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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

115 hedge funds and large institutions have $330M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.28M
2
SIA
2
Sit Investment Associates
Minnesota
$55.1M
3
NMC
3
Nine Masts Capital
Hong Kong
$2.35M
4
LPL Financial
4
LPL Financial
California
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.51M
3
GC
3
Guggenheim Capital
Illinois
$13.1M
4
PCM
4
Penserra Capital Management
California
$0
5
RCA
5
Reitz Capital Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.8M 4,268,718 -3,832,772 -47%
SIA
2
Sit Investment Associates
Minnesota
$55.1M 3,369,057 +439,572 +15%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$20.7M 1,265,814 +12,221 +1%
UBS Group
4
UBS Group
Switzerland
$18.2M 1,116,047 +82,849 +8%
M&T Bank
5
M&T Bank
New York
$14M 856,424 +8,550 +1%
GC
6
Guggenheim Capital
Illinois
$13.1M 799,077 -232,116 -23%
LPL Financial
7
LPL Financial
California
$11.5M 703,250 +102,193 +17%
Invesco
8
Invesco
Georgia
$11.3M 693,214 -22,009 -3%
Bank of America
9
Bank of America
North Carolina
$9.92M 606,857 +10,455 +2%
Wells Fargo
10
Wells Fargo
California
$9.58M 586,470 -41,931 -7%
FWM
11
Focused Wealth Management
New York
$8.75M 535,410 +36,284 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.28M 506,431 +506,431 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.16M 499,306 -60,453 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.76M 413,476 +61,566 +17%
RJA
15
Raymond James & Associates
Florida
$5.35M 327,384 +32,385 +11%
Ameriprise
16
Ameriprise
Minnesota
$5.23M 319,453 +8,729 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.09M 189,303 -16,816 -8%
IP
18
Intellectus Partners
California
$2.82M 172,434 +7,225 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.51M 153,492 -234,131 -60%
NMC
20
Nine Masts Capital
Hong Kong
$2.35M 144,010 +144,010 New
RVPG
21
Relative Value Partners Group
$2.33M 139,010 -2,029 -1%
LCM
22
Landscape Capital Management
New Jersey
$2.23M 136,403 -77,460 -36%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.98M 120,874 +2,393 +2%
HH
24
Hilltop Holdings
Texas
$1.83M 111,824 -8,789 -7%
AC
25
Addison Capital
Pennsylvania
$1.71M 104,821 +22,782 +28%
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