BHK icon

BlackRock Core Bond Trust
BHK

Overview Fund Activity

94 hedge funds and large institutions have $219M invested in BlackRock Core Bond Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
28
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.04M
2
Stifel Financial
Stifel Financial
Missouri
+$1.56M
3
UBS Group
UBS Group
Switzerland
+$1.34M
4
Bank of America
Bank of America
North Carolina
+$971K
5
WS
Wela Strategies
Georgia
+$921K

Top Sellers

1
XS
XML Securities
Maryland
-$2.31M
2
PA
Pinnacle Associates
New York
-$975K
3
Truist Financial
Truist Financial
North Carolina
-$692K
4
Wells Fargo
Wells Fargo
California
-$681K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
76
American Portfolios Advisors
New York
$40.8K +$40.8K +3,116 New
SSB
77
Sandy Spring Bank
Maryland
$39K -$98.3K -7,560 -72%
PWM
78
Perigon Wealth Management
California
$38K – – –
SFM
79
Signet Financial Management
New Jersey
$31K +$31K +2,341 New
JWA
80
JFS Wealth Advisors
Pennsylvania
$28K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$26K – – –
First Manhattan
82
First Manhattan
New York
$21K – – –
AF
83
Advisornet Financial
Minnesota
$20K +$20K +1,500 New
GWM
84
Geneos Wealth Management
Colorado
$19K – – –
BRC
85
Bell Rock Capital
Delaware
$16K – – –
RFA
86
Reilly Financial Advisors
California
$14K – – –
RCAG
87
Rehmann Capital Advisory Group
Michigan
$14K +$14K +1,079 New
CAL
88
Capital Analysts LLC
Pennsylvania
$13K +$13K +1,000 New
IA
89
IFP Advisors
Florida
$10K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$8K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$6K – – –
HCM
92
Highlander Capital Management
New Jersey
$6K – – –
CIM
93
Contravisory Investment Management
Massachusetts
$5K – – –
BAM
94
Bruderman Asset Management
New York
$5K +$5K +400 New
WT
95
Whittier Trust
California
$3K – – –
XS
96
XML Securities
Maryland
– -$2.31M -164,346 Closed
SFS
97
Shaker Financial Services
Virginia
– -$288K -20,500 Closed
Squarepoint
98
Squarepoint
New York
– -$261K -18,604 Closed
WAM
99
Weiss Asset Management
Massachusetts
– -$257K -18,335 Closed
PWMAG
100
Pinnacle Wealth Management Advisory Group
New Jersey
– -$150K -10,700 Closed
1 2 3
4
5