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

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
RF
3
RHS Financial
California
$478K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$3.09M
5
Invesco
5
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
76
CIBC World Market
Ontario, Canada
$199K -$50 -3 -0%
CA
77
Calton & Associates
Florida
$198K -$8.06K -489 -4%
TMWM
78
Taylor & Morgan Wealth Management
Michigan
$189K +$189K +11,465 New
NFG
79
Nations Financial Group
Iowa
$182K +$182K +11,000 New
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$173K -$331 -20 -0.2%
BB
81
Busey Bank
Illinois
$169K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$154K – – –
Lazard Asset Management
83
Lazard Asset Management
New York
$132K -$298K – –
CAL
84
Capital Advisors Ltd
Ohio
$106K – – –
FAG
85
Fortitude Advisory Group
Washington
$104K +$104K +6,272 New
CA
86
CoreCap Advisors
Michigan
$79K +$79K +4,800 New
JFA
87
JNBA Financial Advisors
Minnesota
$71K – – –
SWM
88
Spire Wealth Management
Virginia
$67K – – –
AF
89
Allworth Financial
California
$66K +$888 +54 +1%
SCA
90
Snowden Capital Advisors
New York
$60K +$60K +3,641 New
RIM
91
Rockbridge Investment Management
New York
$55K – – –
TFGT
92
TS Financial Group (TSFG)
Illinois
$41K – – –
HI
93
Harbour Investments
Wisconsin
$35K -$26.3K -1,585 -43%
SWM
94
Selective Wealth Management
Virginia
$30K +$30K +1,826 New
MTWM
95
Masso Torrence Wealth Management
New Jersey
$29K +$29K +1,786 New
GWM
96
Geneos Wealth Management
Colorado
$26K +$8.75K +547 +51%
AF
97
Advisornet Financial
Minnesota
$25K – – –
HPC
98
HM Payson & Co
Maine
$25K +$25K +1,500 New
AIM
99
Anchor Investment Management
South Carolina
$24.8K – – –
GI
100
GS Investments
Minnesota
$22K – – –
1 2 3
4
5