BBN icon

BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $409M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 21 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: $ → $

8.97% less ownership

Funds ownership: 49.89%40.92% (-9%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
122
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
SMA
51
Seven Mile Advisory
New Jersey
$567K
OIM
52
Oder Investment Management
California
$556K
AFS
53
Access Financial Services
Minnesota
$551K
NEPWA
54
New England Private Wealth Advisors
Massachusetts
$531K
GP
55
Gridiron Partners
Pennsylvania
$531K
LCM
56
Landscape Capital Management
New Jersey
$502K
CPWL
57
Coquina Private Wealth LLC
Florida
$436K
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$403K
DADC
59
D.A. Davidson & Co
Montana
$402K
IWA
60
IBEX Wealth Advisors
New Jersey
$365K
OC
61
Oppenheimer & Co
New York
$357K
HF
62
HRT Financial
New York
$354K
ICMP
63
Integrated Capital Management (Pennsylvania)
Pennsylvania
$345K
SCM
64
Schnieders Capital Management
California
$343K
RI
65
Rinkey Investments
California
$336K
PAG
66
Private Advisor Group
New Jersey
$333K
IA
67
Intellus Advisors
Florida
$331K
CMMS
68
Comprehensive Money Management Services
Florida
$324K
IWM
69
IHT Wealth Management
Illinois
$312K
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$294K
DFA
71
Delta Financial Advisors
Louisiana
$277K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$250K
MWM
73
Melfa Wealth Management
Massachusetts
$245K
CJ
74
Caitlin John
Michigan
$243K
P
75
&Partners
Tennessee
$242K