BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

123 hedge funds and large institutions have $339M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
39
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.5M
2
M&T Bank
M&T Bank
New York
$17.6M
3
Morgan Stanley
Morgan Stanley
New York
$73.3M
4
LPL Financial
LPL Financial
California
$14.1M
5
SIA
Sit Investment Associates
Minnesota
$57.3M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$0
2
RVPG
Relative Value Partners Group
$0
3
HH
Hilltop Holdings
Texas
$735K
4
BRWA
B. Riley Wealth Advisors
Florida
$0
5
Wells Fargo
Wells Fargo
California
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
126
Relative Value Partners Group
– -$2.33M -139,010 Closed
BRWA
127
B. Riley Wealth Advisors
Florida
– -$657K -43,308 Closed
SRSA
128
S.R. Schill & Associates
Washington
– -$274K -16,757 Closed
ASN
129
Advisory Services Network
Georgia
– -$263K -16,100 Closed
BAM
130
Bayshore Asset Management
Florida
– -$224K -13,685 Closed
CFG
131
Cooper Financial Group
California
– -$176K -10,750 Closed
GWSG
132
GPS Wealth Strategies Group
Colorado
– -$86.7K -5,306 Closed
BWL
133
Bogart Wealth LLC
Virginia
– -$10.3K -632 Closed
T
134
Tidemark
California
– -$4.53K -277 Closed
2 3 4 5
6