BBN icon

BlackRock Taxable Municipal Bond Trust

120 hedge funds and large institutions have $406M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 19 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: $ → $

9.22% less ownership

Funds ownership: 49.89%40.67% (-9.2%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
120
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
SA
76
Sanctuary Advisors
Indiana
$229K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$214K
Millennium Management
78
Millennium Management
New York
$212K
FMTCOCP
79
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K
BMCM
80
Bryn Mawr Capital Management
Pennsylvania
$199K
ATS
81
Ashton Thomas Securities
New York
$197K
CPSC
82
Carl P. Sherr & Co
Massachusetts
$193K
BAM
83
Belpointe Asset Management
Nevada
$192K
SAM
84
Seelaus Asset Management
New Jersey
$186K
MIC
85
Meridian Investment Counsel
California
$183K
AWA
86
Arete Wealth Advisors
Illinois
$180K
Comerica Bank
87
Comerica Bank
Texas
$172K
ASN
88
Advisory Services Network
Georgia
$171K
PVM
89
Palogic Value Management
Texas
$171K
WA
90
WealthTrust Axiom
Pennsylvania
$167K
CC
91
Commons Capital
Massachusetts
$165K
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$143K
GRP
93
Global Retirement Partners
California
$136K
AUB
94
Atlantic Union Bankshares
Virginia
$129K
FFA
95
Farther Finance Advisors
California
$102K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$97.3K
HCM
97
Hollencrest Capital Management
California
$91.8K
HI
98
Harbour Investments
Wisconsin
$68.5K
TCOT
99
Trust Company of Toledo
Ohio
$52.6K
SAG
100
SageView Advisory Group
California
$52.2K