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BlackRock Core Bond Trust
BHK

Overview Fund Activity

115 hedge funds and large institutions have $204M invested in BlackRock Core Bond Trust in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
37
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
First National Bank Sioux Falls
South Dakota
$2.36M
2
SWP
Stratos Wealth Partners
Ohio
$1.62M
3
CAN
Cetera Advisor Networks
California
$2M
4
PPA
Parametric Portfolio Associates
Washington
$23.7M
5
SFS
Sowell Financial Services
Arkansas
$1.05M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$0
2
UBS Group
UBS Group
Switzerland
$25.4M
3
RF
RHS Financial
California
$478K
4
IWA
IBEX Wealth Advisors
New Jersey
$3.09M
5
Invesco
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$542K -$18.6K -1,126 -3%
SDAM
52
Shulman DeMeo Asset Management
New York
$503K -$17.8K -1,080 -3%
BMM
53
Buffington Mohr McNeal
Idaho
$495K – – –
OC
54
Oppenheimer & Co
New York
$480K +$13.8K +838 +3%
RF
55
RHS Financial
California
$478K -$1.06M -64,081 -69%
LNC
56
Lincoln National Corp
Pennsylvania
$456K +$4.28K +259 +0.9%
SPC
57
Sigma Planning Corp
Michigan
$453K +$45.4K +2,752 +11%
NA
58
NewEdge Advisors
Louisiana
$399K +$399K +24,213 New
EIP
59
Ellis Investment Partners
Pennsylvania
$355K +$2.92K +177 +0.8%
KA
60
Kovack Advisors
Florida
$327K +$34.7K +2,101 +12%
SPIA
61
Steward Partners Investment Advisory
New York
$323K +$43.3K +2,622 +15%
CMI
62
Clare Market Investments
Texas
$306K +$116 +7 +0%
PA
63
Pinnacle Associates
New York
$303K -$16.5K -1,000 -5%
DA
64
Detalus Advisors
Missouri
$299K -$19K -1,150 -6%
SW
65
SteelPeak Wealth
California
$281K -$57.7K -3,500 -17%
AAM
66
Advisors Asset Management
Colorado
$274K -$4.31K -261 -2%
Truist Financial
67
Truist Financial
North Carolina
$271K -$42.8K -2,593 -14%
AWM
68
Altavista Wealth Management
North Carolina
$268K – – –
SWM
69
SeaCrest Wealth Management
New York
$256K +$247 +15 +0.1%
ASN
70
Advisory Services Network
Georgia
$244K – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$236K +$2.88K +174 +1%
SWA
72
Sax Wealth Advisors
New Jersey
$222K – – –
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$220K +$7.65K +464 +4%
PAS
74
Park Avenue Securities
New York
$211K -$2.76K -167 -1%
APA
75
American Portfolios Advisors
New York
$201K +$35.7K +2,162 +22%
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