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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

97 hedge funds and large institutions have $142M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.59M
2
Wells Fargo
2
Wells Fargo
California
$10.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$634K
4
DA
4
Doliver Advisors
Texas
$747K
5
Millennium Management
5
Millennium Management
New York
$463K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$720K
2
BIM
2
Baldwin Investment Management
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$10M
4
FFA
4
First Foundation Advisors
California
$2.84M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M 923,271 +7,642 +0.8%
UBS Group
2
UBS Group
Switzerland
$19.4M 845,924 +12,552 +2%
Wells Fargo
3
Wells Fargo
California
$10.5M 460,379 +28,294 +7%
Bank of America
4
Bank of America
North Carolina
$10.2M 447,232 +15,179 +4%
Invesco
5
Invesco
Georgia
$10M 438,399 -7,594 -2%
Ameriprise
6
Ameriprise
Minnesota
$9.59M 418,540 +79,126 +23%
LI
7
Longer Investments
Arkansas
$5.06M 221,030 -2,190 -1%
Stifel Financial
8
Stifel Financial
Missouri
$4.68M 205,404 +757 +0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.04M 176,407 -6,082 -3%
SIA
10
Sit Investment Associates
Minnesota
$3.45M 150,734 -2,100 -1%
RJA
11
Raymond James & Associates
Florida
$3.07M 134,183 +14,192 +12%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.04M 132,757 +4,209 +3%
FFA
13
First Foundation Advisors
California
$2.84M 123,975 -6,851 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.75M 120,220 -31 -0%
AFS
15
Access Financial Services
Minnesota
$1.76M 76,942 +3,701 +5%
IP
16
Intellectus Partners
California
$1.61M 70,236 +208 +0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.43M 62,400 +12,733 +26%
ASN
18
Advisory Services Network
Georgia
$1.34M 58,625 -2,399 -4%
MIC
19
Meridian Investment Counsel
California
$1.21M 52,767 +1,500 +3%
HH
20
Hilltop Holdings
Texas
$1.09M 47,717 -2,817 -6%
BTS
21
BB&T Securities
Virginia
$1.09M 47,442 -2,625 -5%
CI
22
Conning Inc
Connecticut
$880K 38,403 – –
PAA
23
Peregrine Asset Advisers
Oregon
$859K 37,514 +110 +0.3%
Citigroup
24
Citigroup
New York
$827K 36,088 +659 +2%
DA
25
Doliver Advisors
Texas
$747K 32,607 +22,007 +208%
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