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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

122 hedge funds and large institutions have $285M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$32.6M
2
M&T Bank
2
M&T Bank
New York
$12.6M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$18.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.6M
2
BAAM
2
Baker Avenue Asset Management
California
$43.4K
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
HH
4
Hilltop Holdings
Texas
$2.07M
5
BI
5
Bramshill Investments
Florida
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.6M 3,470,839 +264,211 +8%
SIA
2
Sit Investment Associates
Minnesota
$32.6M 2,153,064 +1,408,467 +189%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$18.3M 1,208,855 +329,630 +37%
GC
4
Guggenheim Capital
Illinois
$15.8M 1,038,994 -1,202 -0.1%
UBS Group
5
UBS Group
Switzerland
$14.6M 963,795 -332,696 -26%
M&T Bank
6
M&T Bank
New York
$12.6M 833,860 +833,860 New
Invesco
7
Invesco
Georgia
$10.5M 695,228 +194,389 +39%
Wells Fargo
8
Wells Fargo
California
$10.2M 671,449 -298,007 -31%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.48M 625,105 +241,189 +63%
Bank of America
10
Bank of America
North Carolina
$9.39M 619,482 -62,085 -9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.22M 608,147 +50,622 +9%
LPL Financial
12
LPL Financial
California
$8M 527,857 +12,812 +2%
FWM
13
Focused Wealth Management
New York
$7.59M 500,389 -5,031 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.32M 351,171 +10,165 +3%
Ameriprise
15
Ameriprise
Minnesota
$4.68M 308,532 +21,495 +7%
RCM
16
Rivernorth Capital Management
Florida
$4.07M 268,642 +133,611 +99%
HCM
17
Hudson Capital Management
New Jersey
$3.64M 239,882 +14,738 +7%
RJA
18
Raymond James & Associates
Florida
$3.25M 214,339 -3,226 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.06M 201,506 +24,717 +14%
RCA
20
Reitz Capital Advisors
Michigan
$2.58M 170,238 +19,384 +13%
LGA
21
Lebenthal Global Advisors
New York
$2.57M 169,369 -96,665 -36%
HH
22
Hilltop Holdings
Texas
$2.07M 136,754 -206,554 -60%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.05M 135,051 -7,012 -5%
IP
24
Intellectus Partners
California
$1.97M 130,047 +51,355 +65%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.93M 127,164 -7,913 -6%
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