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BlackRock Taxable Municipal Bond Trust

103 hedge funds and large institutions have $182M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
32
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.2M +$3.56M +169,496 +17%
UBS Group
2
UBS Group
Switzerland
$19.9M +$1.74M +82,788 +10%
HH
3
Hilltop Holdings
Texas
$13.9M +$11.2M +532,578 +412%
Invesco
4
Invesco
Georgia
$12.2M +$1.7M +80,824 +16%
Bank of America
5
Bank of America
North Carolina
$9.47M -$280K -13,302 -3%
Goldman Sachs
6
Goldman Sachs
New York
$9.15M +$9.15M +435,346 New
OA
7
Oxbow Advisors
Texas
$8.01M -$831K -39,515 -9%
Ameriprise
8
Ameriprise
Minnesota
$7.86M +$1.07M +51,358 +16%
Wells Fargo
9
Wells Fargo
California
$6.29M -$643K -30,589 -9%
Stifel Financial
10
Stifel Financial
Missouri
$5.75M +$131K +6,251 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.13M +$44K +2,094 +0.9%
LI
12
Longer Investments
Arkansas
$4.47M -$332K -15,775 -7%
SIA
13
Sit Investment Associates
Minnesota
$4.06M +$4.06M +193,070 New
LPL Financial
14
LPL Financial
California
$3.86M +$344K +16,377 +10%
RJA
15
Raymond James & Associates
Florida
$2.98M +$269K +12,810 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.83M -$181K -8,567 -6%
CA
17
Cornerstone Advisory
Maryland
$2.7M -$666K -31,667 -20%
GFPC
18
Global Financial Private Capital
Florida
$2.35M -$191K -9,047 -8%
FFA
19
First Foundation Advisors
California
$2.18M +$267K +12,698 +14%
TC
20
TownSquare Capital
Utah
$2.13M +$2.13M +97,345 New
AWA
21
AmeriServ Wealth Advisors
Pennsylvania
$1.93M +$383K +18,212 +25%
TIM
22
Tortoise Investment Management
New York
$1.75M +$1.75M +83,307 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.63M +$811K +38,583 +99%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.63M -$3.59K -171 -0.2%
AFS
25
Access Financial Services
Minnesota
$1.44M -$256K -12,168 -15%