BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

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
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.1M
2
RAM
Readystate Asset Management
Illinois
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.73M
4
1CP
1607 Capital Partners
Virginia
+$1.45M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$856K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.6M
4
AF
Apexium Financial
Texas
-$852K
5
WS
Wedbush Securities
California
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
CJ
51
Caitlin John
Michigan
$463K -$176K -10,929 -28%
IWA
52
IBEX Wealth Advisors
New Jersey
$438K +$596 +37 +0.1%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$406K -$8.02K -498 -2%
DADC
54
D.A. Davidson & Co
Montana
$404K – – –
Calamos Advisors
55
Calamos Advisors
Illinois
$385K -$33.5K -2,078 -8%
IWM
56
IHT Wealth Management
Illinois
$373K -$17.6K -1,093 -5%
SCM
57
Schnieders Capital Management
California
$355K – – –
PAG
58
Private Advisor Group
New Jersey
$342K -$116K -7,224 -25%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$333K -$277K -17,204 -45%
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 -$34.3K -2,130 -11%
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$290K – – –
Citadel Advisors
66
Citadel Advisors
Florida
$290K +$290K +17,971 New
LA
67
LexAurum Advisors
Kansas
$285K -$3.45K -214 -1%
IWC
68
Integrated Wealth Concepts
Massachusetts
$274K -$32.2K -2,000 -11%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$267K -$8.12K -504 -3%
AAS
70
Avantax Advisory Services
Texas
$266K -$15.3K -952 -5%
MA
71
Mezzasalma Advisors
New Jersey
$246K +$2.98K +185 +1%
MWM
72
Melfa Wealth Management
Massachusetts
$242K – – –
EWA
73
EP Wealth Advisors
California
$226K +$226K +14,021 New
WAM
74
Wolverine Asset Management
Illinois
$219K +$219K +13,594 New
PG
75
Patten Group
Tennessee
$213K – – –
1 2
3
4 5