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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $409M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q4 according to their latest regulatory filings, with 21 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: $ → $

8.97% less ownership

Funds ownership: 49.89%40.92% (-9%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
122
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
TCOT
101
Trust Company of Toledo
Ohio
$52.6K
SAG
102
SageView Advisory Group
California
$52.2K
EB
103
Eastern Bank
Massachusetts
$49K
PTC
104
Private Trust Company
Ohio
$45.7K
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$40.8K
GAFA
106
Garton & Associates Financial Advisors
Kentucky
$36.5K
NSIM
107
North Star Investment Management
Illinois
$34.5K
FC
108
Fairscale Capital
New Hampshire
$30.9K
FGA
109
Fortis Group Advisors
New Jersey
$16.3K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$16.3K
IA
111
IFP Advisors
Florida
$16.3K
KG
112
Kilter Group
New York
$12.8K
JWCA
113
J.W. Cole Advisors
Florida
$12.2K
KTC
114
Kentucky Trust Company
Kentucky
$12.1K
NS
115
NBC Securities
Alabama
$11.5K
DSC
116
Duncker Streett & Co
Missouri
$5.43K
CA
117
CoreCap Advisors
Michigan
$4.9K
AF
118
Allworth Financial
California
$4.9K
FHA
119
Flagship Harbor Advisors
Massachusetts
$3.77K
TRCT
120
Tower Research Capital (TRC)
New York
$65
CFD
121
Creative Financial Designs
Indiana
$23
Russell Investments Group
122
Russell Investments Group
United Kingdom
$11
1CP
123
1607 Capital Partners
Virginia
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
Fiera Capital (Canada)
125
Fiera Capital (Canada)
Quebec, Canada