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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

144 hedge funds and large institutions have $404M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+21
Holders Change %
+17.07%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
1
First National Bank Sioux Falls
South Dakota
$2.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.22M
3
LPL Financial
3
LPL Financial
California
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.3M
5
Wells Fargo
5
Wells Fargo
California
$12.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.5M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$1.63M
4
RJA
4
Raymond James & Associates
Florida
$5.16M
5
TC
5
TownSquare Capital
Utah
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Commons Capital
Massachusetts
$1.09M +$1.09M +41,575 New
PAG
52
Private Advisor Group
New Jersey
$1.01M +$29.9K +1,143 +3%
IWM
53
IHT Wealth Management
Illinois
$982K – – –
KPW
54
Kore Private Wealth
New York
$970K -$399K -15,235 -29%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$900K -$237K -9,061 -21%
LA
56
LexAurum Advisors
Kansas
$880K +$1.44K +55 +0.2%
CF
57
Centaurus Financial
California
$839K +$47K +1,797 +6%
CA
58
Cetera Advisors
Colorado
$804K +$84.4K +3,226 +12%
PMG
59
ProVise Management Group
Florida
$793K +$141K +5,394 +22%
NA
60
NewEdge Advisors
Louisiana
$726K +$726K +27,727 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$702K +$167K +6,400 +31%
FFA
62
First Foundation Advisors
California
$664K -$80.6K -3,077 -11%
FMTCOCP
63
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$655K – – –
FW
64
FirstPurpose Wealth
Utah
$606K +$606K +23,143 New
TIM
65
Triad Investment Management
California
$596K +$596K +22,774 New
LWAC
66
Laurel Wealth Advisors (California)
California
$594K – – –
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$554K +$554K +21,180 New
BRC
68
Bell Rock Capital
Delaware
$524K +$524K +20,668 New
MML Investors Services
69
MML Investors Services
Massachusetts
$493K +$550 +21 +0.1%
GWSG
70
GPS Wealth Strategies Group
Colorado
$472K – – –
CAN
71
Cetera Advisor Networks
California
$450K -$675K -25,807 -60%
SB
72
Simmons Bank
Arkansas
$435K +$26.2K +1,000 +6%
EM
73
ELCO Management
New York
$432K +$432K +16,500 New
SPC
74
Sigma Planning Corp
Michigan
$394K +$79.5K +3,036 +25%
SRSA
75
S.R. Schill & Associates
Washington
$380K +$380K +14,522 New
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