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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 %
RFA
101
Reilly Financial Advisors
California
$18K – – –
JWA
102
JFS Wealth Advisors
Pennsylvania
$18K +$18K +1,080 New
HWA
103
HHM Wealth Advisors
Tennessee
$17K +$17K +1,000 New
EVM
104
Eaton Vance Management
Massachusetts
$16K +$16K +990 New
CWS
105
Confluence Wealth Services
Pennsylvania
$14K +$14K +858 New
WBC
106
West Branch Capital
Massachusetts
$9K – – –
HCM
107
Highlander Capital Management
New Jersey
$8K – – –
WWM
108
Wagner Wealth Management
South Carolina
$6K – – –
CIM
109
Contravisory Investment Management
Massachusetts
$6K – – –
AWM
110
AllSquare Wealth Management
New York
$6K – – –
NFG
111
Next Financial Group
Texas
$5K – – –
EWA
112
EverSource Wealth Advisors
Alabama
$4K +$4K +268 New
WT
113
Whittier Trust
California
$3K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +200 New
Northern Trust
115
Northern Trust
Illinois
$2K +$87 +500 +5%
KAS
116
Kestra Advisory Services
Texas
– -$8.08M -487,725 Closed
VF
117
Virtu Financial
New York
– -$347K -20,975 Closed
HH
118
Hilltop Holdings
Texas
– -$187K -11,289 Closed
CA
119
Cetera Advisors
Colorado
– -$170K -10,252 Closed
CFN
120
Cordasco Financial Network
Florida
– -$145K -8,735 Closed
Citigroup
121
Citigroup
New York
– -$48K -2,878 Closed
CI
122
CX Institutional
Indiana
– -$38K -2,274 Closed
AWA
123
Arkadios Wealth Advisors
Georgia
– -$4K -294 Closed
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