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BlackRock Core Bond Trust
BHK

Overview Fund Activity

110 hedge funds and large institutions have $213M invested in BlackRock Core Bond Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
47
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.88M
2
PPA
Parametric Portfolio Associates
Washington
+$1.9M
3
Invesco
Invesco
Georgia
+$983K
4
EW
Evoke Wealth
California
+$888K
5
PWM
PRW Wealth Management
Massachusetts
+$563K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.09M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
SIA
Sit Investment Associates
Minnesota
-$2.12M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
5
FFA
First Foundation Advisors
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
76
Diversified
Delaware
$207K -$55.9K -3,384 -21%
CA
77
Calton & Associates
Florida
$207K +$182 +11 +0.1%
MA
78
MUFG Americas
New York
$200K -$73.2K -4,422 -27%
CA
79
Cetera Advisors
Colorado
$196K +$196K +11,850 New
HH
80
Hilltop Holdings
Texas
$191K +$191K +11,533 New
SPIA
81
Steward Partners Investment Advisory
New York
$190K -$194K -11,769 -51%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$179K +$5.69K +345 +3%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$167K +$167K +10,116 New
APA
84
American Portfolios Advisors
New York
$160K +$16.7K +1,010 +12%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$154K -$9.01K -546 -6%
CFN
86
Cordasco Financial Network
Florida
$144K – – –
CAL
87
Capital Advisors Ltd
Ohio
$106K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$71K – – –
SWM
89
Spire Wealth Management
Virginia
$67K – – –
AF
90
Allworth Financial
California
$65K +$65K +3,907 New
HI
91
Harbour Investments
Wisconsin
$63K -$1.69K -102 -3%
RIM
92
Rockbridge Investment Management
New York
$55K – – –
TFGT
93
TS Financial Group (TSFG)
Illinois
$41K – – –
Citigroup
94
Citigroup
New York
$36K -$21.3K -1,287 -37%
JWA
95
JFS Wealth Advisors
Pennsylvania
$36K – – –
AWA
96
Arkadios Wealth Advisors
Georgia
$36K +$29K +1,787 +413%
AF
97
Advisornet Financial
Minnesota
$25K – – –
AIM
98
Anchor Investment Management
South Carolina
$24.8K – – –
NFG
99
Next Financial Group
Texas
$19K -$1.16K -71 -6%
RFA
100
Reilly Financial Advisors
California
$18K – – –
1 2 3
4
5