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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $330M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.28M
2
SIA
2
Sit Investment Associates
Minnesota
$55.1M
3
NMC
3
Nine Masts Capital
Hong Kong
$2.35M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.51M
3
GC
3
Guggenheim Capital
Illinois
$13.1M
4
PCM
4
Penserra Capital Management
California
$0
5
RCA
5
Reitz Capital Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$213K +$171K +10,492 +416%
Millennium Management
77
Millennium Management
New York
$212K -$420K -25,687 -66%
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K – – –
SCA
79
Snowden Capital Advisors
New York
$202K +$202K +12,361 New
CPSC
80
Carl P. Sherr & Co
Massachusetts
$193K – – –
PPWM
81
Perissos Private Wealth Management
Oklahoma
$193K +$193K +11,800 New
BG
82
Benedetti & Gucer
Georgia
$191K +$26.1K +1,600 +16%
BAM
83
Belpointe Asset Management
Nevada
$187K +$187K +11,454 New
CFG
84
Cooper Financial Group
California
$176K -$144K -8,831 -45%
PVM
85
Palogic Value Management
Texas
$172K – – –
Lazard Asset Management
86
Lazard Asset Management
New York
$151K -$151K – –
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$128K +$2.36K +150 +2%
GWSG
88
GPS Wealth Strategies Group
Colorado
$86.7K – – –
HCM
89
Hollencrest Capital Management
California
$81.6K +$899 +55 +1%
SPIA
90
Steward Partners Investment Advisory
New York
$66.9K +$7.37K +451 +12%
WAM
91
Wolverine Asset Management
Illinois
$63.7K -$111K -6,800 -64%
PTC
92
Private Trust Company
Ohio
$61.3K – – –
CT
93
Cambridge Trust
Massachusetts
$49K – – –
TIM
94
Tortoise Investment Management
New York
$43.1K – – –
HI
95
Harbour Investments
Wisconsin
$42.5K -$4.09K -250 -9%
NSIM
96
North Star Investment Management
Illinois
$34.5K – – –
US Bancorp
97
US Bancorp
Minnesota
$27.6K – – –
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$24.3K +$13.1K +800 +116%
HIA
99
Harbor Investment Advisory
Maryland
$19.6K – – –
CFD
100
Creative Financial Designs
Indiana
$18.1K +$294 +18 +2%
2 3
4
5 6