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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
47
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$39.8M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
Invesco
3
Invesco
Georgia
$13.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.45M
5
LPL Financial
5
LPL Financial
California
$9.35M

Top Sellers

1
SB
1
Simmons Bank
Arkansas
$559K
2
LGA
2
Lebenthal Global Advisors
New York
$18.6M
3
FFA
3
First Foundation Advisors
California
$3.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.3M 1,758,519 +39,539 +2%
UBS Group
2
UBS Group
Switzerland
$39.8M 1,545,379 +149,402 +11%
GC
3
Guggenheim Capital
Illinois
$34.9M 1,352,935 -477 -0%
Bank of America
4
Bank of America
North Carolina
$18.8M 731,055 +11,401 +2%
LGA
5
Lebenthal Global Advisors
New York
$18.6M 722,078 -80,699 -10%
Ameriprise
6
Ameriprise
Minnesota
$17.8M 690,394 +1,112 +0.2%
TC
7
TownSquare Capital
Utah
$14.6M 558,925 +7,648 +1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14M 542,410 – –
Invesco
9
Invesco
Georgia
$13.2M 511,389 +95,104 +23%
Wells Fargo
10
Wells Fargo
California
$12.5M 486,694 -23,288 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M 439,212 -5,603 -1%
LPL Financial
12
LPL Financial
California
$9.35M 362,562 +69,019 +24%
V
13
Veritable
Delaware
$7.1M 275,260 – –
JWCA
14
J.W. Cole Advisors
Florida
$6.39M 247,756 -2,108 -0.8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.32M 245,061 +14,327 +6%
RJA
16
Raymond James & Associates
Florida
$5.82M 225,674 +21,249 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.85M 188,090 -32,141 -15%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.45M 172,677 +82,586 +92%
HH
19
Hilltop Holdings
Texas
$4.19M 162,435 +20,181 +14%
BRWA
20
B. Riley Wealth Advisors
Florida
$4M 155,125 -33,916 -18%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.91M 151,681 +7,553 +5%
JG
22
Jefferies Group
New York
$3.55M 137,737 -1,107 -0.8%
FFA
23
First Foundation Advisors
California
$3.46M 134,326 -35,288 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.36M 130,236 +3,825 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.31M 128,358 -3,863 -3%
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