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BlackRock Core Bond Trust
BHK

Overview Fund Activity

90 hedge funds and large institutions have $258M invested in BlackRock Core Bond Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.23M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.03M
3
PAG
Private Advisor Group
New Jersey
+$1.92M
4
Stifel Financial
Stifel Financial
Missouri
+$1.58M
5
IWA
IBEX Wealth Advisors
New Jersey
+$760K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.38M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.7M
3
Bank of America
Bank of America
North Carolina
-$1.45M
4
1CP
1607 Capital Partners
Virginia
-$1.15M
5
Morgan Stanley
Morgan Stanley
New York
-$557K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$59.1M -$7.38M -525,172 -11%
Bank of America
2
Bank of America
North Carolina
$25.1M -$1.45M -103,210 -5%
SIA
3
Sit Investment Associates
Minnesota
$23M +$3.23M +229,773 +16%
Morgan Stanley
4
Morgan Stanley
New York
$20.1M -$557K -39,583 -3%
UBS Group
5
UBS Group
Switzerland
$17M -$282K -20,038 -2%
Stifel Financial
6
Stifel Financial
Missouri
$10.9M +$1.58M +112,509 +17%
KIM
7
Karpus Investment Management
New York
$10.4M – – –
1CP
8
1607 Capital Partners
Virginia
$9.37M -$1.15M -81,700 -11%
Invesco
9
Invesco
Georgia
$8.72M +$559K +39,770 +7%
CIA
10
Capital Investment Advisors
Georgia
$7.46M +$410K +29,179 +6%
PPA
11
Parametric Portfolio Associates
Washington
$5.75M +$109K +7,780 +2%
BC
12
Bartlett & Co
Ohio
$5.47M -$5.79K -412 -0.1%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$5.47M -$5.79K -412 -0.1%
PMG
14
ProVise Management Group
Florida
$5.12M +$276K +19,648 +6%
RF
15
RHS Financial
California
$3.84M +$24.1K +1,714 +0.6%
IWA
16
IBEX Wealth Advisors
New Jersey
$3.56M +$760K +54,032 +27%
FFA
17
First Foundation Advisors
California
$3.11M +$30.6K +2,173 +1%
SAM
18
Selway Asset Management
$2.7M -$236K -16,800 -8%
TFF
19
The Family Firm
Maryland
$2.61M -$2.12K -151 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.11M -$3.63K -258 -0.2%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$2.03M +$2.03M +144,014 New
PAG
22
Private Advisor Group
New Jersey
$1.92M +$1.92M +136,375 New
GC
23
Guggenheim Capital
Illinois
$1.8M +$86K +6,116 +5%
CP
24
Camelot Portfolios
Ohio
$1.61M -$78.6K -5,587 -5%
LPL Financial
25
LPL Financial
California
$1.35M -$330K -23,506 -20%
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