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BlackRock Core Bond Trust
BHK

Overview Fund Activity

87 hedge funds and large institutions have $225M invested in BlackRock Core Bond Trust in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
34
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.94M
2
SIA
Sit Investment Associates
Minnesota
+$2.2M
3
Morgan Stanley
Morgan Stanley
New York
+$1.57M
4
Bank of America
Bank of America
North Carolina
+$881K
5
DA
Doliver Advisors
Texas
+$526K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$4.88M
2
1CP
1607 Capital Partners
Virginia
-$2.97M
3
Wells Fargo
Wells Fargo
California
-$1.96M
4
AAM
Advisors Asset Management
Colorado
-$1.53M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$51.3M -$1.96M -137,922 -4%
UBS Group
2
UBS Group
Switzerland
$25M +$3.94M +277,245 +19%
SIA
3
Sit Investment Associates
Minnesota
$22.9M +$2.2M +154,707 +11%
KIM
4
Karpus Investment Management
New York
$18.9M -$4.88M -343,194 -21%
Bank of America
5
Bank of America
North Carolina
$16M +$881K +62,027 +6%
Morgan Stanley
6
Morgan Stanley
New York
$14.9M +$1.57M +110,273 +12%
1CP
7
1607 Capital Partners
Virginia
$6.59M -$2.97M -208,936 -31%
Invesco
8
Invesco
Georgia
$6.55M +$68.3K +4,803 +1%
NVIM
9
New Vernon Investment Management
Illinois
$5.27M -$384K -27,000 -7%
BC
10
Bartlett & Co
Ohio
$4.63M -$65.7K -4,621 -1%
FFA
11
First Foundation Advisors
California
$4.46M +$147K +10,360 +3%
PMG
12
ProVise Management Group
Florida
$3.9M +$232K +16,312 +6%
Stifel Financial
13
Stifel Financial
Missouri
$3.82M -$136K -9,592 -3%
KLI
14
Kelman-Lazarov Inc
Tennessee
$3.29M +$61.6K +4,364 +2%
PCM
15
Perritt Capital Management
Illinois
$3.12M +$11.5K +810 +0.4%
LPL Financial
16
LPL Financial
California
$2.66M +$288K +20,429 +12%
AAM
17
Advisors Asset Management
Colorado
$2.62M -$1.53M -107,337 -37%
PA
18
Pinnacle Associates
New York
$2.14M +$6.4K +450 +0.3%
RJA
19
Raymond James & Associates
Florida
$1.88M +$298K +20,958 +19%
SAM
20
Selway Asset Management
$1.84M +$279K +19,600 +18%
CP
21
Camelot Portfolios
Ohio
$1.83M -$17.4K -1,225 -0.9%
SIA
22
SeaBridge Investment Advisors
New Jersey
$1.8M +$23K +1,615 +1%
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$1.46M -$35.5K -2,497 -2%
CIA
24
Capital Investment Advisors
Georgia
$1.43M +$176K +12,396 +14%
TFF
25
The Family Firm
Maryland
$1.33M +$5.5K +387 +0.4%
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