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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

105 hedge funds and large institutions have $176M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
33
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$10.1M
2
UBS Group
2
UBS Group
Switzerland
$18.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.4M
5
Squarepoint
5
Squarepoint
New York
$371K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.21M
2
CI
2
Conning Inc
Connecticut
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$221K
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$128K -$27.3K -1,182 -18%
NMC
77
Nine Masts Capital
Hong Kong
$128K +$128K +5,500 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$121K -$6.27K -271 -5%
Cohen & Steers
79
Cohen & Steers
New York
$109K – – –
MOS
80
MGO One Seven
Ohio
$104K +$104K +4,506 New
PG
81
Patten Group
Tennessee
$97K – – –
ARMC
82
American Research & Management Company
Massachusetts
$93K +$93K +4,000 New
RCC
83
Red Cedar Capital
Nebraska
$88K +$88K +3,808 New
EWM
84
Evercore Wealth Management
New York
$81K -$11.6K -500 -13%
AIM
85
Advantage Investment Management
Iowa
$78K +$17.3K +746 +28%
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$75K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$57K – – –
SEI Investments
88
SEI Investments
Pennsylvania
$48K – – –
FPS
89
Fieldpoint Private Securities
Connecticut
$30K – – –
DSC
90
Duncker Streett & Co
Missouri
$28K -$7K -300 -20%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$28K – – –
US Bancorp
92
US Bancorp
Minnesota
$23K – – –
WT
93
Whittier Trust
California
$23K – – –
IWM
94
IHT Wealth Management
Illinois
$21K – – –
APA
95
American Portfolios Advisors
New York
$13.2K +$13.2K +569 New
AWM
96
Avior Wealth Management
Nebraska
$12K -$4.8K -200 -29%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$11K – – –
CHC
98
City Holding Co
West Virginia
$11K – – –
WTB
99
Washington Trust Bank
Washington
$11K – – –
TA
100
Townsend & Associates
Colorado
$11K +$11K +465 New
1 2 3
4
5