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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

114 hedge funds and large institutions have $300M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
35
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$2.71M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.99M
3
IWM
3
IHT Wealth Management
Illinois
$1.37M
4
SIC
4
Samalin Investment Counsel
New York
$1.32M
5
Ameriprise
5
Ameriprise
Minnesota
$21.9M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.86M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.48M
3
CA
3
Cetera Advisors
Colorado
$730K
4
NL
4
NWAM LLC
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$48.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.8M 1,883,992 -50,409 -3%
GC
2
Guggenheim Capital
Illinois
$35.5M 1,369,105 +8,693 +0.6%
UBS Group
3
UBS Group
Switzerland
$28.8M 1,111,570 +4,426 +0.4%
Ameriprise
4
Ameriprise
Minnesota
$21.9M 845,083 +45,485 +6%
Bank of America
5
Bank of America
North Carolina
$20.1M 776,611 +26,442 +4%
Wells Fargo
6
Wells Fargo
California
$14.1M 543,615 +17,154 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.2M 431,374 +3,640 +0.9%
Invesco
8
Invesco
Georgia
$10.2M 395,187 -22,020 -5%
SIA
9
Sit Investment Associates
Minnesota
$8.86M 341,700 -647,519 -65%
TC
10
TownSquare Capital
Utah
$7.88M 306,409 +30,249 +11%
JWCA
11
J.W. Cole Advisors
Florida
$6.39M 246,564 +20,059 +9%
LPL Financial
12
LPL Financial
California
$5.65M 218,133 +12,300 +6%
FFA
13
First Foundation Advisors
California
$5.24M 202,059 +876 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.99M 192,405 +52,946 +38%
RJA
15
Raymond James & Associates
Florida
$4.73M 182,301 -2,319 -1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$4.58M 176,558 +8,273 +5%
JG
17
Jefferies Group
New York
$3.68M 142,142 +43,978 +45%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.36M 129,541 +13,562 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.28M 126,504 +5,880 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.27M 126,158 -3,439 -3%
HH
21
Hilltop Holdings
Texas
$2.71M 104,483 +78,178 +297%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$2.57M 99,318 -17,924 -15%
KPW
23
Kore Private Wealth
New York
$2.46M 95,058 – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.21M 85,246 +44,243 +108%
IWA
25
IBEX Wealth Advisors
New Jersey
$2.08M 80,231 -5,324 -6%
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