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BlackRock Core Bond Trust
BHK

Overview Fund Activity

91 hedge funds and large institutions have $229M invested in BlackRock Core Bond Trust in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
12
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.45M
2
Morgan Stanley
Morgan Stanley
New York
+$3.41M
3
Stifel Financial
Stifel Financial
Missouri
+$3.35M
4
CWM
Cornerstone Wealth Management
Missouri
+$2.05M
5
KIM
Karpus Investment Management
New York
+$1.73M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.33M
2
DA
Doliver Advisors
Texas
-$919K
3
WS
Wela Strategies
Georgia
-$902K
4
WAM
Wolverine Asset Management
Illinois
-$660K
5
SAM
Selway Asset Management
-$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$214K +$32K +2,504 +18%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$210K +$1.05K +82 +0.5%
CAL
53
Capital Advisors Ltd
Ohio
$209K – – –
WS
54
Wedbush Securities
California
$209K +$18.6K +1,453 +10%
AI
55
Atria Investments
North Carolina
$207K +$29.2K +2,282 +16%
FHA
56
Flagship Harbor Advisors
Massachusetts
$206K – – –
Jane Street
57
Jane Street
New York
$186K +$186K +14,529 New
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$169K -$23.2K -1,815 -12%
FAAS
59
First Allied Advisory Services
California
$162K +$12.2K +950 +8%
MML Investors Services
60
MML Investors Services
Massachusetts
$155K +$155K +12,123 New
DA
61
Doliver Advisors
Texas
$151K -$919K -71,933 -86%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$148K +$148K +11,619 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$143K -$3.34K -262 -2%
MOS
64
MGO One Seven
Ohio
$143K +$143K +11,249 New
LWAC
65
Laurel Wealth Advisors (California)
California
$130K +$89 +7 +0.1%
CPIG
66
Chicago Partners Investment Group
Illinois
$121K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$96K – – –
APP
68
Avantax Planning Partners
Iowa
$88K +$88K +6,904 New
CFGS
69
Concourse Financial Group Securities
Alabama
$58K +$58K +4,536 New
OIA
70
Optimum Investment Advisors
Illinois
$51K -$100K -7,867 -66%
APA
71
American Portfolios Advisors
New York
$47.1K +$7.26K +568 +18%
THWM
72
Taylor Hoffman Wealth Management
Virginia
$47K – – –
SFM
73
Signet Financial Management
New Jersey
$30K – – –
JWA
74
JFS Wealth Advisors
Pennsylvania
$28K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$25K – – –
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3
4 5