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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 hedge funds and large institutions have $381M invested in BlackRock Taxable Municipal Bond Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$96.3M
2
RAM
Readystate Asset Management
Illinois
$1.97M
3
Morgan Stanley
Morgan Stanley
New York
$80.4M
4
1CP
1607 Capital Partners
Virginia
$3.9M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.83M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.17M
2
LPL Financial
LPL Financial
California
$9.59M
3
Ameriprise
Ameriprise
Minnesota
$6.41M
4
AF
Apexium Financial
Texas
$1.22M
5
WS
Wedbush Securities
California
$613K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$96.3M +$13.1M +815,786 +16%
Morgan Stanley
2
Morgan Stanley
New York
$80.4M +$1.73M +107,605 +2%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$30.6M +$841K +52,203 +3%
UBS Group
4
UBS Group
Switzerland
$18.7M +$839K +52,077 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$14.5M +$784K +48,679 +6%
Invesco
6
Invesco
Georgia
$12.4M +$425K +26,369 +4%
FWM
7
Focused Wealth Management
New York
$10.7M +$531K +32,941 +5%
Bank of America
8
Bank of America
North Carolina
$10.7M -$165K -10,232 -2%
Wells Fargo
9
Wells Fargo
California
$10.3M -$348K -21,575 -3%
M&T Bank
10
M&T Bank
New York
$9.85M -$286K -17,767 -3%
LPL Financial
11
LPL Financial
California
$9.59M -$2.46M -152,637 -20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.67M -$393K -24,378 -4%
Ameriprise
13
Ameriprise
Minnesota
$6.41M -$1.6M -99,285 -20%
1CP
14
1607 Capital Partners
Virginia
$3.9M +$1.45M +90,100 +59%
SG
15
StoneX Group
New York
$3.11M +$66K +4,094 +2%
IP
16
Intellectus Partners
California
$2.84M -$377K -23,425 -12%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$2.83M +$856K +53,163 +43%
BAM
18
Broyhill Asset Management
North Carolina
$2.72M -$64.4K -4,000 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.43M -$20.6K -1,278 -0.8%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.05M -$38.3K -2,376 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.04M -$32.9K -2,043 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2M -$95.2K -5,912 -5%
RAM
23
Readystate Asset Management
Illinois
$1.97M +$1.97M +122,477 New
BEI
24
Benjamin Edwards Inc
Missouri
$1.91M +$156K +9,707 +9%
PAS
25
Park Avenue Securities
New York
$1.84M -$51.8K -3,216 -3%
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