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BlackRock Core Bond Trust
BHK

Overview Fund Activity

87 hedge funds and large institutions have $216M invested in BlackRock Core Bond Trust in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.9M
2
SIA
Sit Investment Associates
Minnesota
+$2.57M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.34M
4
Stifel Financial
Stifel Financial
Missouri
+$1.19M
5
PCM
Perritt Capital Management
Illinois
+$975K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.74M
2
NVIM
New Vernon Investment Management
Illinois
-$3.98M
3
SIA
SeaBridge Investment Advisors
New Jersey
-$1.8M
4
RJA
Raymond James & Associates
Florida
-$1.38M
5
Morgan Stanley
Morgan Stanley
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$59.8M +$12.9M +989,531 +27%
SIA
2
Sit Investment Associates
Minnesota
$23.6M +$2.57M +197,509 +12%
UBS Group
3
UBS Group
Switzerland
$18.1M -$4.74M -364,682 -21%
KIM
4
Karpus Investment Management
New York
$17.9M +$675K +51,882 +4%
Bank of America
5
Bank of America
North Carolina
$15M +$353K +27,145 +2%
Morgan Stanley
6
Morgan Stanley
New York
$12.7M -$1.02M -78,193 -7%
Invesco
7
Invesco
Georgia
$6.92M +$931K +71,563 +16%
1CP
8
1607 Capital Partners
Virginia
$6.13M +$99.8K +7,674 +2%
Stifel Financial
9
Stifel Financial
Missouri
$4.7M +$1.19M +91,675 +34%
BC
10
Bartlett & Co
Ohio
$4.5M +$257K +19,738 +6%
PCM
11
Perritt Capital Management
Illinois
$3.83M +$975K +74,971 +34%
FFA
12
First Foundation Advisors
California
$3.59M -$496K -38,132 -12%
PMG
13
ProVise Management Group
Florida
$3.56M -$14.3K -1,100 -0.4%
KLI
14
Kelman-Lazarov Inc
Tennessee
$3.1M +$74.2K +5,700 +2%
LPL Financial
15
LPL Financial
California
$2.56M +$114K +8,726 +5%
AAM
16
Advisors Asset Management
Colorado
$2.22M -$185K -14,196 -8%
PA
17
Pinnacle Associates
New York
$1.84M -$120K -9,221 -6%
CP
18
Camelot Portfolios
Ohio
$1.79M +$107K +8,239 +6%
SAM
19
Selway Asset Management
$1.66M -$24.7K -1,900 -1%
TFF
20
The Family Firm
Maryland
$1.57M +$355K +27,323 +29%
CIA
21
Capital Investment Advisors
Georgia
$1.41M +$102K +7,804 +8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$1.34M +103,267 New
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M -$18.3K -1,404 -1%
DA
24
Doliver Advisors
Texas
$1.05M +$565K +43,393 +117%
BCA
25
Benchmark Capital Advisors
New York
$1.02M -$1.3K -100 -0.1%
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