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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

105 hedge funds and large institutions have $238M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
36
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.44M
2
Ameriprise
Ameriprise
Minnesota
+$3.2M
3
Bank of America
Bank of America
North Carolina
+$3.03M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.56M
5
LCM
Landscape Capital Management
New Jersey
+$1.58M

Top Sellers

1
HH
Hilltop Holdings
Texas
-$5.77M
2
JWCA
J.W. Cole Advisors
Florida
-$5.62M
3
FFA
First Foundation Advisors
California
-$1.35M
4
OA
Oxbow Advisors
Texas
-$1.2M
5
CA
Cetera Advisors
Colorado
-$968K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.2M +$897K +41,158 +2%
GC
2
Guggenheim Capital
Illinois
$29.5M +$126K +5,775 +0.4%
UBS Group
3
UBS Group
Switzerland
$21.3M -$368K -16,892 -2%
Bank of America
4
Bank of America
North Carolina
$15.1M +$3.03M +138,954 +25%
Ameriprise
5
Ameriprise
Minnesota
$13.2M +$3.2M +151,657 +32%
Wells Fargo
6
Wells Fargo
California
$12.9M +$640K +29,372 +5%
Invesco
7
Invesco
Georgia
$12.3M +$328K +15,055 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.93M +$639K +29,302 +8%
TC
9
TownSquare Capital
Utah
$5.58M +$451K +19,723 +9%
SIA
10
Sit Investment Associates
Minnesota
$5.44M +$5.44M +249,515 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.65M +$238K +10,928 +5%
FFA
12
First Foundation Advisors
California
$4.57M -$1.35M -61,708 -23%
LPL Financial
13
LPL Financial
California
$4.26M -$83.2K -3,815 -2%
CA
14
Cetera Advisors
Colorado
$3.6M -$968K -44,424 -21%
RJA
15
Raymond James & Associates
Florida
$3.06M +$180K +8,273 +6%
Stifel Financial
16
Stifel Financial
Missouri
$2.98M -$941K -43,329 -24%
HH
17
Hilltop Holdings
Texas
$2.68M -$5.77M -264,594 -68%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.67M -$169K -7,754 -6%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$2.56M +$2.56M +117,242 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.36M +$192K +8,822 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.29M +$104K +4,761 +5%
JG
22
Jefferies Group
New York
$2.18M -$14K -644 -0.6%
KPW
23
Kore Private Wealth
New York
$2.07M +$428K +19,650 +26%
PAG
24
Private Advisor Group
New Jersey
$1.94M -$298K -13,669 -13%
IWA
25
IBEX Wealth Advisors
New Jersey
$1.82M +$238K +10,917 +15%
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