BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.1M
2
RAM
Readystate Asset Management
Illinois
+$1.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.73M
4
1CP
1607 Capital Partners
Virginia
+$1.45M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$856K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.51M
2
LPL Financial
LPL Financial
California
-$2.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.6M
4
AF
Apexium Financial
Texas
-$852K
5
WS
Wedbush Securities
California
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$212K +$212K +13,163 New
BMCM
77
Bryn Mawr Capital Management
Pennsylvania
$209K -$23K -1,428 -10%
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K – – –
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$207K -$4.32K -269 -2%
CIAS
80
Capital Investment Advisory Services
North Carolina
$196K +$26.7K +1,655 +16%
ATS
81
Ashton Thomas Securities
New York
$195K -$96.7K -6,000 -33%
CPSC
82
Carl P. Sherr & Co
Massachusetts
$190K – – –
ASN
83
Advisory Services Network
Georgia
$188K +$9.71K +600 +5%
BAM
84
Belpointe Asset Management
Nevada
$187K +$789 +49 +0.4%
GCM
85
Generation Capital Management
New York
$187K – – –
PVM
86
Palogic Value Management
Texas
$169K – – –
WA
87
WealthTrust Axiom
Pennsylvania
$165K +$165K +10,259 New
SPIA
88
Steward Partners Investment Advisory
New York
$164K +$125K +7,733 +316%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$141K -$16 -1 -0%
GRP
90
Global Retirement Partners
California
$134K +$134K +8,311 New
OWA
91
Opal Wealth Advisors
New York
$100K – – –
HCM
92
Hollencrest Capital Management
California
$87.5K +$1.47K +91 +2%
AF
93
Allworth Financial
California
$69.3K +$64.4K +4,000 +1,333%
EC
94
Elequin Capital
New York
$60.6K +$60.6K +3,760 New
FFA
95
Farther Finance Advisors
California
$53.4K -$2.95K -183 -5%
TCOT
96
Trust Company of Toledo
Ohio
$51.9K +$51.9K +3,221 New
HI
97
Harbour Investments
Wisconsin
$49.9K – – –
EB
98
Eastern Bank
Massachusetts
$48.3K – – –
PTC
99
Private Trust Company
Ohio
$45.1K – – –
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$40.4K -$161 -10 -0.4%
1 2 3
4
5