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BlackRock Core Bond Trust
BHK

Overview Fund Activity

98 hedge funds and large institutions have $243M invested in BlackRock Core Bond Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
38
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.18M
2
Stifel Financial
Stifel Financial
Missouri
+$3.89M
3
UBS Group
UBS Group
Switzerland
+$2.4M
4
Morgan Stanley
Morgan Stanley
New York
+$1.26M
5
PPA
Parametric Portfolio Associates
Washington
+$1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.1M
2
KIM
Karpus Investment Management
New York
-$9.02M
3
BCWM
Bartlett & Co Wealth Management
Ohio
-$4.08M
4
1CP
1607 Capital Partners
Virginia
-$3.76M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
26
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M – – –
Ameriprise
27
Ameriprise
Minnesota
$1.32M -$73.6K -5,044 -5%
WS
28
Wela Strategies
Georgia
$908K -$16.5K -1,133 -2%
Cohen & Steers
29
Cohen & Steers
New York
$887K +$887K +60,826 New
SWP
30
Stratos Wealth Partners
Ohio
$877K +$348K +23,893 +66%
BMM
31
Buffington Mohr McNeal
Idaho
$875K – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$838K +$11.7K +801 +1%
Citigroup
33
Citigroup
New York
$690K -$15.8K -1,080 -2%
PG
34
Patten Group
Tennessee
$634K +$124K +8,533 +24%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$628K +$364 +25 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$564K +$139K +9,541 +33%
SDAM
37
Shulman DeMeo Asset Management
New York
$527K +$527K +36,170 New
SMH
38
Sanders Morris Harris
Texas
$524K +$94.2K +7,000 +22%
RJA
39
Raymond James & Associates
Florida
$463K -$8.79K -603 -2%
EIP
40
Ellis Investment Partners
Pennsylvania
$456K +$8.97K +615 +2%
DA
41
Detalus Advisors
Missouri
$452K +$452K +31,003 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$442K -$831 -57 -0.2%
LNC
43
Lincoln National Corp
Pennsylvania
$432K -$57.7K -3,956 -12%
BRWA
44
B. Riley Wealth Advisors
Florida
$419K +$24.2K +1,653 +6%
9WM
45
9258 Wealth Management
Ohio
$391K +$27.2K +1,865 +7%
PAS
46
Park Avenue Securities
New York
$377K +$89.7K +6,144 +31%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$372K – – –
LCM
48
Landscape Capital Management
New Jersey
$360K -$570K -39,089 -61%
PA
49
Pinnacle Associates
New York
$325K -$6.82K -468 -2%
Truist Financial
50
Truist Financial
North Carolina
$292K +$66K +4,518 +29%
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