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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

131 hedge funds and large institutions have $353M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
36
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Simmons Bank
Arkansas
+$7.97M
2
TC
TownSquare Capital
Utah
+$2.93M
3
Morgan Stanley
Morgan Stanley
New York
+$2.39M
4
Ameriprise
Ameriprise
Minnesota
+$1.27M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.06M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.87M
3
Stifel Financial
Stifel Financial
Missouri
-$748K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$636K
5
AIP
Ahrens Investment Partners
Louisiana
-$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$307K -$34.4K -1,276 -10%
OC
77
Oppenheimer & Co
New York
$307K – – –
PG
78
Patten Group
Tennessee
$295K +$295K +10,930 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$290K +$3.72K +138 +1%
VWA
80
VERITY Wealth Advisors
United States
$288K – – –
ECM
81
Evergreen Capital Management
Washington
$287K +$216 +8 +0.1%
KPWS
82
Kestra Private Wealth Services
Texas
$272K – – –
PCM
83
Poehling Capital Management
Wisconsin
$270K – – –
Lido Advisors
84
Lido Advisors
California
$267K +$267K +9,889 New
NA
85
Nottingham Advisors
New York
$266K +$10.8K +400 +4%
CAN
86
Claraphi Advisory Network
United States
$256K +$256K +9,479 New
Truist Financial
87
Truist Financial
North Carolina
$256K +$256K +9,507 New
CFD
88
Creative Financial Designs
Indiana
$254K +$85.5K +3,177 +51%
KC
89
Kingfisher Capital
North Carolina
$252K +$252K +9,338 New
Lazard Asset Management
90
Lazard Asset Management
New York
$250K -$241K – –
SFSIG
91
San Francisco Sentry Investment Group
California
$250K – – –
CC
92
Constitution Capital
Connecticut
$248K +$248K +9,214 New
PWSG
93
Pacific Wealth Strategies Group
California
$223K – – –
AUB
94
Atlantic Union Bankshares
Virginia
$219K -$94.9K -3,500 -30%
AWM
95
Aevitas Wealth Management
Massachusetts
$209K +$209K +7,750 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$160K -$249K -9,244 -61%
SPIA
97
Steward Partners Investment Advisory
New York
$130K -$64.9K -2,409 -33%
RA
98
Reby Advisors
Connecticut
$124K +$124K +4,600 New
SBL
99
Sargent Bickham Lagudis
Colorado
$118K – – –
APA
100
American Portfolios Advisors
New York
$110K – – –
2 3
4
5 6