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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $330M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.28M
2
SIA
2
Sit Investment Associates
Minnesota
$55.1M
3
NMC
3
Nine Masts Capital
Hong Kong
$2.35M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.51M
3
GC
3
Guggenheim Capital
Illinois
$13.1M
4
PCM
4
Penserra Capital Management
California
$0
5
RCA
5
Reitz Capital Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
51
Gridiron Partners
Pennsylvania
$531K -$677K -41,462 -56%
IWM
52
IHT Wealth Management
Illinois
$475K -$25.2K -1,540 -5%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$417K +$238K +14,560 +133%
CA
54
Cetera Advisors
Colorado
$386K +$143K +8,722 +59%
AUB
55
Atlantic Union Bankshares
Virginia
$367K -$123K -7,500 -25%
IWC
56
Integrated Wealth Concepts
Massachusetts
$358K – – –
LA
57
LexAurum Advisors
Kansas
$349K -$6.13K -375 -2%
RP
58
Riverbridge Partners
Minnesota
$325K +$26.5K +1,622 +9%
DADC
59
D.A. Davidson & Co
Montana
$311K -$5.7K -349 -2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$299K -$157K -9,607 -34%
Nomura Holdings
61
Nomura Holdings
Japan
$297K +$10.7K +657 +4%
BOPW
62
Brandywine Oak Private Wealth
Pennsylvania
$294K – – –
BMCM
63
Bryn Mawr Capital Management
Pennsylvania
$291K -$659K -13,166 -69%
AWS
64
Atria Wealth Solutions
New York
$282K +$1.9K +116 +0.7%
SRSA
65
S.R. Schill & Associates
Washington
$274K – – –
SA
66
SFI Advisors
New Jersey
$274K +$274K +16,744 New
WA
67
Waverly Advisors
Alabama
$270K +$8.17K +500 +3%
ASN
68
Advisory Services Network
Georgia
$263K -$171K -10,450 -39%
MWM
69
Melfa Wealth Management
Massachusetts
$246K +$1.18K +72 +0.5%
TC
70
TownSquare Capital
Utah
$227K -$311K -19,043 -58%
Truist Financial
71
Truist Financial
North Carolina
$224K +$224K +13,711 New
BAM
72
Bayshore Asset Management
Florida
$224K +$224K +13,685 New
Creative Planning
73
Creative Planning
Kansas
$223K +$223K +13,647 New
Comerica Bank
74
Comerica Bank
Texas
$223K +$1.81K +111 +0.8%
JAG
75
Journey Advisory Group
Kentucky
$221K – – –
1 2
3
4 5