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BlackRock Core Bond Trust
BHK

Overview Fund Activity

91 hedge funds and large institutions have $229M invested in BlackRock Core Bond Trust in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
12
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.45M
2
Morgan Stanley
Morgan Stanley
New York
+$3.41M
3
Stifel Financial
Stifel Financial
Missouri
+$3.35M
4
CWM
Cornerstone Wealth Management
Missouri
+$2.05M
5
KIM
Karpus Investment Management
New York
+$1.73M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.33M
2
DA
Doliver Advisors
Texas
-$919K
3
WS
Wela Strategies
Georgia
-$902K
4
WAM
Wolverine Asset Management
Illinois
-$660K
5
SAM
Selway Asset Management
-$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$66.6M +$3.45M +269,904 +5%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M +$3.41M +266,463 +18%
UBS Group
3
UBS Group
Switzerland
$17.5M +$541K +42,339 +3%
Bank of America
4
Bank of America
North Carolina
$16.9M +$449K +35,165 +3%
SIA
5
Sit Investment Associates
Minnesota
$15.4M -$6.33M -494,955 -29%
KIM
6
Karpus Investment Management
New York
$13.1M +$1.73M +135,600 +15%
Stifel Financial
7
Stifel Financial
Missouri
$10.3M +$3.35M +262,231 +48%
Invesco
8
Invesco
Georgia
$8.19M +$1.18M +92,363 +17%
PPA
9
Parametric Portfolio Associates
Washington
$5.81M +$81K +6,338 +1%
CIA
10
Capital Investment Advisors
Georgia
$5.76M +$273K +21,400 +5%
BC
11
Bartlett & Co
Ohio
$4.8M +$69.2K +5,413 +1%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$4.8M +$69.2K +5,413 +1%
PMG
13
ProVise Management Group
Florida
$4.37M -$56.1K -4,389 -1%
SAM
14
Selway Asset Management
$2.55M -$507K -39,650 -17%
TFF
15
The Family Firm
Maryland
$2.26M +$152K +11,902 +7%
FFA
16
First Foundation Advisors
California
$2.23M +$35.4K +2,768 +2%
CWM
17
Cornerstone Wealth Management
Missouri
$2.05M +$2.05M +28,888 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.67M +$343K +26,808 +26%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$1.61M +$9.27K +725 +0.6%
LPL Financial
20
LPL Financial
California
$1.58M +$110K +8,635 +8%
CP
21
Camelot Portfolios
Ohio
$1.49M +$107K +8,390 +8%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M – – –
AG
23
Advisor Group
Arizona
$1.18M +$253K +19,815 +27%
GC
24
Guggenheim Capital
Illinois
$1.12M -$99.1K -7,751 -8%
BCA
25
Benchmark Capital Advisors
New York
$1.05M – – –
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