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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
41
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$31.4M
2
Morgan Stanley
Morgan Stanley
New York
+$3.09M
3
TC
TownSquare Capital
Utah
+$2.67M
4
FFA
First Foundation Advisors
California
+$2.39M
5
Wells Fargo
Wells Fargo
California
+$2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.75M
2
UBS Group
UBS Group
Switzerland
-$4.04M
3
Stifel Financial
Stifel Financial
Missouri
-$1.9M
4
CA
Cetera Advisors
Colorado
-$1.11M
5
Invesco
Invesco
Georgia
-$598K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
76
Old Second National Bank of Aurora
Illinois
$109K – – –
FIA
77
FNY Investment Advisers
New York
$108K +$34.8K +1,417 +48%
APA
78
American Portfolios Advisors
New York
$100K -$99 -4 -0.1%
TIM
79
Tortoise Investment Management
New York
$100K – – –
BFC
80
Bedel Financial Consulting
Indiana
$99K – – –
SFS
81
Sowell Financial Services
Arkansas
$99K +$99K +4,018 New
NSIM
82
North Star Investment Management
Illinois
$80K +$80K +3,238 New
BEI
83
Benjamin Edwards Inc
Missouri
$68K – – –
BFEC
84
Benjamin F. Edwards & Company
Missouri
$55K +$43.2K +1,736 +365%
TFS
85
TrustCore Financial Services
Tennessee
$47K – – –
PAM
86
Panagora Asset Management
Massachusetts
$41K +$41K +1,665 New
ARMC
87
American Research & Management Company
Massachusetts
$35K – – –
FPS
88
Fieldpoint Private Securities
Connecticut
$32K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$25K – – –
WT
90
Whittier Trust
California
$25K – – –
SIM
91
Sonora Investment Management
Arizona
$13K – – –
PO
92
Private Ocean
California
$13K +$13K +500 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$12.4K – – –
OIA
94
Optimum Investment Advisors
Illinois
$12K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$12K +$12K +502 New
NIC
96
Northwest Investment Counselors
Oregon
$9K +$9K +364 New
CFA
97
Carroll Financial Associates
North Carolina
$7K – – –
AF
98
Allworth Financial
California
$3K +$3K +129 New
SCA
99
Stonebridge Capital Advisors
Minnesota
$2K – – –
Millennium Management
100
Millennium Management
New York
– -$523K -22,034 Closed
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4
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