BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

99 hedge funds and large institutions have $201M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
35
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.9M
2
Ameriprise
Ameriprise
Minnesota
+$3.44M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$2.27M
4
CA
Cetera Advisors
Colorado
+$1.37M
5
UBS Group
UBS Group
Switzerland
+$998K

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$4.91M
2
HH
Hilltop Holdings
Texas
-$1.76M
3
FEG
Financial Enhancement Group
Indiana
-$969K
4
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$744K
5
CRC
Curi RMB Capital
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.3M +$3.9M +164,427 +12%
UBS Group
2
UBS Group
Switzerland
$23.2M +$998K +42,087 +5%
Ameriprise
3
Ameriprise
Minnesota
$14.7M +$3.44M +144,999 +31%
Bank of America
4
Bank of America
North Carolina
$11.6M +$80.4K +3,391 +0.7%
Invesco
5
Invesco
Georgia
$11.6M +$553K +23,294 +5%
HH
6
Hilltop Holdings
Texas
$11.6M -$1.76M -74,400 -13%
Wells Fargo
7
Wells Fargo
California
$9.87M +$216K +9,122 +2%
Stifel Financial
8
Stifel Financial
Missouri
$6.14M -$333K -14,021 -5%
CA
9
Cetera Advisors
Colorado
$5.89M +$1.37M +57,892 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.41M +$351K +14,803 +7%
SIA
11
Sit Investment Associates
Minnesota
$4.73M +$97.1K +4,092 +2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.53M +$245K +10,335 +6%
LPL Financial
13
LPL Financial
California
$4.17M +$64.2K +2,705 +2%
RJA
14
Raymond James & Associates
Florida
$3.56M +$256K +10,804 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.14M +$86.1K +3,626 +3%
FFA
16
First Foundation Advisors
California
$3.12M +$261K +11,007 +9%
PCIA
17
Prime Capital Investment Advisors
Kansas
$2.27M +$2.27M +95,735 New
JG
18
Jefferies Group
New York
$2.19M -$30K -1,264 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.15M +$162K +6,819 +8%
TC
20
TownSquare Capital
Utah
$2.07M -$295K -12,242 -12%
PAG
21
Private Advisor Group
New Jersey
$2M +$501K +21,106 +33%
AFS
22
Access Financial Services
Minnesota
$1.62M +$522 +22 +0%
KPW
23
Kore Private Wealth
New York
$1.59M – – –
IP
24
Intellectus Partners
California
$1.53M +$103K +4,347 +7%
AWA
25
AmeriServ Wealth Advisors
Pennsylvania
$1.36M -$744K -31,379 -35%
1
2 3 4 5