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BlackRock Core Bond Trust
BHK

Overview Fund Activity

78 hedge funds and large institutions have $223M invested in BlackRock Core Bond Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
32
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.98M
2
Stifel Financial
Stifel Financial
Missouri
+$1.24M
3
UBS Group
UBS Group
Switzerland
+$1.2M
4
CIA
Capital Investment Advisors
Georgia
+$893K
5
PMG
ProVise Management Group
Florida
+$585K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$8.83M
2
1CP
1607 Capital Partners
Virginia
-$6.42M
3
PPA
Parametric Portfolio Associates
Washington
-$6.35M
4
Wells Fargo
Wells Fargo
California
-$5.52M
5
AAM
Advisors Asset Management
Colorado
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$201K – – –
WEC
52
Winslow Evans & Crocker
Massachusetts
$179K -$27.9K -2,000 -13%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$172K +$29K +2,066 +20%
CAS
54
Cue Advisory Services
Arizona
$158K +$158K +11,302 New
WS
55
Wedbush Securities
California
$144K +$144K +10,312 New
KA
56
Klingman & Associates
New York
$140K -$134K – –
MFS
57
MSI Financial Services
Massachusetts
$133K +$90.7K +6,517 +214%
SCM
58
Southport Capital Management
Tennessee
$110K +$110K +7,902 New
WA
59
Winfield Associates
Ohio
$70K – – –
JFA
60
JNBA Financial Advisors
Minnesota
$60K – – –
IIC
61
Integrated Investment Consultants
Michigan
$52K – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$45K +3,234 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$44K – – –
IA
64
IFP Advisors
Florida
$40K +$40K +2,874 New
JWA
65
JFS Wealth Advisors
Pennsylvania
$30K – – –
First Manhattan
66
First Manhattan
New York
$23K – – –
AOWM
67
Alpha Omega Wealth Management
Virginia
$22K – – –
FANJ
68
Financial Architects (New Jersey)
New Jersey
$21K – – –
GWM
69
Geneos Wealth Management
Colorado
$19K -$463 -34 -2%
Citigroup
70
Citigroup
New York
$13K -$5.92K -446 -31%
BAM
71
Bruderman Asset Management
New York
$13K – – –
RFA
72
Reilly Financial Advisors
California
$11K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$10K +$10K +700 New
PCM
74
Penserra Capital Management
California
$8K – – –
HCM
75
Highlander Capital Management
New Jersey
$7K – – –
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