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BlackRock Core Bond Trust
BHK

Overview Fund Activity

111 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$14M
2
SFC
SYM Financial Corp
Indiana
+$2.46M
3
Cohen & Steers
Cohen & Steers
New York
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.44M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.38M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.99M
2
KAS
Kestra Advisory Services
Texas
-$6.58M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
OFA
Oak Family Advisors
Illinois
-$788K
5
LB
Leo Brokerage
Texas
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$16K +$16K +1,000 New
EVM
103
Eaton Vance Management
Massachusetts
$10K +$10K +650 New
GWM
104
Geneos Wealth Management
Colorado
$9K – – –
BFEC
105
Benjamin F. Edwards & Company
Missouri
$8K -$14.1K -904 -64%
HCM
106
Highlander Capital Management
New Jersey
$8K – – –
AWA
107
Arkadios Wealth Advisors
Georgia
$6K -$2.47K -178 -29%
CIM
108
Contravisory Investment Management
Massachusetts
$6K – – –
WWM
109
Wagner Wealth Management
South Carolina
$6K +$6K +370 New
AWM
110
AllSquare Wealth Management
New York
$6K +$6K +390 New
Northern Trust
111
Northern Trust
Illinois
$4K +$4K +26,000 New
WT
112
Whittier Trust
California
$3K -$3K -201 -50%
SDAM
113
Shulman DeMeo Asset Management
New York
– -$527K -32,326 Closed
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
– -$223K -13,686 Closed
RIG
115
Roosevelt Investment Group
New York
– -$201K -12,312 Closed
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
– -$166K -10,171 Closed
MOS
117
MGO One Seven
Ohio
– -$164K -10,091 Closed
BWM
118
Birchcreek Wealth Management
Ohio
– -$95K -5,853 Closed
SIAG
119
Safeguard Investment Advisory Group
California
– -$37K -2,291 Closed
PWM
120
Perigon Wealth Management
California
– -$36K -2,200 Closed
VBCG
121
Valley Brook Capital Group
Pennsylvania
– -$28K -1,750 Closed
AWG
122
Altus Wealth Group
Colorado
– -$25K -1,510 Closed
FIA
123
FNY Investment Advisers
New York
– -$18K -1,160 Closed
FPCG
124
Fort Pitt Capital Group
Pennsylvania
– -$16K -1,000 Closed
US Bancorp
125
US Bancorp
Minnesota
– -$6K -380 Closed
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