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BlackRock Taxable Municipal Bond Trust

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $383M → $381M (-$1.66M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
51
Caitlin John
Michigan
$463K
IWA
52
IBEX Wealth Advisors
New Jersey
$438K
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$406K
DADC
54
D.A. Davidson & Co
Montana
$404K
Calamos Advisors
55
Calamos Advisors
Illinois
$385K
IWM
56
IHT Wealth Management
Illinois
$373K
SCM
57
Schnieders Capital Management
California
$355K
PAG
58
Private Advisor Group
New Jersey
$342K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$333K
IA
60
Intellus Advisors
Florida
$322K
CMMS
61
Comprehensive Money Management Services
Florida
$320K
MIC
62
Meridian Investment Counsel
California
$306K
USCWA
63
U.S. Capital Wealth Advisors
Texas
$300K
Comerica Bank
64
Comerica Bank
Texas
$291K
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$290K
Citadel Advisors
66
Citadel Advisors
Florida
$290K
LA
67
LexAurum Advisors
Kansas
$285K
IWC
68
Integrated Wealth Concepts
Massachusetts
$274K
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$267K
AAS
70
Avantax Advisory Services
Texas
$266K
MA
71
Mezzasalma Advisors
New Jersey
$246K
MWM
72
Melfa Wealth Management
Massachusetts
$242K
EWA
73
EP Wealth Advisors
California
$226K
WAM
74
Wolverine Asset Management
Illinois
$219K
PG
75
Patten Group
Tennessee
$213K