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BlackRock Taxable Municipal Bond Trust

124 hedge funds and large institutions have $272M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
76
Commons Capital
Massachusetts
$253K +$4.73K +281 +2%
RP
77
Riverbridge Partners
Minnesota
$243K +$1.26K +75 +0.5%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$227K +$227K +13,463 New
PTC
79
Private Trust Company
Ohio
$226K +$3.45K +205 +2%
MA
80
MKT Advisors
California
$216K -$904 -50 -0.4%
EIA
81
Edgemoor Investment Advisors
Maryland
$210K -$14.3K -850 -6%
TIM
82
Triad Investment Management
California
$208K -$17 -1 -0%
Citadel Advisors
83
Citadel Advisors
Florida
$183K +$183K +10,841 New
PVM
84
Palogic Value Management
Texas
$177K +$177K +10,500 New
SP
85
Successful Portfolios
Florida
$174K -$30.3K -1,800 -15%
PG
86
Patten Group
Tennessee
$174K -$12.5K -740 -7%
VWA
87
VERITY Wealth Advisors
United States
$170K
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$168K
Lazard Asset Management
89
Lazard Asset Management
New York
$156K -$152K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$124K -$17.7K -1,049 -12%
SPIA
91
Steward Partners Investment Advisory
New York
$85.4K -$18.3K -1,084 -18%
BAM
92
Belpointe Asset Management
Nevada
$53K +$53K +3,145 New
CT
93
Cambridge Trust
Massachusetts
$51K +$51K +3,000 New
ASN
94
Advisory Services Network
Georgia
$50.5K +$50.5K +3,000 New
FCA
95
FinTrust Capital Advisors
South Carolina
$42.1K
MRCM
96
M&R Capital Management
New Jersey
$40.3K +$40.3K +2,391 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$38K
NSIM
98
North Star Investment Management
Illinois
$35.6K
HI
99
Harbour Investments
Wisconsin
$34.5K -$33.7K -2,000 -49%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$33K