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BlackRock Core Bond Trust
BHK

Overview Fund Activity

99 hedge funds and large institutions have $203M invested in BlackRock Core Bond Trust in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
21
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.59M
2
Wells Fargo
Wells Fargo
California
+$1.56M
3
FFA
First Foundation Advisors
California
+$635K
4
Cohen & Steers
Cohen & Steers
New York
+$478K
5
IWA
IBEX Wealth Advisors
New Jersey
+$449K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.8M
2
UBS Group
UBS Group
Switzerland
-$3.67M
3
Morgan Stanley
Morgan Stanley
New York
-$1.94M
4
SIA
Sit Investment Associates
Minnesota
-$1.9M
5
1CP
1607 Capital Partners
Virginia
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$36K +$36K +2,693 New
TFGT
77
TS Financial Group (TSFG)
Illinois
$33K – – –
RFA
78
Reilly Financial Advisors
California
$32K +$17.9K +1,366 +126%
JWA
79
JFS Wealth Advisors
Pennsylvania
$29K – – –
CP
80
Corbenic Partners
Pennsylvania
$26K -$27K -2,080 -51%
RCA
81
Ranch Capital Advisors
Florida
$20K – – –
AF
82
Advisornet Financial
Minnesota
$20K – – –
AIM
83
Anchor Investment Management
South Carolina
$19.8K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
MWM
85
MBE Wealth Management
Wisconsin
$14K +$14K +1,074 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$13K -$12.3K -901 -49%
NFG
87
Next Financial Group
Texas
$13K -$2.91K -229 -18%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$13K +$13K +1,000 New
SPIA
90
Steward Partners Investment Advisory
New York
$8K – – –
GWM
91
Geneos Wealth Management
Colorado
$8K – – –
TC
92
Truvestments Capital
Florida
$7K +$7K +565 New
HCM
93
Highlander Capital Management
New Jersey
$6K – – –
CIM
94
Contravisory Investment Management
Massachusetts
$5K – – –
WT
95
Whittier Trust
California
$3K – – –
OPS
96
Orion Portfolio Solutions
Nebraska
$2K +$2K +150 New
SMH
97
Sanders Morris Harris
Texas
$1K – – –
NL
98
NWAM LLC
Washington
$202 – – –
SDAM
99
Shulman DeMeo Asset Management
New York
– -$527K -36,170 Closed
PAS
100
Park Avenue Securities
New York
– -$377K -25,835 Closed
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