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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

144 hedge funds and large institutions have $404M invested in BlackRock Taxable Municipal Bond Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
144
Holders Change
+21
Holders Change %
+17.07%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EBWM
1
Eagle Bluffs Wealth Management
Missouri
$10.4M
2
FNBSF
2
First National Bank Sioux Falls
South Dakota
$2.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.22M
4
WAM
4
Walker Asset Management
Missouri
$1.73M
5
LPL Financial
5
LPL Financial
California
$13.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.5M
2
RCA
2
Reitz Capital Advisors
Michigan
$2.76M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$1.63M
4
RJA
4
Raymond James & Associates
Florida
$5.16M
5
TC
5
TownSquare Capital
Utah
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.3M 1,920,837 +43,708 +2%
GC
2
Guggenheim Capital
Illinois
$35.9M 1,370,579 +7,949 +0.6%
UBS Group
3
UBS Group
Switzerland
$34.5M 1,319,279 -239,888 -15%
LGA
4
Lebenthal Global Advisors
New York
$19.6M 749,180 +26,553 +4%
Ameriprise
5
Ameriprise
Minnesota
$18.5M 709,335 +18,533 +3%
Bank of America
6
Bank of America
North Carolina
$18M 687,164 -7,413 -1%
Invesco
7
Invesco
Georgia
$15.5M 592,609 +15,475 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14.2M 542,410 – –
LPL Financial
9
LPL Financial
California
$13.4M 512,406 +56,591 +12%
TC
10
TownSquare Capital
Utah
$12.7M 484,121 -36,302 -7%
Wells Fargo
11
Wells Fargo
California
$12.6M 482,163 +33,629 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.5M 400,056 -21,754 -5%
EBWM
13
Eagle Bluffs Wealth Management
Missouri
$10.4M 397,728 +397,728 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.01M 305,842 +11,214 +4%
V
15
Veritable
Delaware
$7.21M 275,260 – –
JWCA
16
J.W. Cole Advisors
Florida
$6.46M 246,741 +694 +0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.49M 209,658 +24,664 +13%
RJA
18
Raymond James & Associates
Florida
$5.16M 197,083 -39,959 -17%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.85M 185,139 +8,438 +5%
HH
20
Hilltop Holdings
Texas
$4.71M 179,704 +1,890 +1%
PCM
21
Penserra Capital Management
California
$4.67M 178,467 +2,479 +1%
JG
22
Jefferies Group
New York
$4.35M 165,988 +31,080 +23%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.31M 164,437 +8,177 +5%
BRWA
24
B. Riley Wealth Advisors
Florida
$4.1M 156,607 -1,545 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.54M 135,054 +4,917 +4%
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