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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 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, 41 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
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
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$96.3M
2
RAM
2
Readystate Asset Management
Illinois
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$80.4M
4
1CP
4
1607 Capital Partners
Virginia
$3.9M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.83M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.17M
2
LPL Financial
2
LPL Financial
California
$9.59M
3
Ameriprise
3
Ameriprise
Minnesota
$6.41M
4
AF
4
Apexium Financial
Texas
$1.22M
5
WS
5
Wedbush Securities
California
$613K
Name Market Value Shares Shares
Change 		Shares
Change %
BMCM
76
Bryn Mawr Capital Management
Pennsylvania
$209K 12,994 -1,428 -10%
FMTCOCP
77
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K 12,882 – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$207K 12,893 -269 -2%
CIAS
79
Capital Investment Advisory Services
North Carolina
$196K 12,162 +1,655 +16%
ATS
80
Ashton Thomas Securities
New York
$195K 12,100 -6,000 -33%
CPSC
81
Carl P. Sherr & Co
Massachusetts
$190K 11,810 – –
ASN
82
Advisory Services Network
Georgia
$188K 11,600 +600 +5%
BAM
83
Belpointe Asset Management
Nevada
$187K 11,636 +49 +0.4%
GCM
84
Generation Capital Management
New York
$187K 11,624 – –
PVM
85
Palogic Value Management
Texas
$169K 10,500 – –
WA
86
WealthTrust Axiom
Pennsylvania
$165K 10,259 +10,259 New
SPIA
87
Steward Partners Investment Advisory
New York
$164K 10,177 +7,733 +316%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$141K 8,747 -1 -0%
GRP
89
Global Retirement Partners
California
$134K 8,311 +8,311 New
OWA
90
Opal Wealth Advisors
New York
$100K 6,230 – –
HCM
91
Hollencrest Capital Management
California
$87.5K 5,430 +91 +2%
AF
92
Allworth Financial
California
$69.3K 4,300 +4,000 +1,333%
EC
93
Elequin Capital
New York
$60.6K 3,760 +3,760 New
FFA
94
Farther Finance Advisors
California
$53.4K 3,317 -183 -5%
TCOT
95
Trust Company of Toledo
Ohio
$51.9K 3,221 +3,221 New
HI
96
Harbour Investments
Wisconsin
$49.9K 3,100 – –
EB
97
Eastern Bank
Massachusetts
$48.3K 3,000 – –
PTC
98
Private Trust Company
Ohio
$45.1K 2,800 – –
NSIM
99
North Star Investment Management
Illinois
$34K 2,113 – –
FC
100
Fairscale Capital
New Hampshire
$30.7K 1,894 – –
1 2 3
4
5