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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

129 hedge funds and large institutions have $345M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
33
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13.4M
2
V
Veritable
Delaware
+$6.79M
3
UBS Group
UBS Group
Switzerland
+$6.24M
4
BRWA
B. Riley Wealth Advisors
Florida
+$4.66M
5
TC
TownSquare Capital
Utah
+$3.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.25M
2
Ameriprise
Ameriprise
Minnesota
-$5M
3
SB
Simmons Bank
Arkansas
-$4.29M
4
LGA
Lebenthal Global Advisors
New York
-$2.13M
5
Bank of America
Bank of America
North Carolina
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
76
Walter & Keenan Wealth Management
Indiana
$291K – – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$290K -$19.1K -773 -6%
CIA
78
Capital Investment Advisors
Georgia
$289K -$57.7K -2,341 -17%
OC
79
Oppenheimer & Co
New York
$281K – – –
PG
80
Patten Group
Tennessee
$281K +$11.6K +470 +4%
M&T Bank
81
M&T Bank
New York
$271K -$625K -25,370 -70%
VWA
82
VERITY Wealth Advisors
United States
$264K – – –
ECM
83
Evergreen Capital Management
Washington
$263K +$123 +5 +0%
KPWS
84
Kestra Private Wealth Services
Texas
$247K – – –
PCM
85
Poehling Capital Management
Wisconsin
$247K – – –
Lido Advisors
86
Lido Advisors
California
$244K – – –
NA
87
Nottingham Advisors
New York
$243K – – –
SWM
88
Spire Wealth Management
Virginia
$241K +$241K +9,765 New
Truist Financial
89
Truist Financial
North Carolina
$235K -$124 -5 -0.1%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$232K +$86.7K +3,539 +60%
KC
91
Kingfisher Capital
North Carolina
$230K – – –
Lazard Asset Management
92
Lazard Asset Management
New York
$229K -$250K – –
SFSIG
93
San Francisco Sentry Investment Group
California
$228K – – –
CC
94
Constitution Capital
Connecticut
$225K -$2.47K -100 -1%
LCM
95
Landscape Capital Management
New Jersey
$212K +$212K +8,586 New
PWSG
96
Pacific Wealth Strategies Group
California
$210K – – –
HIP
97
HUB Investment Partners
Texas
$201K -$753K -30,550 -79%
FIA
98
FNY Investment Advisers
New York
$141K +$141K +5,756 New
CFD
99
Creative Financial Designs
Indiana
$123K -$109K -4,442 -47%
SBL
100
Sargent Bickham Lagudis
Colorado
$108K – – –
2 3
4
5 6