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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $385M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
42
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$242K -$4.98K -306 -2%
Comerica Bank
77
Comerica Bank
Texas
$220K +$17.3K +1,061 +9%
JAG
78
Journey Advisory Group
Kentucky
$220K -$34.1K -2,100 -13%
ONB
79
Old National Bancorp
Indiana
$217K -$179K -10,997 -45%
FMTCOCP
80
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K
CPSC
81
Carl P. Sherr & Co
Massachusetts
$192K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$179K
WAM
83
Wolverine Asset Management
Illinois
$174K -$401K -24,666 -70%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$172K +$1.55K +95 +0.9%
PVM
85
Palogic Value Management
Texas
$171K
EIA
86
Edgemoor Investment Advisors
Maryland
$169K -$16.3K -1,000 -9%
BG
87
Benedetti & Gucer
Georgia
$164K +$164K +10,100 New
Lazard Asset Management
88
Lazard Asset Management
New York
$151K -$140K
BI
89
Bramshill Investments
Florida
$148K -$8.42K -532 -5%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$129K +$3.25K +200 +3%
GWSG
91
GPS Wealth Strategies Group
Colorado
$86.3K
HCM
92
Hollencrest Capital Management
California
$80.3K +$1.89K +116 +2%
PTC
93
Private Trust Company
Ohio
$61K -$182K -11,200 -75%
SPIA
94
Steward Partners Investment Advisory
New York
$59.2K -$10.8K -663 -15%
CT
95
Cambridge Trust
Massachusetts
$48.8K
HI
96
Harbour Investments
Wisconsin
$46.3K
TIM
97
Tortoise Investment Management
New York
$42.8K +$32.9K +2,025 +332%
NA
98
NewEdge Advisors
Louisiana
$41.1K -$260K -16,000 -86%
NSIM
99
North Star Investment Management
Illinois
$34.4K
FGA
100
Fortis Group Advisors
New Jersey
$32.5K +$16.3K +1,000 +100%