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BlackRock Taxable Municipal Bond Trust

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $383M → $381M (-$1.66M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
117
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
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$34K
FC
102
Fairscale Capital
New Hampshire
$30.7K
NS
103
NBC Securities
Alabama
$18K
IA
104
IFP Advisors
Florida
$16.1K
FGA
105
Fortis Group Advisors
New Jersey
$16.1K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$16.1K
FHA
107
First Horizon Advisors
Tennessee
$12.1K
GBT
108
Grove Bank & Trust
Florida
$12.1K
KTC
109
Kentucky Trust Company
Kentucky
$11.9K
CWP
110
Concord Wealth Partners
Virginia
$10.1K
US Bancorp
111
US Bancorp
Minnesota
$7.68K
DSC
112
Duncker Streett & Co
Missouri
$5.37K
CA
113
CoreCap Advisors
Michigan
$4.83K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$3.22K
ZBNA
115
Zions Bancorporation, National Association
Utah
$129
CFD
116
Creative Financial Designs
Indiana
$22
Russell Investments Group
117
Russell Investments Group
United Kingdom
$10
RCM
118
Robinson Capital Management
Michigan
AWS
119
Atria Wealth Solutions
New York
AUB
120
Atlantic Union Bankshares
Virginia
GLA
121
Good Life Advisors
Pennsylvania
GJIA
122
Glass Jacobson Investment Advisors
Maryland
MIA
123
MeadowBrook Investment Advisors
Michigan
OIA
124
Optimum Investment Advisors
Illinois
SIS
125
Sound Income Strategies
Florida