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BlackRock Taxable Municipal Bond Trust

120 hedge funds and large institutions have $406M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9.22% less ownership

Funds ownership: 49.89%40.67% (-9.2%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
120
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

Top Buyers

1 +$6.28M
2 +$3.87M
3 +$3M
4
Morgan Stanley
Morgan Stanley
New York
+$2.86M
5
Jane Street
Jane Street
New York
+$1.87M

Top Sellers

1 -$104M
2 -$3.84M
3 -$3.45M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.95M
5
M&T Bank
M&T Bank
New York
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
51
Access Financial Services
Minnesota
$551K
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$531K
GP
53
Gridiron Partners
Pennsylvania
$531K
LCM
54
Landscape Capital Management
New Jersey
$502K
CPWL
55
Coquina Private Wealth LLC
Florida
$436K
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$403K
DADC
57
D.A. Davidson & Co
Montana
$402K
IWA
58
IBEX Wealth Advisors
New Jersey
$365K
OC
59
Oppenheimer & Co
New York
$357K
HF
60
HRT Financial
New York
$354K
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$345K
SCM
62
Schnieders Capital Management
California
$343K
RI
63
Rinkey Investments
California
$336K
PAG
64
Private Advisor Group
New Jersey
$333K
IA
65
Intellus Advisors
Florida
$331K
CMMS
66
Comprehensive Money Management Services
Florida
$324K
IWM
67
IHT Wealth Management
Illinois
$312K
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$294K
DFA
69
Delta Financial Advisors
Louisiana
$277K
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$250K
MWM
71
Melfa Wealth Management
Massachusetts
$245K
CJ
72
Caitlin John
Michigan
$243K
P
73
&Partners
Tennessee
$242K
KAS
74
Kestra Advisory Services
Texas
$234K
MA
75
Mezzasalma Advisors
New Jersey
$234K