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BlackRock Core Bond Trust
BHK

Overview Fund Activity

106 hedge funds and large institutions have $210M invested in BlackRock Core Bond Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
41
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$7.36M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.26M
3
CF
Clarity Financial
Texas
+$876K
4
UBS Group
UBS Group
Switzerland
+$848K
5
CAN
Cetera Advisor Networks
California
+$776K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$4.99M
2
SIA
Sit Investment Associates
Minnesota
-$4.92M
3
FFA
First Foundation Advisors
California
-$3.34M
4
FNBSF
First National Bank Sioux Falls
South Dakota
-$2.36M
5
Cohen & Steers
Cohen & Steers
New York
-$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$468K +$169K +10,201 +57%
LNC
52
Lincoln National Corp
Pennsylvania
$453K -$10.8K -652 -2%
OIM
53
Oder Investment Management
California
$429K +$52K +3,147 +14%
SPC
54
Sigma Planning Corp
Michigan
$409K +$11.5K +695 +3%
LB
55
Leo Brokerage
Texas
$392K +$5.33K +322 +1%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$353K -$53.8K -3,250 -13%
EIP
57
Ellis Investment Partners
Pennsylvania
$353K +$4.78K +289 +1%
VF
58
Virtu Financial
New York
$347K +$347K +20,975 New
SW
59
SteelPeak Wealth
California
$340K – – –
PA
60
Pinnacle Associates
New York
$321K – – –
DA
61
Detalus Advisors
Missouri
$319K – – –
Truist Financial
62
Truist Financial
North Carolina
$315K +$13.8K +836 +5%
CMI
63
Clare Market Investments
Texas
$307K +$132 +8 +0%
Lazard Asset Management
64
Lazard Asset Management
New York
$298K -$379K – –
KA
65
Kovack Advisors
Florida
$293K +$6.19K +374 +2%
SFS
66
Sowell Financial Services
Arkansas
$282K +$431 +26 +0.2%
SPIA
67
Steward Partners Investment Advisory
New York
$281K +$90.3K +5,445 +47%
AAM
68
Advisors Asset Management
Colorado
$279K +$279K +16,859 New
AWM
69
Altavista Wealth Management
North Carolina
$269K -$41.4K -2,500 -13%
SWM
70
SeaCrest Wealth Management
New York
$257K +$248 +15 +0.1%
ASN
71
Advisory Services Network
Georgia
$244K +$33.1K +2,000 +16%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$233K -$101K -6,131 -30%
SWA
73
Sax Wealth Advisors
New Jersey
$223K -$25.7K -1,550 -10%
PAS
74
Park Avenue Securities
New York
$214K -$10.5K -633 -5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$213K +$213K +12,873 New
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