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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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.56%
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
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$86.1M +$13.1M +787,953 +18%
Morgan Stanley
2
Morgan Stanley
New York
$81.4M +$1.29M +77,332 +2%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$30.8M +$2.09M +125,321 +7%
UBS Group
4
UBS Group
Switzerland
$18.5M +$241K +14,462 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M -$2.39M -143,532 -14%
LPL Financial
6
LPL Financial
California
$12.5M +$1.05M +63,200 +9%
Invesco
7
Invesco
Georgia
$12.4M -$261K -15,662 -2%
Bank of America
8
Bank of America
North Carolina
$11.2M +$640K +38,375 +6%
Wells Fargo
9
Wells Fargo
California
$11M -$893K -53,535 -8%
FWM
10
Focused Wealth Management
New York
$10.5M +$361K +21,667 +4%
M&T Bank
11
M&T Bank
New York
$10.5M -$138K -8,275 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.38M +$1.08M +64,953 +13%
Ameriprise
13
Ameriprise
Minnesota
$8.3M +$754K +45,180 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.8M +$515K +30,841 +16%
IP
15
Intellectus Partners
California
$3.33M -$184K -11,006 -5%
SG
16
StoneX Group
New York
$3.15M -$110K -6,603 -3%
BAM
17
Broyhill Asset Management
North Carolina
$2.88M -$4.34K -260 -0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.53M +$98.5K +5,904 +4%
1CP
19
1607 Capital Partners
Virginia
$2.53M +$130K +7,800 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.17M -$349K -20,923 -14%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$2.16M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.15M -$11.7K -700 -0.5%
AF
23
Apexium Financial
Texas
$2.14M +$889K +53,295 +71%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$2.05M -$44.8K -2,688 -2%
PAS
25
Park Avenue Securities
New York
$1.96M -$56.7K -3,400 -3%