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BlackRock Core Bond Trust
BHK

Overview Fund Activity

110 hedge funds and large institutions have $213M invested in BlackRock Core Bond Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
47
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.88M
2
PPA
Parametric Portfolio Associates
Washington
+$1.9M
3
Invesco
Invesco
Georgia
+$983K
4
EW
Evoke Wealth
California
+$888K
5
PWM
PRW Wealth Management
Massachusetts
+$563K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.09M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
SIA
Sit Investment Associates
Minnesota
-$2.12M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
5
FFA
First Foundation Advisors
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
51
Shulman DeMeo Asset Management
New York
$527K +$527K +31,905 New
BMM
52
Buffington Mohr McNeal
Idaho
$496K – – –
LNC
53
Lincoln National Corp
Pennsylvania
$463K +$32.5K +1,966 +8%
SC
54
Stolper & Co
Oklahoma
$407K +$2.88K +174 +0.7%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$406K +$135K +8,150 +50%
SPC
56
Sigma Planning Corp
Michigan
$396K +$70.8K +4,290 +22%
LB
57
Leo Brokerage
Texas
$386K +$5.32K +322 +1%
Lazard Asset Management
58
Lazard Asset Management
New York
$379K -$62K – –
OIM
59
Oder Investment Management
California
$376K +$105K +6,394 +39%
AWM
60
Accel Wealth Management
Iowa
$349K +$111K +6,705 +47%
EIP
61
Ellis Investment Partners
Pennsylvania
$347K +$4.8K +291 +1%
SW
62
SteelPeak Wealth
California
$339K -$18.9K -1,144 -5%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$334K +$334K +20,226 New
PA
64
Pinnacle Associates
New York
$320K -$4.96K -300 -2%
DA
65
Detalus Advisors
Missouri
$318K -$27.4K -1,658 -8%
AWM
66
Altavista Wealth Management
North Carolina
$310K -$16.5K -1,000 -5%
CMI
67
Clare Market Investments
Texas
$306K +$116 +7 +0%
Truist Financial
68
Truist Financial
North Carolina
$300K +$1.75K +106 +0.6%
OC
69
Oppenheimer & Co
New York
$298K +$29.6K +1,789 +11%
KA
70
Kovack Advisors
Florida
$286K +$1.07K +65 +0.4%
SFS
71
Sowell Financial Services
Arkansas
$281K +$397 +24 +0.1%
SWM
72
SeaCrest Wealth Management
New York
$256K +$231 +14 +0.1%
SWA
73
Sax Wealth Advisors
New Jersey
$248K -$25.6K -1,551 -9%
PAS
74
Park Avenue Securities
New York
$224K +$5.68K +344 +3%
ASN
75
Advisory Services Network
Georgia
$211K +$211K +12,750 New
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