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BlackRock Core Bond Trust
BHK

Overview Fund Activity

109 hedge funds and large institutions have $212M invested in BlackRock Core Bond Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
37
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$6.77M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.79M
3
UBS Group
UBS Group
Switzerland
+$1.54M
4
Ameriprise
Ameriprise
Minnesota
+$1.06M
5
WEC
Winslow Evans & Crocker
Massachusetts
+$901K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.69M
2
Bank of America
Bank of America
North Carolina
-$1.38M
3
KIM
Karpus Investment Management
New York
-$1.38M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$686K
5
Wells Fargo
Wells Fargo
California
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Stolper & Co
Oklahoma
$400K -$6.36K -390 -2%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$399K -$164K -10,089 -29%
SW
53
SteelPeak Wealth
California
$354K -$121K -7,400 -25%
DA
54
Detalus Advisors
Missouri
$341K -$82.9K -5,076 -20%
PA
55
Pinnacle Associates
New York
$324K +$1.63K +100 +0.5%
AWM
56
Altavista Wealth Management
North Carolina
$322K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$320K -$129K -7,946 -29%
CMI
58
Clare Market Investments
Texas
$302K +$114 +7 +0%
Truist Financial
59
Truist Financial
North Carolina
$292K +$3.04K +187 +1%
AAM
60
Advisors Asset Management
Colorado
$278K -$24.3K -1,492 -8%
KA
61
Kovack Advisors
Florida
$276K +$27.5K +1,690 +11%
SWA
62
Sax Wealth Advisors
New Jersey
$270K +$270K +16,561 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$266K – – –
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$266K +$21K +1,290 +9%
PAS
65
Park Avenue Securities
New York
$254K -$2.04K -125 -0.8%
SWM
66
SeaCrest Wealth Management
New York
$252K +$212 +13 +0.1%
NL
67
NWAM LLC
Washington
$249K – – –
OIM
68
Oder Investment Management
California
$242K +$242K +14,901 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$223K -$1.16K -71 -0.5%
AWM
70
Accel Wealth Management
Iowa
$215K +$215K +13,159 New
SPC
71
Sigma Planning Corp
Michigan
$209K +$25.8K +1,589 +14%
CA
72
Calton & Associates
Florida
$205K -$39.3K -2,412 -16%
RIG
73
Roosevelt Investment Group
New York
$201K – – –
AUB
74
Atlantic Union Bankshares
Virginia
$195K +$195K +11,925 New
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$185K -$49 -3 -0%
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