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BlackRock Taxable Municipal Bond Trust

123 hedge funds and large institutions have $380M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
43
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
76
Central Trust Company
Missouri
$309K +$309K +12,009 New
SPC
77
Sigma Planning Corp
Michigan
$309K +$309K +12,012 New
WKWM
78
Walter & Keenan Wealth Management
Indiana
$304K
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$303K -$5.84K -227 -2%
AWM
80
AE Wealth Management
Kansas
$302K -$18.2K -705 -6%
DADC
81
D.A. Davidson & Co
Montana
$300K +$300K +11,647 New
OC
82
Oppenheimer & Co
New York
$294K
VWA
83
VERITY Wealth Advisors
United States
$275K
Truist Financial
84
Truist Financial
North Carolina
$263K +$18.2K +708 +7%
KPWS
85
Kestra Private Wealth Services
Texas
$258K
PCM
86
Poehling Capital Management
Wisconsin
$258K
Lido Advisors
87
Lido Advisors
California
$254K
NA
88
Nottingham Advisors
New York
$254K
AAS
89
Avantax Advisory Services
Texas
$244K +$244K +9,443 New
Lazard Asset Management
90
Lazard Asset Management
New York
$239K -$239K
OBWG
91
Onyx Bridge Wealth Group
New York
$237K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$233K +$37.3K +1,450 +19%
PWSG
93
Pacific Wealth Strategies Group
California
$219K
AWM
94
Aevitas Wealth Management
Massachusetts
$208K +$2.76K +107 +1%
CC
95
Constitution Capital
Connecticut
$206K
APA
96
American Portfolios Advisors
New York
$123K +$5.15K +200 +4%
BFC
97
Bedel Financial Consulting
Indiana
$103K
SPIA
98
Steward Partners Investment Advisory
New York
$80K
Citigroup
99
Citigroup
New York
$72K +$12.3K +476 +21%
NSIM
100
North Star Investment Management
Illinois
$54K