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BlackRock Taxable Municipal Bond Trust

115 hedge funds and large institutions have $383M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

47% less capital invested

Capital invested by funds: $725M → $383M (-$342M)

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
76
Patten Group
Tennessee
$221K
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$220K
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K
AUB
79
Atlantic Union Bankshares
Virginia
$213K
CPSC
80
Carl P. Sherr & Co
Massachusetts
$197K
GLA
81
Good Life Advisors
Pennsylvania
$194K
GCM
82
Generation Capital Management
New York
$194K
BAM
83
Belpointe Asset Management
Nevada
$193K
ASN
84
Advisory Services Network
Georgia
$183K
CIAS
85
Capital Investment Advisory Services
North Carolina
$175K
PVM
86
Palogic Value Management
Texas
$175K
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$146K
OWA
88
Opal Wealth Advisors
New York
$104K
HCM
89
Hollencrest Capital Management
California
$89K
FFA
90
Farther Finance Advisors
California
$58.1K
HI
91
Harbour Investments
Wisconsin
$51.7K
EB
92
Eastern Bank
Massachusetts
$50K
PTC
93
Private Trust Company
Ohio
$46.7K
SPIA
94
Steward Partners Investment Advisory
New York
$40.8K
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$39.8K
NSIM
96
North Star Investment Management
Illinois
$35.3K
FC
97
Fairscale Capital
New Hampshire
$31.6K
NS
98
NBC Securities
Alabama
$19K
IA
99
IFP Advisors
Florida
$16.7K
FGA
100
Fortis Group Advisors
New Jersey
$16.7K