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BlackRock Taxable Municipal Bond Trust

121 hedge funds and large institutions have $293M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$34.9K 1,950
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$32K 1,805 -425 -19%
BEI
103
Benjamin Edwards Inc
Missouri
$31K 1,750
US Bancorp
104
US Bancorp
Minnesota
$30.3K 1,690
CCP
105
Carmel Capital Partners
California
$26.2K 1,460 +1,460 New
FMP
106
Financial Management Professionals
Texas
$24K 1,358 +1,358 New
IA
107
IFP Advisors
Florida
$21.8K 1,000
HIA
108
Harbor Investment Advisory
Maryland
$21.5K 1,200
WT
109
Whittier Trust
California
$18K 1,006
BLC
110
Brown, Lisle/Cummings
Rhode Island
$17.9K 1,000 -650 -39%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$17.9K 1,000
AIP
112
Ahrens Investment Partners
Louisiana
$17.9K 1,000 +1,000 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$15.6K 870 +180 +26%
BWL
114
Bogart Wealth LLC
Virginia
$10.5K 586 +7 +1%
CFD
115
Creative Financial Designs
Indiana
$10K 560 +10 +2%
WWP
116
WR Wealth Planners
Missouri
$8.07K 450 +7 +2%
SCA
117
Stonebridge Capital Advisors
Minnesota
$7.31K 408
DSC
118
Duncker Streett & Co
Missouri
$5.97K 333
AF
119
Allworth Financial
California
$5.38K 300
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$3.07K 171,488 +7,281 +4%
SIS
121
Sound Income Strategies
Florida
$538 30
PA
122
Parallel Advisors
California
$18 1 +1 New
PCM
123
Penserra Capital Management
California
-394,180 Closed
WAM
124
Weiss Asset Management
Massachusetts
-113,050 Closed
PAMP
125
Polar Asset Management Partners
Ontario, Canada
-99,318 Closed