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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

105 hedge funds and large institutions have $238M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
36
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.44M
2
Ameriprise
Ameriprise
Minnesota
+$3.2M
3
Bank of America
Bank of America
North Carolina
+$3.03M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.56M
5
LCM
Landscape Capital Management
New Jersey
+$1.58M

Top Sellers

1
HH
Hilltop Holdings
Texas
-$5.77M
2
JWCA
J.W. Cole Advisors
Florida
-$5.62M
3
FFA
First Foundation Advisors
California
-$1.35M
4
OA
Oxbow Advisors
Texas
-$1.2M
5
CA
Cetera Advisors
Colorado
-$968K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$202K -$226K – –
SMFS
77
Squar Milner Financial Services
California
$178K +$28.6K +1,317 +19%
OSNBOA
78
Old Second National Bank of Aurora
Illinois
$96K – – –
SBL
79
Sargent Bickham Lagudis
Colorado
$95K – – –
APA
80
American Portfolios Advisors
New York
$88.6K – – –
BFC
81
Bedel Financial Consulting
Indiana
$87K – – –
FIA
82
FNY Investment Advisers
New York
$58K +$35.7K +1,663 +160%
BEI
83
Benjamin Edwards Inc
Missouri
$55K -$5.5K -250 -9%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$48K – – –
NSIM
85
North Star Investment Management
Illinois
$46K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$37K +$15.5K +720 +72%
RFA
87
Reilly Financial Advisors
California
$31K – – –
TFS
88
TrustCore Financial Services
Tennessee
$30K – – –
HIA
89
Harbor Investment Advisory
Maryland
$26K – – –
PA
90
Parallel Advisors
California
$26K +$26K +1,200 New
DSC
91
Duncker Streett & Co
Missouri
$22K – – –
WT
92
Whittier Trust
California
$22K – – –
US Bancorp
93
US Bancorp
Minnesota
$20K +$16.3K +733 +439%
PAM
94
Panagora Asset Management
Massachusetts
$18K +$2.55K +114 +16%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$15K +$4.09K +188 +37%
SIS
96
Sound Income Strategies
Florida
$15K +$15K +680 New
MWM
97
MBE Wealth Management
Wisconsin
$13K +$13K +640 New
SFS
98
Sowell Financial Services
Arkansas
$12K -$70.9K -3,354 -86%
OIA
99
Optimum Investment Advisors
Illinois
$11K – – –
SL
100
Savior LLC
Massachusetts
$9K +$88 +4 +1%
1 2 3
4
5