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BlackRock Taxable Municipal Bond Trust

121 hedge funds and large institutions have $725M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
33
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$600K 37,231 +3,199 +9%
NA
52
NewEdge Advisors
Louisiana
$589K 36,548 +5,095 +16%
TW
53
Transform Wealth
Colorado
$563K 34,900 +34,900 New
GC
54
Guggenheim Capital
Illinois
$502K 31,123 +13,201 +74%
PAG
55
Private Advisor Group
New Jersey
$496K 30,783 -13,073 -30%
GP
56
Gridiron Partners
Pennsylvania
$492K 30,531
IWA
57
IBEX Wealth Advisors
New Jersey
$474K 29,422 +29,422 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$442K 27,435 -29,643 -52%
MIC
59
Meridian Investment Counsel
California
$438K 27,167 -8,167 -23%
DADC
60
D.A. Davidson & Co
Montana
$436K 27,064 -1,815 -6%
Calamos Advisors
61
Calamos Advisors
Illinois
$435K 27,007 +5,195 +24%
SPIA
62
Steward Partners Investment Advisory
New York
$427K 26,506 +21,654 +446%
LCM
63
Landscape Capital Management
New Jersey
$414K 25,657 +25,657 New
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$412K 25,572 +2,975 +13%
IWM
65
IHT Wealth Management
Illinois
$405K 25,115 -1,031 -4%
SCM
66
Schnieders Capital Management
California
$375K 23,275 -100 -0.4%
Comerica Bank
67
Comerica Bank
Texas
$357K 22,146 -1,068 -5%
AWS
68
Atria Wealth Solutions
New York
$339K 21,051 +3,515 +20%
CMMS
69
Comprehensive Money Management Services
Florida
$337K 20,910 +20,910 New
RCM
70
Robinson Capital Management
Michigan
$334K 20,692
IWC
71
Integrated Wealth Concepts
Massachusetts
$333K 20,650 -544 -3%
IA
72
Intellus Advisors
Florida
$322K 20,000 +20,000 New
FFA
73
First Foundation Advisors
California
$322K 19,967 -19,275 -49%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$300K 18,631 -1,500 -7%
LA
75
LexAurum Advisors
Kansas
$298K 18,514 +60 +0.3%