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BlackRock Taxable Municipal Bond Trust

124 hedge funds and large institutions have $272M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.5M +$4.39M +260,836 +10%
UBS Group
2
UBS Group
Switzerland
$27M +$25.4K +1,511 +0.1%
Wells Fargo
3
Wells Fargo
California
$18.8M +$7.86M +466,583 +72%
GC
4
Guggenheim Capital
Illinois
$17.4M -$6.01M -356,844 -26%
Bank of America
5
Bank of America
North Carolina
$12M -$727K -43,192 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.2M +$2.66M +158,047 +31%
EBWM
7
Eagle Bluffs Wealth Management
Missouri
$10.4M -$19.3K -1,149 -0.2%
Invesco
8
Invesco
Georgia
$8.79M +$26.1K +1,552 +0.3%
FWM
9
Focused Wealth Management
New York
$8.13M -$504K -29,911 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.75M -$48.3K -2,868 -0.6%
HH
11
Hilltop Holdings
Texas
$6.87M +$1.94M +115,451 +39%
PCM
12
Penserra Capital Management
California
$6.64M +$596K +35,398 +10%
LPL Financial
13
LPL Financial
California
$6.54M +$222K +13,183 +4%
LGA
14
Lebenthal Global Advisors
New York
$6.52M -$623K -36,971 -9%
Ameriprise
15
Ameriprise
Minnesota
$5.45M -$69.8K -4,151 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.15M -$500K -29,716 -9%
RJA
17
Raymond James & Associates
Florida
$3.45M +$285K +16,906 +9%
BI
18
Bramshill Investments
Florida
$3.14M +$258K +15,305 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.77M -$149K -8,828 -5%
CFG
20
Cooper Financial Group
California
$2.76M -$168K -9,994 -6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.39M -$85.8K -5,098 -3%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$2.03M +$108K +6,424 +6%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.03M -$144K -8,544 -7%
SIA
24
Sit Investment Associates
Minnesota
$1.99M +$1.58M +93,708 +380%
JFG
25
Jefferies Financial Group
New York
$1.99M +$1.99M +118,177 New