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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

123 hedge funds and large institutions have $339M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
39
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.5M
2
M&T Bank
2
M&T Bank
New York
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$73.3M
4
LPL Financial
4
LPL Financial
California
$14.1M
5
SIA
5
Sit Investment Associates
Minnesota
$57.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
RVPG
2
Relative Value Partners Group
$0
3
HH
3
Hilltop Holdings
Texas
$735K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$551K – – –
GLA
52
Good Life Advisors
Pennsylvania
$523K -$456K -27,880 -47%
GP
53
Gridiron Partners
Pennsylvania
$499K -$32.5K -1,990 -6%
WAM
54
Wolverine Asset Management
Illinois
$497K +$433K +26,469 +679%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$482K +$482K +27,467 New
USCWA
56
U.S. Capital Wealth Advisors
Texas
$482K -$58.9K -3,600 -11%
IWM
57
IHT Wealth Management
Illinois
$465K -$10.1K -620 -2%
SW
58
Simplicity Wealth
New Jersey
$412K +$412K +25,205 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$400K -$17.1K -1,047 -4%
SCM
60
Schnieders Capital Management
California
$394K -$224K -13,700 -36%
Nomura Holdings
61
Nomura Holdings
Japan
$379K +$81.8K +5,000 +27%
AUB
62
Atlantic Union Bankshares
Virginia
$367K -$245 -15 -0.1%
ICMP
63
Integrated Capital Management (Pennsylvania)
Pennsylvania
$353K +$353K +21,614 New
SA
64
SFI Advisors
New Jersey
$352K +$78.5K +4,799 +29%
Comerica Bank
65
Comerica Bank
Texas
$351K +$128K +7,852 +58%
BCM
66
Brookstone Capital Management
Illinois
$348K +$348K +21,222 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$340K -$18K -1,100 -5%
FSI
68
Flow State Investments
Illinois
$332K +$332K +20,326 New
LA
69
LexAurum Advisors
Kansas
$331K -$18.6K -1,140 -5%
Calamos Advisors
70
Calamos Advisors
Illinois
$306K +$306K +18,695 New
DADC
71
D.A. Davidson & Co
Montana
$298K -$12.8K -783 -4%
ATS
72
Ashton Thomas Securities
New York
$296K +$296K +18,100 New
BOPW
73
Brandywine Oak Private Wealth
Pennsylvania
$294K – – –
AWS
74
Atria Wealth Solutions
New York
$284K +$2.06K +126 +0.7%
WA
75
Waverly Advisors
Alabama
$270K – – –
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3
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