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BlackRock Taxable Municipal Bond Trust

95 hedge funds and large institutions have $166M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
13
Increased
29
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.5M +$657K +29,708 +3%
UBS Group
2
UBS Group
Switzerland
$18.5M -$309K -13,979 -2%
Bank of America
3
Bank of America
North Carolina
$10.4M +$226K +10,228 +2%
Invesco
4
Invesco
Georgia
$9.89M -$142K -6,436 -1%
OA
5
Oxbow Advisors
Texas
$9.74M +$9.74M +440,776 New
LB
6
Landmark Bank
Missouri
$9.67M +$9.67M +437,724 New
CA
7
Cornerstone Advisory
Maryland
$9.44M +$3.37M +152,300 +55%
Wells Fargo
8
Wells Fargo
California
$8.83M -$1.29M -58,222 -13%
Ameriprise
9
Ameriprise
Minnesota
$6.47M -$3.07M -138,866 -32%
Stifel Financial
10
Stifel Financial
Missouri
$6.08M +$1.74M +78,619 +40%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.28M -$128K -5,776 -2%
LI
12
Longer Investments
Arkansas
$5.22M +$351K +15,885 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.31M -$10.6K -481 -0.3%
RJA
14
Raymond James & Associates
Florida
$3.08M -$268K -12,133 -8%
LPL Financial
15
LPL Financial
California
$3.05M +$706K +31,954 +30%
AWA
16
AmeriServ Wealth Advisors
Pennsylvania
$2.41M -$8.82M -398,947 -79%
GFPC
17
Global Financial Private Capital
Florida
$2.39M +$114K +5,171 +5%
FFA
18
First Foundation Advisors
California
$2.09M -$9.15K -414 -0.4%
AFS
19
Access Financial Services
Minnesota
$1.76M +$11.6K +524 +0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.65M +$21.9K +992 +1%
DA
21
Doliver Advisors
Texas
$1.56M +$1.56M +70,560 New
HH
22
Hilltop Holdings
Texas
$1.46M +$27.4K +1,238 +2%
IP
23
Intellectus Partners
California
$1.23M -$27.6K -1,250 -2%
MIC
24
Meridian Investment Counsel
California
$1.1M -$22.1K -1,000 -2%
ASN
25
Advisory Services Network
Georgia
$1.05M -$41.8K -1,910 -4%