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BlackRock Taxable Municipal Bond Trust

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $383M → $381M (-$1.66M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
117
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
OC
76
Oppenheimer & Co
New York
$212K
BMCM
77
Bryn Mawr Capital Management
Pennsylvania
$209K
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$207K
CIAS
80
Capital Investment Advisory Services
North Carolina
$196K
ATS
81
Ashton Thomas Securities
New York
$195K
CPSC
82
Carl P. Sherr & Co
Massachusetts
$190K
ASN
83
Advisory Services Network
Georgia
$188K
BAM
84
Belpointe Asset Management
Nevada
$187K
GCM
85
Generation Capital Management
New York
$187K
PVM
86
Palogic Value Management
Texas
$169K
WA
87
WealthTrust Axiom
Pennsylvania
$165K
SPIA
88
Steward Partners Investment Advisory
New York
$164K
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$141K
GRP
90
Global Retirement Partners
California
$134K
OWA
91
Opal Wealth Advisors
New York
$100K
HCM
92
Hollencrest Capital Management
California
$87.5K
AF
93
Allworth Financial
California
$69.3K
EC
94
Elequin Capital
New York
$60.6K
FFA
95
Farther Finance Advisors
California
$53.4K
TCOT
96
Trust Company of Toledo
Ohio
$51.9K
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