BBN icon

BlackRock Taxable Municipal Bond Trust

92 hedge funds and large institutions have $165M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-13
Holders Change %
-12.38%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
41
Reduced
18
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.2M -$1.48M -65,922 -6%
UBS Group
2
UBS Group
Switzerland
$19.2M +$934K +41,493 +5%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$11.4M -$13.6M -605,522 -54%
Bank of America
4
Bank of America
North Carolina
$10.4M +$77.7K +3,449 +0.8%
Wells Fargo
5
Wells Fargo
California
$10.3M -$884K -39,259 -8%
Invesco
6
Invesco
Georgia
$10.2M +$456K +20,256 +5%
Ameriprise
7
Ameriprise
Minnesota
$9.73M -$2.87M -127,347 -23%
Goldman Sachs
8
Goldman Sachs
New York
$7.77M +$7.77M +344,865 New
CA
9
Cornerstone Advisory
Maryland
$6.19M +$5.93M +263,270 +2,263%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.51M +$191K +8,479 +4%
LI
11
Longer Investments
Arkansas
$4.96M -$42.9K -1,905 -0.9%
Stifel Financial
12
Stifel Financial
Missouri
$4.43M +$44.1K +1,958 +1%
RJA
13
Raymond James & Associates
Florida
$3.41M -$3.65K -162 -0.1%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.39M +$158K +7,012 +5%
LPL Financial
15
LPL Financial
California
$2.39M +$1.41M +62,815 +146%
GFPC
16
Global Financial Private Capital
Florida
$2.32M -$30.2K -1,341 -1%
FFA
17
First Foundation Advisors
California
$2.14M +$18.6K +825 +0.9%
AFS
18
Access Financial Services
Minnesota
$1.78M +$14.4K +640 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.66M +$244K +10,857 +17%
HH
20
Hilltop Holdings
Texas
$1.46M +$419K +18,620 +40%
IP
21
Intellectus Partners
California
$1.28M -$142K -6,316 -10%
MIC
22
Meridian Investment Counsel
California
$1.15M -$4.89K -217 -0.4%
ASN
23
Advisory Services Network
Georgia
$1.12M +$10.1K +450 +0.9%
FRA
24
Front Row Advisors
California
$953K +$83.3K +3,700 +10%
PAA
25
Peregrine Asset Advisers
Oregon
$814K +$833 +37 +0.1%