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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

125 hedge funds and large institutions have $278M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.2M
3
RCM
3
Rivernorth Capital Management
Florida
$2.24M
4
LCM
4
Landscape Capital Management
New Jersey
$1.05M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.66M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
UBS Group
2
UBS Group
Switzerland
$21.5M
3
JFG
3
Jefferies Financial Group
New York
$0
4
HH
4
Hilltop Holdings
Texas
$5.7M
5
LGA
5
Lebenthal Global Advisors
New York
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$242K 14,612 -48 -0.3%
RP
77
Riverbridge Partners
Minnesota
$241K 14,539 -947 -6%
SW
78
SVB Wealth
Massachusetts
$235K 14,150 -2,675 -16%
VF
79
Virtu Financial
New York
$215K 12,951 +12,951 New
FMTCOCP
80
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K 12,882 -12,118 -48%
BOPW
81
Brandywine Oak Private Wealth
Pennsylvania
$207K 12,500 – –
SA
82
SFI Advisors
New Jersey
$203K 12,247 +12,247 New
TIM
83
Triad Investment Management
California
$200K 12,035 +6 +0%
CPSC
84
Carl P. Sherr & Co
Massachusetts
$196K 11,810 – –
MA
85
MKT Advisors
California
$192K 11,621 – –
EIA
86
Edgemoor Investment Advisors
Maryland
$189K 11,380 – –
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$184K 11,113 -1,357 -11%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$177K 10,681 +10,681 New
BG
89
Benedetti & Gucer
Georgia
$177K 10,645 +10,645 New
PVM
90
Palogic Value Management
Texas
$174K 10,500 – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$172K 10,373 +23 +0.2%
SP
92
Successful Portfolios
Florida
$168K 10,150 – –
Lazard Asset Management
93
Lazard Asset Management
New York
– – – –
EC
94
Elequin Capital
New York
$107K 6,460 +6,460 New
GWSG
95
GPS Wealth Strategies Group
Colorado
$88K 5,306 – –
HCM
96
Hollencrest Capital Management
California
$78.7K 4,741 +4,741 New
SPIA
97
Steward Partners Investment Advisory
New York
$76.8K 4,629 +25 +0.5%
CFB
98
Cullen/Frost Bankers
Texas
$66.4K 4,000 +4,000 New
CT
99
Cambridge Trust
Massachusetts
$49.8K 3,000 – –
GRP
100
Global Retirement Partners
California
$49.8K 3,000 +1,000 +50%
2 3
4
5 6