BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

121 hedge funds and large institutions have $293M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$4.88M
2
SIA
2
Sit Investment Associates
Minnesota
$6.51M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$15.3M
4
HCM
4
Hudson Capital Management
New Jersey
$3.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.5M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
UBS Group
4
UBS Group
Switzerland
$26.9M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$687K +$687K +38,333 New
PAG
52
Private Advisor Group
New Jersey
$650K +$36.3K +2,026 +6%
IWM
53
IHT Wealth Management
Illinois
$636K – – –
AUB
54
Atlantic Union Bankshares
Virginia
$619K -$25.1K -1,400 -4%
NA
55
NewEdge Advisors
Louisiana
$592K +$117K +6,550 +25%
LA
56
LexAurum Advisors
Kansas
$571K +$896 +50 +0.2%
Stifel Financial
57
Stifel Financial
Missouri
$464K -$974K -54,363 -68%
ONB
58
Old National Bancorp
Indiana
$459K -$67.2K -3,750 -13%
FMTCOCP
59
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$448K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$446K +$446K +24,890 New
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$380K – – –
AWS
62
Atria Wealth Solutions
New York
$329K -$33.8K -1,886 -9%
SRSA
63
S.R. Schill & Associates
Washington
$321K – – –
SW
64
SVB Wealth
Massachusetts
$302K -$15.5K -866 -5%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$301K +$4.5K +251 +2%
FFA
66
First Foundation Advisors
California
$287K – – –
JAG
67
Journey Advisory Group
Kentucky
$280K – – –
DADC
68
D.A. Davidson & Co
Montana
$279K -$30.5K -1,700 -10%
RP
69
Riverbridge Partners
Minnesota
$278K +$18.6K +1,040 +7%
WA
70
Waverly Advisors
Alabama
$273K +$273K +15,220 New
CC
71
Commons Capital
Massachusetts
$268K -$1.09K -61 -0.4%
MWM
72
Melfa Wealth Management
Massachusetts
$264K +$264K +14,750 New
CA
73
Cetera Advisors
Colorado
$263K -$283K -15,814 -52%
Millennium Management
74
Millennium Management
New York
$255K +$255K +14,244 New
RW
75
RVW Wealth
California
$253K +$253K +14,100 New
1 2
3
4 5