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BlackRock Core Bond Trust
BHK

Overview Fund Activity

115 hedge funds and large institutions have $204M invested in BlackRock Core Bond Trust in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
37
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
First National Bank Sioux Falls
South Dakota
$2.36M
2
SWP
Stratos Wealth Partners
Ohio
$1.62M
3
CAN
Cetera Advisor Networks
California
$2M
4
PPA
Parametric Portfolio Associates
Washington
$23.7M
5
SFS
Sowell Financial Services
Arkansas
$1.05M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$0
2
UBS Group
UBS Group
Switzerland
$25.4M
3
RF
RHS Financial
California
$478K
4
IWA
IBEX Wealth Advisors
New Jersey
$3.09M
5
Invesco
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Selway Asset Management
$1.81M – – –
GP
27
Geneva Partners
Wisconsin
$1.78M +$137K +8,271 +8%
Cohen & Steers
28
Cohen & Steers
New York
$1.69M – – –
Ameriprise
29
Ameriprise
Minnesota
$1.68M -$318K -19,093 -16%
SWP
30
Stratos Wealth Partners
Ohio
$1.62M +$1.62M +98,072 New
FNBTCON
31
First National Bank & Trust Co of Newtown
Pennsylvania
$1.49M -$19.3K -1,170 -1%
EW
32
Evoke Wealth
California
$1.4M +$1.46K +87 +0.1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$7.78K -471 -0.7%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.06M -$44.4K -2,686 -4%
SFS
35
Sowell Financial Services
Arkansas
$1.05M +$767K +45,809 +269%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.04M +$41.6K +2,523 +4%
AUB
37
Atlantic Union Bankshares
Virginia
$1.03M -$90K -5,446 -8%
WW
38
Waterfront Wealth
Kansas
$1.02M -$83.5K -5,059 -8%
CF
39
Clarity Financial
Texas
$1.01M +$140K +8,475 +16%
AWM
40
Accel Wealth Management
Iowa
$1.01M +$260K +15,784 +35%
LP
41
Lloyd Park
Illinois
$926K +$926K +56,080 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$905K -$2.81K -170 -0.3%
DAS
43
Dynamic Advisor Solutions
Arizona
$766K +$13.8K +836 +2%
BC
44
Bartlett & Co
Ohio
$753K -$123K -7,356 -14%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$753K -$123K -7,356 -14%
First Manhattan
46
First Manhattan
New York
$691K – – –
9WM
47
9258 Wealth Management
Ohio
$684K +$97.9K +5,935 +17%
SMH
48
Sanders Morris Harris
Texas
$663K – – –
OIM
49
Oder Investment Management
California
$586K +$157K +9,531 +37%
PG
50
Patten Group
Tennessee
$561K -$2.07K -125 -0.4%
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