BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

144 hedge funds and large institutions have $404M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+21
Holders Change %
+17.07%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
First National Bank Sioux Falls
South Dakota
$2.46M
2
Citadel Advisors
Citadel Advisors
Florida
$2.22M
3
LPL Financial
LPL Financial
California
$13.4M
4
Morgan Stanley
Morgan Stanley
New York
$50.3M
5
Wells Fargo
Wells Fargo
California
$12.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$34.5M
2
RCA
Reitz Capital Advisors
Michigan
$2.76M
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
$1.63M
4
RJA
Raymond James & Associates
Florida
$5.16M
5
TC
TownSquare Capital
Utah
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
126
Fieldpoint Private Securities
Connecticut
$34K – – –
HIA
127
Harbor Investment Advisory
Maryland
$31K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$26K – – –
WT
129
Whittier Trust
California
$26K – – –
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$23K +$131 +5 +0.6%
TIM
131
Tortoise Investment Management
New York
$17K +$17K +666 New
PMFA
132
Plante Moran Financial Advisors
Michigan
$14K – – –
BWL
133
Bogart Wealth LLC
Virginia
$14K +$260 +10 +2%
CTC
134
Central Trust Company
Missouri
$13K -$299K -11,509 -96%
CFD
135
Creative Financial Designs
Indiana
$13K -$12.5K -492 -49%
ODG
136
O'Dell Group
Ohio
$12K -$6.24K -239 -34%
WFS
137
Widmann Financial Services
Maryland
$10K +$10K +405 New
DSC
138
Duncker Streett & Co
Missouri
$9K – – –
Northern Trust
139
Northern Trust
Illinois
$9K +$1.71K +6,524 +23%
AF
140
Allworth Financial
California
$8K – – –
CFA
141
Carroll Financial Associates
North Carolina
$7K – – –
TRCT
142
Tower Research Capital (TRC)
New York
$3K +$3K +128 New
SCA
143
Stonebridge Capital Advisors
Minnesota
$2K – – –
SIS
144
Sound Income Strategies
Florida
$1K – – –
SIC
145
Samalin Investment Counsel
New York
– -$936K -36,344 Closed
KAS
146
Kestra Advisory Services
Texas
– -$732K -28,431 Closed
AWM
147
AE Wealth Management
Kansas
– -$302K -11,717 Closed
Citigroup
148
Citigroup
New York
– -$72K -2,793 Closed
GKWIM
149
Gerber Kawasaki Wealth & Investment Management
California
– -$29K -1,161 Closed
HA
150
Herold Advisors
New York
– -$25K -1,000 Closed
3 4 5
6
7