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BlackRock Taxable Municipal Bond Trust

120 hedge funds and large institutions have $406M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9.22% less ownership

Funds ownership: 49.89%40.67% (-9.2%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
120
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

Top Buyers

1 +$6.28M
2 +$3.87M
3 +$3M
4
Morgan Stanley
Morgan Stanley
New York
+$2.86M
5
Jane Street
Jane Street
New York
+$1.87M

Top Sellers

1 -$104M
2 -$3.84M
3 -$3.45M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.95M
5
M&T Bank
M&T Bank
New York
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
101
Eastern Bank
Massachusetts
$49K
PTC
102
Private Trust Company
Ohio
$45.7K
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$40.8K
GAFA
104
Garton & Associates Financial Advisors
Kentucky
$36.5K
NSIM
105
North Star Investment Management
Illinois
$34.5K
FC
106
Fairscale Capital
New Hampshire
$30.9K
FGA
107
Fortis Group Advisors
New Jersey
$16.3K
IA
108
IFP Advisors
Florida
$16.3K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$16.3K
KG
110
Kilter Group
New York
$12.8K
JWCA
111
J.W. Cole Advisors
Florida
$12.2K
KTC
112
Kentucky Trust Company
Kentucky
$12.1K
NS
113
NBC Securities
Alabama
$11.5K
DSC
114
Duncker Streett & Co
Missouri
$5.43K
AF
115
Allworth Financial
California
$4.9K
CA
116
CoreCap Advisors
Michigan
$4.9K
FHA
117
Flagship Harbor Advisors
Massachusetts
$3.77K
TRCT
118
Tower Research Capital (TRC)
New York
$65
CFD
119
Creative Financial Designs
Indiana
$23
Russell Investments Group
120
Russell Investments Group
United Kingdom
$11
1CP
121
1607 Capital Partners
Virginia
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
Fiera Capital (Canada)
123
Fiera Capital (Canada)
Quebec, Canada
FNBSF
124
First National Bank Sioux Falls
South Dakota
RAM
125
Readystate Asset Management
Illinois