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BlackRock Taxable Municipal Bond Trust

115 hedge funds and large institutions have $409M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
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
AFS
51
Access Financial Services
Minnesota
$572K
Calamos Advisors
52
Calamos Advisors
Illinois
$571K
GP
53
Gridiron Partners
Pennsylvania
$540K
IWA
54
IBEX Wealth Advisors
New Jersey
$453K
DADC
55
D.A. Davidson & Co
Montana
$416K
CJ
56
Caitlin John
Michigan
$378K
IWM
57
IHT Wealth Management
Illinois
$374K
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$357K
PAG
59
Private Advisor Group
New Jersey
$353K
OC
60
Oppenheimer & Co
New York
$352K
SCM
61
Schnieders Capital Management
California
$349K
IA
62
Intellus Advisors
Florida
$332K
CMMS
63
Comprehensive Money Management Services
Florida
$329K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$326K
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$299K
IWC
66
Integrated Wealth Concepts
Massachusetts
$282K
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$275K
DFA
68
Delta Financial Advisors
Louisiana
$269K
USCWA
69
U.S. Capital Wealth Advisors
Texas
$259K
MWM
70
Melfa Wealth Management
Massachusetts
$250K
LA
71
LexAurum Advisors
Kansas
$249K
MA
72
Mezzasalma Advisors
New Jersey
$235K
MIC
73
Meridian Investment Counsel
California
$227K
BMCM
74
Bryn Mawr Capital Management
Pennsylvania
$217K
ASN
75
Advisory Services Network
Georgia
$216K