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BlackRock Taxable Municipal Bond Trust

115 hedge funds and large institutions have $383M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 36.23%37.14% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 122115 (-7)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

47% less capital invested

Capital invested by funds: $725M → $383M (-$342M)

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$86.1M +$13M +787,953 +18%
Morgan Stanley
2
Morgan Stanley
New York
$81.4M +$1.28M +77,332 +2%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$30.8M +$2.07M +125,321 +7%
UBS Group
4
UBS Group
Switzerland
$18.5M +$239K +14,462 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M -$2.37M -143,532 -14%
LPL Financial
6
LPL Financial
California
$12.5M +$1.04M +63,200 +9%
Invesco
7
Invesco
Georgia
$12.4M -$259K -15,662 -2%
Bank of America
8
Bank of America
North Carolina
$11.2M +$633K +38,375 +6%
Wells Fargo
9
Wells Fargo
California
$11M -$884K -53,535 -8%
FWM
10
Focused Wealth Management
New York
$10.5M +$358K +21,667 +4%
M&T Bank
11
M&T Bank
New York
$10.5M -$137K -8,275 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.38M +$1.07M +64,953 +13%
Ameriprise
13
Ameriprise
Minnesota
$8.3M +$746K +45,180 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.8M +$509K +30,841 +16%
IP
15
Intellectus Partners
California
$3.33M -$182K -11,006 -5%
SG
16
StoneX Group
New York
$3.15M -$109K -6,603 -3%
BAM
17
Broyhill Asset Management
North Carolina
$2.88M -$4.29K -260 -0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.53M +$97.5K +5,904 +4%
1CP
19
1607 Capital Partners
Virginia
$2.53M +$129K +7,800 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.17M -$345K -20,923 -14%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$2.16M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.15M -$11.6K -700 -0.5%
AF
23
Apexium Financial
Texas
$2.14M +$880K +53,295 +71%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$2.05M -$44.4K -2,688 -2%
PAS
25
Park Avenue Securities
New York
$1.96M -$56.1K -3,400 -3%

BBN Hedge Fund Activity: Q1 2025 in Review

115 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Taxable Municipal Bond Trust (BBN) for Q1 2025, worth a combined $383M — down 47% from $725M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBN and 8 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $13M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.52M sold.

  • 115 institutional investors held BlackRock Taxable Municipal Bond Trust (BBN) as of Q1 2025, down from 122 in Q4 2024.
  • Funds reported $383M of BlackRock Taxable Municipal Bond Trust stock for Q1 2025, down 47% quarter-over-quarter.
  • 8 funds opened new BlackRock Taxable Municipal Bond Trust positions in Q1 2025 and 14 closed out, a net change of -6 holders.
  • The largest BlackRock Taxable Municipal Bond Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $13M added.
  • The largest BlackRock Taxable Municipal Bond Trust seller in Q1 2025 was Nine Masts Capital, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2025.