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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

131 hedge funds and large institutions have $353M invested in BlackRock Taxable Municipal Bond Trust in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
36
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Simmons Bank
Arkansas
+$7.97M
2
TC
TownSquare Capital
Utah
+$2.93M
3
Morgan Stanley
Morgan Stanley
New York
+$2.39M
4
Ameriprise
Ameriprise
Minnesota
+$1.27M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.06M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.87M
3
Stifel Financial
Stifel Financial
Missouri
-$748K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$636K
5
AIP
Ahrens Investment Partners
Louisiana
-$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.2M +$2.39M +88,629 +5%
GC
2
Guggenheim Capital
Illinois
$36.5M -$423K -15,687 -1%
UBS Group
3
UBS Group
Switzerland
$30.8M +$847K +31,407 +3%
Ameriprise
4
Ameriprise
Minnesota
$24M +$1.27M +47,085 +6%
LGA
5
Lebenthal Global Advisors
New York
$24M +$24M +889,297 New
Bank of America
6
Bank of America
North Carolina
$21M +$66.1K +2,451 +0.3%
Wells Fargo
7
Wells Fargo
California
$15M +$364K +13,495 +2%
TC
8
TownSquare Capital
Utah
$11.2M +$2.93M +108,531 +35%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11M -$636K -23,595 -5%
Invesco
10
Invesco
Georgia
$10.3M -$340K -12,609 -3%
SB
11
Simmons Bank
Arkansas
$7.97M +$7.97M +295,677 New
JWCA
12
J.W. Cole Advisors
Florida
$7.46M +$809K +29,994 +12%
LPL Financial
13
LPL Financial
California
$6.32M +$443K +16,451 +8%
RJA
14
Raymond James & Associates
Florida
$5.79M +$874K +32,416 +18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.78M +$593K +21,978 +11%
FFA
16
First Foundation Advisors
California
$5.26M -$189K -6,999 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.58M +$1.06M +39,182 +30%
JG
18
Jefferies Group
New York
$3.81M -$26.4K -979 -0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.58M +$182K +6,756 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.47M +$59.5K +2,207 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.9M +$596K +22,118 +26%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.89M -$1.87M -69,401 -39%
HH
23
Hilltop Holdings
Texas
$2.86M +$49K +1,819 +2%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$2.68M – – –
KPW
25
Kore Private Wealth
New York
$2.56M – – –
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