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BlackRock Taxable Municipal Bond Trust

92 hedge funds and large institutions have $168M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
37
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$21.3M +$2.12M +32,351 +11%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M -$769K -36,296 -4%
UBS Group
3
UBS Group
Switzerland
$18.3M +$534K +25,180 +3%
Invesco
4
Invesco
Georgia
$10.6M +$1.12M +52,710 +12%
Bank of America
5
Bank of America
North Carolina
$9.84M -$126K -5,934 -1%
LB
6
Landmark Bank
Missouri
$9.42M +$144K +6,784 +2%
OA
7
Oxbow Advisors
Texas
$8.92M -$430K -20,268 -5%
Wells Fargo
8
Wells Fargo
California
$7M -$1.47M -69,382 -17%
Stifel Financial
9
Stifel Financial
Missouri
$5.65M -$171K -8,104 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.13M +$67.2K +3,172 +1%
LI
11
Longer Investments
Arkansas
$4.84M -$172K -8,110 -3%
LPL Financial
12
LPL Financial
California
$3.55M +$626K +29,532 +21%
CA
13
Cornerstone Advisory
Maryland
$3.4M -$5.66M -267,054 -63%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.02M -$149K -7,021 -5%
HH
15
Hilltop Holdings
Texas
$2.74M +$1.33M +62,954 +95%
RJA
16
Raymond James & Associates
Florida
$2.74M -$213K -10,051 -7%
GFPC
17
Global Financial Private Capital
Florida
$2.55M +$259K +12,200 +11%
FFA
18
First Foundation Advisors
California
$1.93M -$74.4K -3,511 -4%
AFS
19
Access Financial Services
Minnesota
$1.71M +$23.8K +1,123 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.65M +$63.6K +2,998 +4%
AWA
21
AmeriServ Wealth Advisors
Pennsylvania
$1.56M -$757K -35,698 -33%
IP
22
Intellectus Partners
California
$1.21M +$33.1K +1,562 +3%
DADC
23
D.A. Davidson & Co
Montana
$1.11M +$342K +16,133 +44%
MIC
24
Meridian Investment Counsel
California
$1.05M -$6.36K -300 -0.6%
Citigroup
25
Citigroup
New York
$983K +$171K +8,060 +21%