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BlackRock Taxable Municipal Bond Trust

124 hedge funds and large institutions have $272M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$32.8K +$32.8K +1,950 New
BEI
102
Benjamin Edwards Inc
Missouri
$29K
US Bancorp
103
US Bancorp
Minnesota
$28.5K
BLC
104
Brown, Lisle/Cummings
Rhode Island
$27.8K
IA
105
IFP Advisors
Florida
$22K
Bessemer Group
106
Bessemer Group
New Jersey
$21K +$21K +1,250 New
HIA
107
Harbor Investment Advisory
Maryland
$20.2K
BONH
108
Bank of New Hampshire
New Hampshire
$20K
AWM
109
Accurate Wealth Management
Florida
$17.9K +$17.9K +1,000 New
WT
110
Whittier Trust
California
$16.9K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$16.8K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$11.6K
GJIA
113
Glass Jacobson Investment Advisors
Maryland
$10.4K +$10.4K +615 New
GMA
114
Glassy Mountain Advisors
Maryland
$10.1K +$10.1K +600 New
BWL
115
Bogart Wealth LLC
Virginia
$9.75K +$253 +15 +3%
CFD
116
Creative Financial Designs
Indiana
$9.27K +$169 +10 +2%
WWP
117
WR Wealth Planners
Missouri
$7.46K +$151 +9 +2%
SCA
118
Stonebridge Capital Advisors
Minnesota
$6.87K
DSC
119
Duncker Streett & Co
Missouri
$5.61K
EE
120
EWG Elevate
California
$5.1K +$5.1K +303 New
AF
121
Allworth Financial
California
$5.05K
PAG
122
Private Advisor Group
New Jersey
$577 +$18 +1,040 +3%
SIS
123
Sound Income Strategies
Florida
$505
Fidelity Investments
124
Fidelity Investments
Massachusetts
$17
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
-$1.74K -100,750 Closed