K – – –
LWAC
61
Laurel Wealth Advisors (California)
California
$585K – – –
SB
62
Simmons Bank
Arkansas
$559K -$2.58M -99,913 -82%
MAFM
63
Mid Atlantic Financial Management
Pennsylvania
$552K +$156K +6,063 +39%
UR
64
USCA RIA
Texas
$503K +$61.8K +2,400 +14%
GWSG
65
GPS Wealth Strategies Group
Colorado
$464K – – –
EM
66
ELCO Management
New York
$402K – – –
FCA
67
FinTrust Capital Advisors
South Carolina
$365K – – –
SRSA
68
S.R. Schill & Associates
Washington
$361K – – –
EIA
69
Edgemoor Investment Advisors
Maryland
$359K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$343K – – –
PAA
71
Peregrine Asset Advisers
Oregon
$343K +$516 +20 +0.2%
SAM
72
Secure Asset Management
Michigan
$335K -$25.8K -1,000 -7%
TGAM
73
TBH Global Asset Management
Tennessee
$330K – – –
Bank of New York Mellon
74
Bank of New York Mellon
New York
$330K +$330K +12,810 New
AWM
75
AE Wealth Management
Kansas
$320K +$320K +12,422 New
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