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BlackRock Taxable Municipal Bond Trust

123 hedge funds and large institutions have $380M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
43
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$936K +$125K +4,850 +15%
LA
52
LexAurum Advisors
Kansas
$864K +$43.5K +1,688 +5%
CF
53
Centaurus Financial
California
$779K +$62K +2,407 +9%
FFA
54
First Foundation Advisors
California
$732K -$2.73M -105,903 -79%
KAS
55
Kestra Advisory Services
Texas
$732K +$732K +28,431 New
CA
56
Cetera Advisors
Colorado
$708K -$13.7K -532 -2%
Stifel Financial
57
Stifel Financial
Missouri
$672K -$2.75K -107 -0.4%
FMTCOCP
58
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$644K
PMG
59
ProVise Management Group
Florida
$641K -$61.4K -2,385 -9%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$619K +$67.7K +2,630 +12%
LWAC
61
Laurel Wealth Advisors (California)
California
$584K
USCWA
62
U.S. Capital Wealth Advisors
Texas
$526K +$526K +20,425 New
MML Investors Services
63
MML Investors Services
Massachusetts
$485K +$485K +18,816 New
GWSG
64
GPS Wealth Strategies Group
Colorado
$464K
SB
65
Simmons Bank
Arkansas
$402K -$156K -6,060 -28%
BOPW
66
Brandywine Oak Private Wealth
Pennsylvania
$377K +$377K +13,150 New
FCA
67
FinTrust Capital Advisors
South Carolina
$364K
EIA
68
Edgemoor Investment Advisors
Maryland
$343K -$15.4K -600 -4%
PAA
69
Peregrine Asset Advisers
Oregon
$343K +$489 +19 +0.1%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$343K +$13.7K +533 +4%
TGAM
71
TBH Global Asset Management
Tennessee
$330K
PG
72
Patten Group
Tennessee
$323K +$14.6K +568 +5%
SWM
73
Spire Wealth Management
Virginia
$322K +$52.7K +2,050 +20%
SP
74
Successful Portfolios
Florida
$315K
BTWM
75
Baker Tilly Wealth Management
Wisconsin
$315K +$24.3K +944 +8%