BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $330M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.28M
2
SIA
2
Sit Investment Associates
Minnesota
$55.1M
3
NMC
3
Nine Masts Capital
Hong Kong
$2.35M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.51M
3
GC
3
Guggenheim Capital
Illinois
$13.1M
4
PCM
4
Penserra Capital Management
California
$0
5
RCA
5
Reitz Capital Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
101
NBC Securities
Alabama
$17K +$283 +18 +2%
GRP
102
Global Retirement Partners
California
$16.4K – – –
FGA
103
Fortis Group Advisors
New Jersey
$16.3K -$16.3K -1,000 -50%
IA
104
IFP Advisors
Florida
$16.3K – – –
BWL
105
Bogart Wealth LLC
Virginia
$10.3K +$180 +11 +2%
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$10.1K – – –
MIA
107
MeadowBrook Investment Advisors
Michigan
$8.95K – – –
VWM
108
Venturi Wealth Management
Texas
$7.64K +$605 +37 +9%
DSC
109
Duncker Streett & Co
Missouri
$5.44K – – –
AF
110
Allworth Financial
California
$4.9K – – –
CA
111
CoreCap Advisors
Michigan
$4.9K +$4.9K +300 New
T
112
Tidemark
California
$4.53K – – –
TRCT
113
Tower Research Capital (TRC)
New York
$4.4K +$4.26K +261 +3,263%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$2.43K +$2.43K +150 New
SIS
115
Sound Income Strategies
Florida
$490 – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$16 – – –
PCM
117
Penserra Capital Management
California
– -$1.81M -111,351 Closed
RCA
118
Reitz Capital Advisors
Michigan
– -$1.47M -90,338 Closed
WAM
119
Weiss Asset Management
Massachusetts
– -$935K -57,503 Closed
Jane Street
120
Jane Street
New York
– -$842K -51,808 Closed
TW
121
Transform Wealth
Colorado
– -$605K -37,200 Closed
LSC
122
Logan Stone Capital
Illinois
– -$553K -34,018 Closed
EC
123
Elequin Capital
New York
– -$403K -24,772 Closed
VF
124
Virtu Financial
New York
– -$299K -18,369 Closed
SWP
125
Stratos Wealth Partners
Ohio
– -$296K -18,210 Closed
2 3 4
5
6