BHK icon

BlackRock Core Bond Trust
BHK

Overview Fund Activity

99 hedge funds and large institutions have $203M invested in BlackRock Core Bond Trust in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
21
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.59M
2
Wells Fargo
Wells Fargo
California
+$1.56M
3
FFA
First Foundation Advisors
California
+$635K
4
Cohen & Steers
Cohen & Steers
New York
+$478K
5
IWA
IBEX Wealth Advisors
New Jersey
+$449K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.8M
2
UBS Group
UBS Group
Switzerland
-$3.67M
3
Morgan Stanley
Morgan Stanley
New York
-$1.94M
4
SIA
Sit Investment Associates
Minnesota
-$1.9M
5
1CP
1607 Capital Partners
Virginia
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
26
Bartlett & Co Wealth Management
Ohio
$1.2M -$356K -26,902 -23%
BC
27
Bartlett & Co
Ohio
$1.2M +$1.2M +90,756 New
CP
28
Camelot Portfolios
Ohio
$1.02M -$449K -33,939 -31%
WS
29
Wela Strategies
Georgia
$838K +$14.5K +1,096 +2%
Ameriprise
30
Ameriprise
Minnesota
$822K -$388K -28,960 -32%
BMM
31
Buffington Mohr McNeal
Idaho
$794K – – –
SWP
32
Stratos Wealth Partners
Ohio
$757K -$39K -2,945 -5%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$671K -$90.3K -6,821 -12%
Osaic Holdings
34
Osaic Holdings
Arizona
$661K +$661K +50,003 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$627K +$56.9K +4,303 +10%
PG
36
Patten Group
Tennessee
$548K -$26.8K -2,024 -5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$510K -$1.52K -115 -0.3%
EIP
38
Ellis Investment Partners
Pennsylvania
$455K +$38.7K +2,910 +9%
RJA
39
Raymond James & Associates
Florida
$437K +$17.1K +1,291 +4%
9WM
40
9258 Wealth Management
Ohio
$416K +$40K +2,848 +11%
DA
41
Detalus Advisors
Missouri
$384K -$26.1K -1,970 -6%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$361K +$24.1K +1,822 +7%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$360K -$908K -68,635 -72%
APW
44
Aurora Private Wealth
New Jersey
$354K +$157K +11,842 +80%
BWM
45
BerganKDV Wealth Management
Minnesota
$343K +$343K +25,954 New
LNC
46
Lincoln National Corp
Pennsylvania
$334K -$58.1K -4,388 -15%
BRWA
47
B. Riley Wealth Advisors
Florida
$319K -$61.1K -4,612 -16%
RVPG
48
Relative Value Partners Group
$306K +$306K +23,176 New
PA
49
Pinnacle Associates
New York
$291K -$3.7K -280 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$285K +$42K +3,176 +17%
1
2
3 4 5