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BlackRock Taxable Municipal Bond Trust

87 hedge funds and large institutions have $163M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
35
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$26.6M -$9.85M -440,067 -27%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M +$717K +32,045 +4%
UBS Group
3
UBS Group
Switzerland
$18.7M +$287K +12,824 +2%
Invesco
4
Invesco
Georgia
$9.99M +$791K +35,331 +9%
Bank of America
5
Bank of America
North Carolina
$9.67M -$241K -10,776 -2%
Wells Fargo
6
Wells Fargo
California
$9.67M +$1.39M +62,204 +17%
Ameriprise
7
Ameriprise
Minnesota
$7.59M +$7.59M +339,414 New
LI
8
Longer Investments
Arkansas
$5M -$60.7K -2,710 -1%
LPL Financial
9
LPL Financial
California
$4.92M +$621K +27,545 +14%
Stifel Financial
10
Stifel Financial
Missouri
$4.57M +$792K +35,479 +21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.09M +$367K +16,376 +10%
SIA
12
Sit Investment Associates
Minnesota
$3.42M
FFA
13
First Foundation Advisors
California
$2.93M +$3.58K +160 +0.1%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.89M +$84.3K +3,757 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.69M +$45.3K +2,024 +2%
RJA
16
Raymond James & Associates
Florida
$2.69M +$82.6K +3,690 +3%
AFS
17
Access Financial Services
Minnesota
$1.64M +$340K +15,184 +26%
IP
18
Intellectus Partners
California
$1.57M +$82.6K +3,690 +6%
ASN
19
Advisory Services Network
Georgia
$1.37M +$1.37M +61,024 New
MIC
20
Meridian Investment Counsel
California
$1.15M +$33.6K +1,500 +3%
HH
21
Hilltop Holdings
Texas
$1.13M +$1.13M +50,534 New
BTS
22
BB&T Securities
Virginia
$1.12M -$105K -4,699 -9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.11M +$352K +15,729 +46%
CI
24
Conning Inc
Connecticut
$860K
PAA
25
Peregrine Asset Advisers
Oregon
$837K -$5.91K -264 -0.7%