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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 hedge funds and large institutions have $255M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
117
Holders Change
-15
Holders Change %
-11.36%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$5.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.06M
4
HH
4
Hilltop Holdings
Texas
$4.81M
5
Wells Fargo
5
Wells Fargo
California
$10.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.39M
2
GC
2
Guggenheim Capital
Illinois
$22.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11K
4
V
4
Veritable
Delaware
$0
5
UBS Group
5
UBS Group
Switzerland
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
TownSquare Capital
Utah
$677K 41,153 -16,483 -29%
KPW
52
Kore Private Wealth
New York
$663K 40,333 +3,300 +9%
ONB
53
Old National Bancorp
Indiana
$623K 37,897 +37,897 New
IWM
54
IHT Wealth Management
Illinois
$583K 35,463 – –
LA
55
LexAurum Advisors
Kansas
$564K 34,299 +812 +2%
PAG
56
Private Advisor Group
New Jersey
$546K 33,232 -5,469 -14%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$433K 26,325 – –
FMTCOCP
58
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$411K 25,000 – –
SIA
59
Sit Investment Associates
Minnesota
$405K 24,673 – –
AWS
60
Atria Wealth Solutions
New York
$394K 23,997 +23,997 New
FFA
61
First Foundation Advisors
California
$375K 22,846 -2,500 -10%
NA
62
NewEdge Advisors
Louisiana
$365K 22,219 -15,135 -41%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$347K 21,180 – –
BRC
64
Bell Rock Capital
Delaware
$335K 20,395 +20,395 New
BCA
65
Bay Colony Advisors
Massachusetts
$334K 20,346 -318 -2%
WKWM
66
Walter & Keenan Wealth Management
Indiana
$301K 18,300 – –
BAAM
67
Baker Avenue Asset Management
California
$298K 18,128 +18,128 New
LWAC
68
Laurel Wealth Advisors (California)
California
$270K 16,435 – –
JAG
69
Journey Advisory Group
Kentucky
$261K 15,900 – –
CC
70
Commons Capital
Massachusetts
$242K 14,740 -27,357 -65%
RP
71
Riverbridge Partners
Minnesota
$236K 14,371 +729 +5%
SRSA
72
S.R. Schill & Associates
Washington
$230K 13,974 -1,001 -7%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$222K 13,525 +12,975 +2,359%
EIA
74
Edgemoor Investment Advisors
Maryland
$219K 13,330 – –
PTC
75
Private Trust Company
Ohio
$217K 13,224 +10,424 +372%
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