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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

144 hedge funds and large institutions have $404M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+21
Holders Change %
+17.07%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
1
First National Bank Sioux Falls
South Dakota
$2.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.22M
3
LPL Financial
3
LPL Financial
California
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.3M
5
Wells Fargo
5
Wells Fargo
California
$12.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.5M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$1.63M
4
RJA
4
Raymond James & Associates
Florida
$5.16M
5
TC
5
TownSquare Capital
Utah
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
76
Edgemoor Investment Advisors
Maryland
$349K – – –
LP
77
Lloyd Park
Illinois
$344K +$344K +13,145 New
HNWAG
78
High Net Worth Advisory Group
Florida
$338K +$338K +12,900 New
TGAM
79
TBH Global Asset Management
Tennessee
$335K – – –
DADC
80
D.A. Davidson & Co
Montana
$332K +$27.5K +1,050 +9%
PG
81
Patten Group
Tennessee
$329K – – –
PAA
82
Peregrine Asset Advisers
Oregon
$323K -$25.5K -973 -7%
SP
83
Successful Portfolios
Florida
$318K -$2.62K -100 -0.8%
BTWM
84
Baker Tilly Wealth Management
Wisconsin
$309K -$11.3K -430 -4%
WKWM
85
Walter & Keenan Wealth Management
Indiana
$309K – – –
CPSC
86
Carl P. Sherr & Co
Massachusetts
$309K +$309K +11,810 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$308K +$131 +5 +0%
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$305K -$38.4K -1,470 -11%
MA
89
MKT Advisors
California
$298K +$298K +12,371 New
VWA
90
VERITY Wealth Advisors
United States
$280K – – –
SWM
91
Spire Wealth Management
Virginia
$275K -$52.3K -2,000 -16%
BFO
92
Biltmore Family Office
North Carolina
$263K +$263K +10,000 New
KPWS
93
Kestra Private Wealth Services
Texas
$262K – – –
PCM
94
Poehling Capital Management
Wisconsin
$262K – – –
QC
95
Quent Capital
New York
$262K +$262K +10,000 New
NA
96
Nottingham Advisors
New York
$259K – – –
Lido Advisors
97
Lido Advisors
California
$258K – – –
Truist Financial
98
Truist Financial
North Carolina
$255K -$12.7K -483 -5%
DA
99
DCM Advisors
New York
$254K -$728K -27,749 -74%
AAS
100
Avantax Advisory Services
Texas
$247K +$157 +6 +0.1%
2 3
4
5 6