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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

110 hedge funds and large institutions have $299M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$18.4M
2
JWCA
J.W. Cole Advisors
Florida
+$5.65M
3
Ameriprise
Ameriprise
Minnesota
+$4.38M
4
Morgan Stanley
Morgan Stanley
New York
+$3.44M
5
UBS Group
UBS Group
Switzerland
+$3.25M

Top Sellers

1
Invesco
Invesco
Georgia
-$3.69M
2
HH
Hilltop Holdings
Texas
-$2.4M
3
CA
Cetera Advisors
Colorado
-$1.86M
4
Wells Fargo
Wells Fargo
California
-$1.66M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.2M +$3.44M +137,948 +8%
GC
2
Guggenheim Capital
Illinois
$33.9M +$182K +7,319 +0.5%
UBS Group
3
UBS Group
Switzerland
$27.6M +$3.25M +130,231 +13%
SIA
4
Sit Investment Associates
Minnesota
$24.7M +$18.4M +739,704 +296%
Ameriprise
5
Ameriprise
Minnesota
$19.9M +$4.38M +175,625 +28%
Bank of America
6
Bank of America
North Carolina
$18.7M +$1.4M +56,069 +8%
Wells Fargo
7
Wells Fargo
California
$13.1M -$1.66M -66,619 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.7M +$456K +18,314 +4%
Invesco
9
Invesco
Georgia
$10.4M -$3.69M -147,956 -26%
TC
10
TownSquare Capital
Utah
$7.01M +$820K +32,285 +13%
JWCA
11
J.W. Cole Advisors
Florida
$5.65M +$5.65M +226,505 New
LPL Financial
12
LPL Financial
California
$5.13M +$263K +10,543 +5%
FFA
13
First Foundation Advisors
California
$5.01M -$208K -8,354 -4%
RJA
14
Raymond James & Associates
Florida
$4.6M +$1.1M +44,263 +32%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.19M -$1.12M -45,010 -21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.48M +$777K +31,194 +29%
Stifel Financial
17
Stifel Financial
Missouri
$3.35M -$68.9K -2,763 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.23M +$187K +7,496 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.01M +$393K +15,781 +15%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$2.92M – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$2.89M +$1.36M +54,671 +89%
KPW
22
Kore Private Wealth
New York
$2.37M – – –
CA
23
Cetera Advisors
Colorado
$2.26M -$1.86M -74,512 -45%
IWA
24
IBEX Wealth Advisors
New Jersey
$2.13M +$52.8K +2,119 +3%
PAG
25
Private Advisor Group
New Jersey
$1.82M -$398K -15,950 -18%
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