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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

125 hedge funds and large institutions have $278M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.2M
3
RCM
3
Rivernorth Capital Management
Florida
$2.24M
4
LCM
4
Landscape Capital Management
New Jersey
$1.05M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.66M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
UBS Group
2
UBS Group
Switzerland
$21.5M
3
JFG
3
Jefferies Financial Group
New York
$0
4
HH
4
Hilltop Holdings
Texas
$5.7M
5
LGA
5
Lebenthal Global Advisors
New York
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.2M 3,206,628 +277,149 +9%
UBS Group
2
UBS Group
Switzerland
$21.5M 1,296,491 -204,061 -14%
GC
3
Guggenheim Capital
Illinois
$17.3M 1,040,196 +243 +0%
Wells Fargo
4
Wells Fargo
California
$16.1M 969,456 -238,744 -20%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$14.6M 879,225 +24,598 +3%
SIA
6
Sit Investment Associates
Minnesota
$12.4M 744,597 +381,323 +105%
Bank of America
7
Bank of America
North Carolina
$11.3M 681,567 -11,390 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.25M 557,525 +29,447 +6%
LPL Financial
9
LPL Financial
California
$8.54M 515,045 +16,343 +3%
FWM
10
Focused Wealth Management
New York
$8.38M 505,420 +2,303 +0.5%
Invesco
11
Invesco
Georgia
$8.31M 500,839 +11,322 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.37M 383,916 -40,368 -10%
HH
13
Hilltop Holdings
Texas
$5.7M 343,308 -100,481 -23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.66M 341,006 +55,514 +19%
BAAM
15
Baker Avenue Asset Management
California
$5.14M 309,882 +37,542 +14%
Ameriprise
16
Ameriprise
Minnesota
$4.75M 287,037 -896 -0.3%
LGA
17
Lebenthal Global Advisors
New York
$4.41M 266,034 -92,944 -26%
HCM
18
Hudson Capital Management
New Jersey
$3.74M 225,144 +6,182 +3%
RJA
19
Raymond James & Associates
Florida
$3.61M 217,565 +13,686 +7%
BI
20
Bramshill Investments
Florida
$3.1M 187,128 -2,968 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.93M 176,789 +5,301 +3%
RCA
22
Reitz Capital Advisors
Michigan
$2.5M 150,854 +19,358 +15%
CFG
23
Cooper Financial Group
California
$2.45M 147,421 -11,039 -7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.36M 142,063 -1,062 -0.7%
RCM
25
Rivernorth Capital Management
Florida
$2.24M 135,031 +135,031 New
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