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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

92 hedge funds and large institutions have $165M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-13
Holders Change %
-12.38%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
41
Reduced
18
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.77M
2
CA
Cornerstone Advisory
Maryland
+$5.93M
3
LPL Financial
LPL Financial
California
+$1.41M
4
UBS Group
UBS Group
Switzerland
+$934K
5
Invesco
Invesco
Georgia
+$456K

Top Sellers

1
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$13.6M
2
Ameriprise
Ameriprise
Minnesota
-$2.87M
3
Morgan Stanley
Morgan Stanley
New York
-$1.48M
4
SIA
Sit Investment Associates
Minnesota
-$1.21M
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$56K – – –
SEI Investments
77
SEI Investments
Pennsylvania
$55K +$8.98K +400 +20%
FPS
78
Fieldpoint Private Securities
Connecticut
$29K – – –
DSC
79
Duncker Streett & Co
Missouri
$27K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$23K -$4.6K -200 -17%
US Bancorp
81
US Bancorp
Minnesota
$23K – – –
WT
82
Whittier Trust
California
$23K – – –
IWM
83
IHT Wealth Management
Illinois
$20K – – –
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$18K – – –
APA
85
American Portfolios Advisors
New York
$12.8K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$11K – – –
WTB
87
Washington Trust Bank
Washington
$11K +$1.13K +52 +11%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$11K +$11K +500 New
PO
89
Private Ocean
California
$9K +$9K +433 New
CAC
90
Certified Advisory Corp
Florida
$7K +$82 +4 +1%
CFA
91
Carroll Financial Associates
North Carolina
$6K – – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$4K +$85 +4 +2%
HR
93
Howe & Rusling
New York
$3K – – –
BWM
94
Baystate Wealth Management
Massachusetts
$2K +$2K +105 New
WAMC
95
Western Asset Management Company
California
$1K – – –
SIA
96
Sit Investment Associates
Minnesota
– -$1.21M -52,140 Closed
IH
97
IFC Holdings
Florida
– -$673K -28,943 Closed
CCP
98
Corient Capital Partners
California
– -$644K -27,750 Closed
HCM
99
Hollencrest Capital Management
California
– -$639K -27,559 Closed
DA
100
Doliver Advisors
Texas
– -$510K -22,007 Closed
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