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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $385M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
42
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
51
Transform Wealth
Colorado
$605K
PAG
52
Private Advisor Group
New Jersey
$579K -$3.22K -198 -0.6%
LSC
53
Logan Stone Capital
Illinois
$553K +$553K +34,018 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$547K -$62K -3,811 -10%
TC
55
TownSquare Capital
Utah
$536K -$79.8K -4,909 -13%
IWM
56
IHT Wealth Management
Illinois
$498K -$4.94K -304 -1%
AUB
57
Atlantic Union Bankshares
Virginia
$487K -$4.88K -300 -1%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$454K -$116K -7,123 -20%
ASN
59
Advisory Services Network
Georgia
$432K +$432K +26,550 New
EC
60
Elequin Capital
New York
$403K +$287K +17,648 +248%
IWC
61
Integrated Wealth Concepts
Massachusetts
$356K -$9.59K -590 -3%
LA
62
LexAurum Advisors
Kansas
$354K -$123K -7,540 -26%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$326K -$18.6K -1,145 -5%
CFG
64
Cooper Financial Group
California
$318K -$112K -6,917 -26%
DADC
65
D.A. Davidson & Co
Montana
$315K +$19.9K +1,223 +7%
BMCM
66
Bryn Mawr Capital Management
Pennsylvania
$309K -$8.15K -501 -3%
VF
67
Virtu Financial
New York
$299K +$299K +18,369 New
RP
68
Riverbridge Partners
Minnesota
$297K +$2.16K +133 +0.7%
SWP
69
Stratos Wealth Partners
Ohio
$296K -$685K -42,102 -70%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$293K +$40.7K +2,500 +16%
Nomura Holdings
71
Nomura Holdings
Japan
$285K +$285K +17,543 New
AWS
72
Atria Wealth Solutions
New York
$279K -$23.7K -1,460 -8%
SRSA
73
S.R. Schill & Associates
Washington
$272K
WA
74
Waverly Advisors
Alabama
$260K +$13K +800 +5%
MWM
75
Melfa Wealth Management
Massachusetts
$243K +$1.22K +75 +0.5%