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BlackRock Taxable Municipal Bond Trust

121 hedge funds and large institutions have $725M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
33
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$365M 22,652 -1,056 -4%
Morgan Stanley
2
Morgan Stanley
New York
$77.5M 4,804,793 -90,288 -2%
SIA
3
Sit Investment Associates
Minnesota
$70.5M 4,373,635 +1,111,574 +34%
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$27.8M 1,722,370 +318,049 +23%
UBS Group
5
UBS Group
Switzerland
$17.6M 1,093,445 -40,835 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$16M 993,912 +993,912 New
Invesco
7
Invesco
Georgia
$12.3M 761,686 +182,650 +32%
Wells Fargo
8
Wells Fargo
California
$11.5M 712,739 -23,814 -3%
LPL Financial
9
LPL Financial
California
$11M 684,672 +116,244 +20%
M&T Bank
10
M&T Bank
New York
$10.3M 637,513 +2,433 +0.4%
Bank of America
11
Bank of America
North Carolina
$10.2M 633,269 -34,563 -5%
FWM
12
Focused Wealth Management
New York
$9.81M 608,359 +29,709 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.02M 497,562 +13,958 +3%
Ameriprise
14
Ameriprise
Minnesota
$7.3M 452,197 +193,994 +75%
NMC
15
Nine Masts Capital
Hong Kong
$3.52M 218,463 +166,989 +324%
IP
16
Intellectus Partners
California
$3.4M 210,674 +10,755 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.18M 197,134 +16,789 +9%
SG
18
StoneX Group
New York
$3.15M 195,569 +195,569 New
BAM
19
Broyhill Asset Management
North Carolina
$2.79M 173,208 +173,208 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.43M 150,984 -39,728 -21%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.35M 146,034 -289,478 -66%
1CP
22
1607 Capital Partners
Virginia
$2.32M 144,100 +144,100 New
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$2.09M 129,569
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.09M 129,492 -26,570 -17%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$2.02M 125,333 -2,617 -2%