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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

110 hedge funds and large institutions have $299M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$18.4M
2
JWCA
J.W. Cole Advisors
Florida
+$5.65M
3
Ameriprise
Ameriprise
Minnesota
+$4.38M
4
Morgan Stanley
Morgan Stanley
New York
+$3.44M
5
UBS Group
UBS Group
Switzerland
+$3.25M

Top Sellers

1
Invesco
Invesco
Georgia
-$3.69M
2
HH
Hilltop Holdings
Texas
-$2.4M
3
CA
Cetera Advisors
Colorado
-$1.86M
4
Wells Fargo
Wells Fargo
California
-$1.66M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$227K +$227K +9,097 New
WS
77
Wedbush Securities
California
$226K +$226K +9,088 New
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$219K -$230K -9,245 -51%
PWSG
79
Pacific Wealth Strategies Group
California
$212K +$212K +8,500 New
SPIA
80
Steward Partners Investment Advisory
New York
$125K +$125K +5,014 New
CFD
81
Creative Financial Designs
Indiana
$117K +$117K +4,676 New
BI
82
Bramshill Investments
Florida
$115K +$115K +4,630 New
OSNBOA
83
Old Second National Bank of Aurora
Illinois
$110K – – –
SBL
84
Sargent Bickham Lagudis
Colorado
$109K – – –
APA
85
American Portfolios Advisors
New York
$101K – – –
BFC
86
Bedel Financial Consulting
Indiana
$100K – – –
GAM
87
Gemmer Asset Management
California
$75K +$75K +3,011 New
BEI
88
Benjamin Edwards Inc
Missouri
$62K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$55K – – –
NSIM
90
North Star Investment Management
Illinois
$53K – – –
US Bancorp
91
US Bancorp
Minnesota
$52K +$29.7K +1,200 +133%
SIM
92
Sonora Investment Management
Arizona
$37K +$37K +1,500 New
ARMC
93
American Research & Management Company
Massachusetts
$35K +$35K +1,400 New
TRCT
94
Tower Research Capital (TRC)
New York
$32K +$32K +1,277 New
HIA
95
Harbor Investment Advisory
Maryland
$30K – – –
PA
96
Parallel Advisors
California
$29K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$25K -$18K -720 -42%
DSC
98
Duncker Streett & Co
Missouri
$25K – – –
WT
99
Whittier Trust
California
$25K – – –
PAM
100
Panagora Asset Management
Massachusetts
$20K – – –
1 2 3
4
5