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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

125 hedge funds and large institutions have $278M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.2M
3
RCM
3
Rivernorth Capital Management
Florida
$2.24M
4
LCM
4
Landscape Capital Management
New Jersey
$1.05M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.66M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
UBS Group
2
UBS Group
Switzerland
$21.5M
3
JFG
3
Jefferies Financial Group
New York
$0
4
HH
4
Hilltop Holdings
Texas
$5.7M
5
LGA
5
Lebenthal Global Advisors
New York
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$634K 38,246 +1,948 +5%
TC
52
TownSquare Capital
Utah
$631K 38,010 -1,368 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$626K 37,755 -1,526 -4%
NA
54
NewEdge Advisors
Louisiana
$599K 36,080 +2,890 +9%
IWM
55
IHT Wealth Management
Illinois
$565K 34,064 -1,399 -4%
AUB
56
Atlantic Union Bankshares
Virginia
$565K 34,059 -500 -1%
LA
57
LexAurum Advisors
Kansas
$535K 32,229 +356 +1%
ACA
58
Ackerman Capital Advisors
Texas
$497K 29,958 +29,958 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$471K 28,390 +3,500 +14%
Stifel Financial
60
Stifel Financial
Missouri
$407K 24,521 -1,393 -5%
ONB
61
Old National Bancorp
Indiana
$404K 24,329 -1,296 -5%
FFA
62
Farther Finance Advisors
California
$375K 22,582 +22,582 New
WAM
63
Wolverine Asset Management
Illinois
$364K 21,962 +21,962 New
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$351K 21,180 – –
Walleye Capital
65
Walleye Capital
New York
$332K 19,989 +19,989 New
AWS
66
Atria Wealth Solutions
New York
$306K 18,473 +123 +0.7%
DADC
67
D.A. Davidson & Co
Montana
$301K 18,146 +2,605 +17%
SRSA
68
S.R. Schill & Associates
Washington
$297K 17,910 – –
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$281K 16,939 +143 +0.9%
JAG
70
Journey Advisory Group
Kentucky
$259K 15,600 – –
WA
71
Waverly Advisors
Alabama
$253K 15,220 – –
FFA
72
First Foundation Advisors
California
$252K 15,179 -810 -5%
CC
73
Commons Capital
Massachusetts
$249K 14,987 +27 +0.2%
MWM
74
Melfa Wealth Management
Massachusetts
$246K 14,820 +70 +0.5%
PTC
75
Private Trust Company
Ohio
$245K 14,755 +1,141 +8%
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