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BlackRock Core Bond Trust
BHK

Overview Fund Activity

111 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$14M
2
SFC
SYM Financial Corp
Indiana
+$2.46M
3
Cohen & Steers
Cohen & Steers
New York
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.44M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.38M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.99M
2
KAS
Kestra Advisory Services
Texas
-$6.58M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
OFA
Oak Family Advisors
Illinois
-$788K
5
LB
Leo Brokerage
Texas
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Selway Asset Management
$1.69M – – –
Ameriprise
27
Ameriprise
Minnesota
$1.56M -$1.29M -82,027 -45%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.48M -$238K -15,166 -14%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.44M +$1.44M +91,809 New
FNBTCON
30
First National Bank & Trust Co of Newtown
Pennsylvania
$1.44M – – –
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.33M +$945K +60,205 +246%
SWP
32
Stratos Wealth Partners
Ohio
$1.31M +$260K +16,582 +25%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$179K +11,433 +16%
WW
34
Waterfront Wealth
Kansas
$1.07M +$1.07M +68,146 New
GP
35
Geneva Partners
Wisconsin
$1.04M +$570K +36,312 +123%
CP
36
Camelot Portfolios
Ohio
$970K +$199K +12,674 +26%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$902K -$64.5K -4,108 -7%
BC
38
Bartlett & Co
Ohio
$902K -$64.5K -4,108 -7%
AUB
39
Atlantic Union Bankshares
Virginia
$885K +$698K +44,432 +373%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$805K -$58.4K -3,727 -7%
KAS
41
Kestra Advisory Services
Texas
$679K -$6.58M -419,493 -91%
PG
42
Patten Group
Tennessee
$666K -$158K -10,044 -19%
DAS
43
Dynamic Advisor Solutions
Arizona
$635K -$1.85K -118 -0.3%
SMH
44
Sanders Morris Harris
Texas
$612K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$572K -$48K -3,055 -8%
CF
46
Clarity Financial
Texas
$547K +$60.3K +3,836 +12%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$516K -$4.4K -280 -0.8%
9WM
48
9258 Wealth Management
Ohio
$505K +$23.8K +1,516 +5%
BMM
49
Buffington Mohr McNeal
Idaho
$471K – – –
First Manhattan
50
First Manhattan
New York
$471K +$471K +30,000 New
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