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BlackRock Core Bond Trust
BHK

Overview Fund Activity

98 hedge funds and large institutions have $263M invested in BlackRock Core Bond Trust in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.85M
2
WAM
Wolverine Asset Management
Illinois
+$1.19M
3
PPA
Parametric Portfolio Associates
Washington
+$1.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.11M
5
LCM
Landscape Capital Management
New Jersey
+$922K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
1CP
1607 Capital Partners
Virginia
-$2.01M
3
KIM
Karpus Investment Management
New York
-$1.7M
4
SAM
Selway Asset Management
-$811K
5
SDAM
Shulman DeMeo Asset Management
New York
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$48.9M -$11.8M -818,850 -19%
Bank of America
2
Bank of America
North Carolina
$26.3M +$432K +29,884 +2%
SIA
3
Sit Investment Associates
Minnesota
$25.5M +$1.85M +128,141 +8%
Morgan Stanley
4
Morgan Stanley
New York
$21.7M +$1.11M +77,041 +5%
UBS Group
5
UBS Group
Switzerland
$18.2M +$704K +48,724 +4%
Stifel Financial
6
Stifel Financial
Missouri
$12.1M +$832K +57,561 +7%
KIM
7
Karpus Investment Management
New York
$9.02M -$1.7M -117,724 -16%
Invesco
8
Invesco
Georgia
$8.86M -$95.7K -6,624 -1%
CIA
9
Capital Investment Advisors
Georgia
$7.94M +$274K +18,967 +4%
1CP
10
1607 Capital Partners
Virginia
$7.62M -$2.01M -138,900 -21%
PPA
11
Parametric Portfolio Associates
Washington
$7.04M +$1.12M +77,843 +19%
BC
12
Bartlett & Co
Ohio
$5.73M +$105K +7,281 +2%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$5.73M +$105K +7,281 +2%
PMG
14
ProVise Management Group
Florida
$5.38M +$115K +7,980 +2%
RF
15
RHS Financial
California
$4.11M +$155K +10,716 +4%
FFA
16
First Foundation Advisors
California
$3.85M +$650K +44,967 +20%
IWA
17
IBEX Wealth Advisors
New Jersey
$3.82M +$162K +11,216 +4%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$2.89M +$812K +56,221 +39%
PAG
19
Private Advisor Group
New Jersey
$2.66M +$689K +47,675 +35%
TFF
20
The Family Firm
Maryland
$2.57M -$111K -7,657 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.22M +$50.6K +3,498 +2%
GC
22
Guggenheim Capital
Illinois
$2.12M +$268K +18,543 +14%
SAM
23
Selway Asset Management
$1.96M -$811K -56,085 -29%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.83M +$653K +45,207 +56%
TA
25
TCG Advisors
Texas
$1.72M +$562K +39,207 +48%
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