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BlackRock Core Bond Trust
BHK

Overview Fund Activity

88 hedge funds and large institutions have $223M invested in BlackRock Core Bond Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
34
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7M
2
Ameriprise
Ameriprise
Minnesota
+$1.13M
3
PPA
Parametric Portfolio Associates
Washington
+$999K
4
LNC
Lincoln National Corp
Pennsylvania
+$462K
5
FFA
First Foundation Advisors
California
+$414K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$7.06M
2
UBS Group
UBS Group
Switzerland
-$2.44M
3
PCM
Perritt Capital Management
Illinois
-$2.15M
4
Wells Fargo
Wells Fargo
California
-$1.33M
5
Millennium Management
Millennium Management
New York
-$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$251K +$17.6K +1,246 +8%
SWM
52
SeaCrest Wealth Management
New York
$250K +$250K +17,800 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$243K -$112K -7,986 -32%
FHA
54
Flagship Harbor Advisors
Massachusetts
$234K +$19.4K +1,375 +9%
CAL
55
Capital Advisors Ltd
Ohio
$229K +$17.2K +1,225 +8%
PAS
56
Park Avenue Securities
New York
$193K +$193K +13,673 New
OIA
57
Optimum Investment Advisors
Illinois
$167K – – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$165K +$182 +13 +0.1%
FAAS
59
First Allied Advisory Services
California
$158K -$1.26K -90 -0.8%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$155K -$1.27K -91 -0.8%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$150K -$102K -7,250 -40%
SSB
62
Sandy Spring Bank
Maryland
$148K -$48.2K -3,440 -25%
MOS
63
MGO One Seven
Ohio
$140K +$140K +9,974 New
CPIG
64
Chicago Partners Investment Group
Illinois
$138K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$75.3K – – –
JFA
66
JNBA Financial Advisors
Minnesota
$60K – – –
THWM
67
Taylor Hoffman Wealth Management
Virginia
$52K +$52K +3,701 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K -$15.2K -1,078 -25%
PWM
69
Perigon Wealth Management
California
$41K +$17K +1,200 +71%
JWA
70
JFS Wealth Advisors
Pennsylvania
$30K – – –
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$28K +$28K +1,960 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$27K -$16.6K -1,200 -38%
CA
73
Calton & Associates
Florida
$26K +$26K +1,880 New
First Manhattan
74
First Manhattan
New York
$23K – – –
AOWM
75
Alpha Omega Wealth Management
Virginia
$22K – – –
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