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BlackRock Core Bond Trust
BHK

Overview Fund Activity

110 hedge funds and large institutions have $213M invested in BlackRock Core Bond Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
47
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.88M
2
PPA
Parametric Portfolio Associates
Washington
+$1.9M
3
Invesco
Invesco
Georgia
+$983K
4
EW
Evoke Wealth
California
+$888K
5
PWM
PRW Wealth Management
Massachusetts
+$563K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.09M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
SIA
Sit Investment Associates
Minnesota
-$2.12M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
5
FFA
First Foundation Advisors
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.81M +$168K +10,176 +10%
SAM
27
Selway Asset Management
$1.75M -$19K -1,150 -1%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.64M +$122K +7,384 +8%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$1.52M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.39M -$168K -10,188 -11%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$15.3K +927 +1%
SWP
32
Stratos Wealth Partners
Ohio
$1.38M -$1.49K -90 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.21M -$574K -34,735 -32%
WW
34
Waterfront Wealth
Kansas
$1.19M +$61.3K +3,711 +5%
GP
35
Geneva Partners
Wisconsin
$1.13M +$41.9K +2,535 +4%
AUB
36
Atlantic Union Bankshares
Virginia
$1.05M +$123K +7,468 +13%
EW
37
Evoke Wealth
California
$1.05M +$888K +53,727 +537%
BC
38
Bartlett & Co
Ohio
$932K -$17.7K -1,071 -2%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$932K -$17.7K -1,071 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$930K +$82K +4,966 +10%
CP
41
Camelot Portfolios
Ohio
$881K -$139K -8,396 -14%
DAS
42
Dynamic Advisor Solutions
Arizona
$754K +$85.4K +5,170 +13%
KAS
43
Kestra Advisory Services
Texas
$717K +$2K +121 +0.3%
SMH
44
Sanders Morris Harris
Texas
$697K +$52.9K +3,200 +8%
First Manhattan
45
First Manhattan
New York
$692K +$197K +11,900 +40%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$605K +$3.7K +224 +0.6%
PG
47
Patten Group
Tennessee
$563K -$138K -8,332 -20%
PWM
48
PRW Wealth Management
Massachusetts
$563K +$563K +34,078 New
9WM
49
9258 Wealth Management
Ohio
$557K +$24.8K +1,498 +5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$543K -$17 -1 -0%
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