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BlackRock Taxable Municipal Bond Trust

122 hedge funds and large institutions have $385M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 17 closing their positions.

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
42
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M 8,101,490 +4,630,651 +133%
SIA
2
Sit Investment Associates
Minnesota
$47.6M 2,929,485 +776,421 +36%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$20.4M 1,253,593 +44,738 +4%
UBS Group
4
UBS Group
Switzerland
$16.8M 1,033,198 +69,403 +7%
GC
5
Guggenheim Capital
Illinois
$16.8M 1,031,193 -7,801 -0.8%
M&T Bank
6
M&T Bank
New York
$13.8M 847,874 +14,014 +2%
Invesco
7
Invesco
Georgia
$11.6M 715,223 +19,995 +3%
Wells Fargo
8
Wells Fargo
California
$10.2M 628,401 -43,048 -6%
LPL Financial
9
LPL Financial
California
$9.77M 601,057 +73,200 +14%
Bank of America
10
Bank of America
North Carolina
$9.7M 596,402 -23,080 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.1M 559,759 -48,388 -8%
FWM
12
Focused Wealth Management
New York
$8.12M 499,126 -1,263 -0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.3M 387,623 -237,482 -38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.72M 351,910 +739 +0.2%
Ameriprise
15
Ameriprise
Minnesota
$5.05M 310,724 +2,192 +0.7%
RJA
16
Raymond James & Associates
Florida
$4.8M 294,999 +80,660 +38%
LCM
17
Landscape Capital Management
New Jersey
$3.48M 213,863 +143,907 +206%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.35M 206,119 +4,613 +2%
IP
19
Intellectus Partners
California
$2.69M 165,209 +35,162 +27%
RVPG
20
Relative Value Partners Group
$2.29M 141,039 +141,039 New
HH
21
Hilltop Holdings
Texas
$1.96M 120,613 -16,141 -12%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.93M 118,481
PCM
23
Penserra Capital Management
California
$1.81M 111,351 +7,712 +7%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.78M 109,287 -17,877 -14%
KeyBank National Association
25
KeyBank National Association
Ohio
$1.63M 100,350 +350 +0.4%