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BlackRock Core Bond Trust
BHK

Overview Fund Activity

109 hedge funds and large institutions have $212M invested in BlackRock Core Bond Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
37
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$6.77M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.79M
3
UBS Group
UBS Group
Switzerland
+$1.54M
4
Ameriprise
Ameriprise
Minnesota
+$1.06M
5
WEC
Winslow Evans & Crocker
Massachusetts
+$901K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.69M
2
Bank of America
Bank of America
North Carolina
-$1.38M
3
KIM
Karpus Investment Management
New York
-$1.38M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$686K
5
Wells Fargo
Wells Fargo
California
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$180K -$47.2K -2,906 -21%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$166K +$166K +10,171 New
SPIA
78
Steward Partners Investment Advisory
New York
$165K – – –
MOS
79
MGO One Seven
Ohio
$164K -$9.77K -601 -6%
D
80
Diversified
Delaware
$144K +$144K +9,211 New
CFN
81
Cordasco Financial Network
Florida
$142K – – –
APA
82
American Portfolios Advisors
New York
$141K – – –
Citigroup
83
Citigroup
New York
$136K +$13.8K +848 +11%
Lazard Asset Management
84
Lazard Asset Management
New York
$130K – – –
SFS
85
Sowell Financial Services
Arkansas
$105K -$8.83K -544 -8%
CAL
86
Capital Advisors Ltd
Ohio
$105K – – –
BWM
87
Birchcreek Wealth Management
Ohio
$95K +$95K +5,853 New
JFA
88
JNBA Financial Advisors
Minnesota
$70K – – –
RIM
89
Rockbridge Investment Management
New York
$55K – – –
AIM
90
Anchor Investment Management
South Carolina
$44K – – –
TFGT
91
TS Financial Group (TSFG)
Illinois
$41K – – –
SIAG
92
Safeguard Investment Advisory Group
California
$37K +$37K +2,291 New
PWM
93
Perigon Wealth Management
California
$36K +$36K +2,200 New
JWA
94
JFS Wealth Advisors
Pennsylvania
$35K – – –
VBCG
95
Valley Brook Capital Group
Pennsylvania
$28K +$28K +1,750 New
AWG
96
Altus Wealth Group
Colorado
$25K +$25K +1,510 New
AF
97
Advisornet Financial
Minnesota
$24K – – –
BFEC
98
Benjamin F. Edwards & Company
Missouri
$23K +$2.94K +181 +15%
NFG
99
Next Financial Group
Texas
$22K +$1.39K +84 +7%
RFA
100
Reilly Financial Advisors
California
$18K – – –
1 2 3
4
5