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BlackRock Core Bond Trust
BHK

Overview Fund Activity

96 hedge funds and large institutions have $230M invested in BlackRock Core Bond Trust in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
16
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$11M
2
Wells Fargo
Wells Fargo
California
+$5.25M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.15M
4
BMM
Buffington Mohr McNeal
Idaho
+$732K
5
SWP
Stratos Wealth Partners
Ohio
+$347K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.07M
2
CWM
Cornerstone Wealth Management
Missouri
-$2.05M
3
Stifel Financial
Stifel Financial
Missouri
-$1.47M
4
SIA
Sit Investment Associates
Minnesota
-$1.4M
5
UBS Group
UBS Group
Switzerland
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$68.9M +$5.25M +430,737 +8%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M -$3.07M -251,791 -15%
Bank of America
3
Bank of America
North Carolina
$15.9M -$243K -19,892 -2%
UBS Group
4
UBS Group
Switzerland
$15.5M -$1.26M -103,516 -8%
SIA
5
Sit Investment Associates
Minnesota
$13.3M -$1.4M -114,604 -10%
KIM
6
Karpus Investment Management
New York
$12.7M +$186K +15,274 +1%
1CP
7
1607 Capital Partners
Virginia
$11M +$11M +903,200 New
Stifel Financial
8
Stifel Financial
Missouri
$8.38M -$1.47M -120,347 -15%
Invesco
9
Invesco
Georgia
$6.64M -$1.17M -96,201 -15%
CIA
10
Capital Investment Advisors
Georgia
$5.75M +$244K +20,021 +4%
PPA
11
Parametric Portfolio Associates
Washington
$4.91M -$637K -52,227 -11%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$4.6M -$1.5K -122 -0%
BC
13
Bartlett & Co
Ohio
$4.58M -$1.49K -122 -0%
PMG
14
ProVise Management Group
Florida
$3.95M -$215K -17,613 -5%
RF
15
RHS Financial
California
$3.43M +$3.43M +280,774 New
SAM
16
Selway Asset Management
$2.31M -$124K -10,180 -5%
TFF
17
The Family Firm
Maryland
$2.28M +$116K +9,503 +5%
FFA
18
First Foundation Advisors
California
$2.15M +$24.2K +1,982 +1%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$1.54M -$1.03K -84 -0.1%
CP
20
Camelot Portfolios
Ohio
$1.47M +$46.7K +3,828 +3%
LPL Financial
21
LPL Financial
California
$1.46M -$49.6K -4,066 -3%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$1.24M -$23.8K -1,951 -2%
GC
23
Guggenheim Capital
Illinois
$1.23M +$164K +13,462 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$1.15M +94,018 New
AG
25
Advisor Group
Arizona
$1.07M -$63.3K -5,192 -6%
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