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BlackRock Taxable Municipal Bond Trust

124 hedge funds and large institutions have $359M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
40
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.2M 4,895,081 +410,608 +9%
SIA
2
Sit Investment Associates
Minnesota
$58.1M 3,262,061 -240,656 -7%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$25M 1,404,321 +50,264 +4%
UBS Group
4
UBS Group
Switzerland
$20.2M 1,134,280 +37,200 +3%
Wells Fargo
5
Wells Fargo
California
$13.1M 736,553 +186,860 +34%
Bank of America
6
Bank of America
North Carolina
$11.9M 667,832 -37,158 -5%
M&T Bank
7
M&T Bank
New York
$11.3M 635,080 -440,056 -41%
Invesco
8
Invesco
Georgia
$10.3M 579,036 -125,316 -18%
FWM
9
Focused Wealth Management
New York
$10.3M 578,650 +13,076 +2%
LPL Financial
10
LPL Financial
California
$10.1M 568,428 -293,574 -34%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.68M 487,104 +17,258 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.62M 483,604 +69,761 +17%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.76M 435,512 +334,362 +331%
RJA
14
Raymond James & Associates
Florida
$6.31M 354,351 +2,478 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$4.6M 258,203 -63,452 -20%
IP
16
Intellectus Partners
California
$3.56M 199,919 +21,603 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.4M 190,712 +6,943 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.21M 180,345 +27,383 +18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.78M 156,062 -606,193 -80%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.31M 129,569 +8,695 +7%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$2.28M 127,950 +127,950 New
PAS
22
Park Avenue Securities
New York
$2.01M 112,627 -5,013 -4%
BEI
23
Benjamin Edwards Inc
Missouri
$1.78M 99,749 +99,749 New
PWA
24
Primoris Wealth Advisors
Florida
$1.69M 98,750 +98,750 New
JWCA
25
J.W. Cole Advisors
Florida
$1.66M 93,297 +38,154 +69%