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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $409M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

8.97% less ownership

Funds ownership: 49.89%40.92% (-9%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
122
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

Top Buyers

1 +$6.28M
2 +$3.87M
3 +$3M
4
Morgan Stanley
Morgan Stanley
New York
+$2.86M
5
Jane Street
Jane Street
New York
+$1.87M

Top Sellers

1 -$104M
2 -$3.84M
3 -$3.45M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.95M
5
M&T Bank
M&T Bank
New York
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$234K
MA
77
Mezzasalma Advisors
New Jersey
$234K
SA
78
Sanctuary Advisors
Indiana
$229K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$214K
Millennium Management
80
Millennium Management
New York
$212K
FMTCOCP
81
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K
BMCM
82
Bryn Mawr Capital Management
Pennsylvania
$199K
ATS
83
Ashton Thomas Securities
New York
$197K
CPSC
84
Carl P. Sherr & Co
Massachusetts
$193K
BAM
85
Belpointe Asset Management
Nevada
$192K
SAM
86
Seelaus Asset Management
New Jersey
$186K
MIC
87
Meridian Investment Counsel
California
$183K
AWA
88
Arete Wealth Advisors
Illinois
$180K
Comerica Bank
89
Comerica Bank
Texas
$172K
ASN
90
Advisory Services Network
Georgia
$171K
PVM
91
Palogic Value Management
Texas
$171K
WA
92
WealthTrust Axiom
Pennsylvania
$167K
CC
93
Commons Capital
Massachusetts
$165K
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$143K
GRP
95
Global Retirement Partners
California
$136K
AUB
96
Atlantic Union Bankshares
Virginia
$129K
FFA
97
Farther Finance Advisors
California
$102K
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$97.3K
HCM
99
Hollencrest Capital Management
California
$91.8K
HI
100
Harbour Investments
Wisconsin
$68.5K