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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
47
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.8M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
Invesco
3
Invesco
Georgia
$13.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.45M
5
LPL Financial
5
LPL Financial
California
$9.35M

Top Sellers

1
SB
1
Simmons Bank
Arkansas
$559K
2
LGA
2
Lebenthal Global Advisors
New York
$18.6M
3
FFA
3
First Foundation Advisors
California
$3.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$80K -$31.8K -1,242 -28%
SC
102
Solstein Capital
California
$76K +$76K +2,960 New
Citigroup
103
Citigroup
New York
$60K – – –
BEI
104
Benjamin Edwards Inc
Missouri
$54K -$5.25K -205 -9%
NSIM
105
North Star Investment Management
Illinois
$54K – – –
AWA
106
Arkadios Wealth Advisors
Georgia
$50K +$40.2K +1,563 +411%
CFD
107
Creative Financial Designs
Indiana
$46K -$82.4K -3,204 -64%
SIM
108
Sonora Investment Management
Arizona
$39K – – –
FPS
109
Fieldpoint Private Securities
Connecticut
$34K – – –
RFA
110
Reilly Financial Advisors
California
$34K +$34K +1,318 New
PA
111
Parallel Advisors
California
$31K – – –
HIA
112
Harbor Investment Advisory
Maryland
$31K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$26K – – –
WT
114
Whittier Trust
California
$26K – – –
DSC
115
Duncker Streett & Co
Missouri
$26K – – –
PFBT
116
Parkside Financial Bank & Trust
Missouri
$26K +$26K +990 New
LC
117
Lindbrook Capital
California
$26K +$26K +1,000 New
US Bancorp
118
US Bancorp
Minnesota
$25K +$2.04K +80 +9%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$22K +$127 +5 +0.6%
SIS
120
Sound Income Strategies
Florida
$18K – – –
NFSG
121
Newbridge Financial Services Group
Florida
$17K – – –
PMFA
122
Plante Moran Financial Advisors
Michigan
$14K – – –
BWL
123
Bogart Wealth LLC
Virginia
$13K +$13K +521 New
SL
124
Savior LLC
Massachusetts
$11K +$125 +5 +1%
Northern Trust
125
Northern Trust
Illinois
$8K -$42.8K -150,679 -84%
2 3 4
5
6