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BlackRock Core Bond Trust
BHK

Overview Fund Activity

98 hedge funds and large institutions have $243M invested in BlackRock Core Bond Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
38
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.18M
2
Stifel Financial
Stifel Financial
Missouri
+$3.89M
3
UBS Group
UBS Group
Switzerland
+$2.4M
4
Morgan Stanley
Morgan Stanley
New York
+$1.26M
5
PPA
Parametric Portfolio Associates
Washington
+$1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.1M
2
KIM
Karpus Investment Management
New York
-$9.02M
3
BCWM
Bartlett & Co Wealth Management
Ohio
-$4.08M
4
1CP
1607 Capital Partners
Virginia
-$3.76M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33.2M -$16.1M -1,106,740 -33%
SIA
2
Sit Investment Associates
Minnesota
$32.9M +$7.18M +492,138 +28%
Bank of America
3
Bank of America
North Carolina
$25.1M -$1.36M -92,979 -5%
Morgan Stanley
4
Morgan Stanley
New York
$23.2M +$1.26M +86,364 +6%
UBS Group
5
UBS Group
Switzerland
$20.7M +$2.4M +164,323 +13%
Stifel Financial
6
Stifel Financial
Missouri
$16.1M +$3.89M +267,204 +32%
Invesco
7
Invesco
Georgia
$9.38M +$437K +29,972 +5%
CIA
8
Capital Investment Advisors
Georgia
$8.51M +$494K +33,916 +6%
PPA
9
Parametric Portfolio Associates
Washington
$8.1M +$1M +68,877 +14%
PMG
10
ProVise Management Group
Florida
$5.62M +$188K +12,905 +3%
RF
11
RHS Financial
California
$4.31M +$169K +11,583 +4%
FFA
12
First Foundation Advisors
California
$4.18M +$300K +20,611 +8%
IWA
13
IBEX Wealth Advisors
New Jersey
$3.93M +$73.3K +5,025 +2%
1CP
14
1607 Capital Partners
Virginia
$3.93M -$3.76M -258,200 -49%
PAG
15
Private Advisor Group
New Jersey
$3M +$318K +21,781 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.68M +$436K +29,888 +19%
GC
17
Guggenheim Capital
Illinois
$2.41M +$275K +18,856 +13%
TFF
18
The Family Firm
Maryland
$2.37M -$227K -15,555 -9%
SAM
19
Selway Asset Management
$1.93M -$51K -3,500 -3%
TA
20
TCG Advisors
Texas
$1.9M +$148K +10,173 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.88M +$31.2K +2,140 +2%
LPL Financial
22
LPL Financial
California
$1.81M +$335K +22,961 +23%
BCWM
23
Bartlett & Co Wealth Management
Ohio
$1.72M -$4.08M -278,804 -70%
CP
24
Camelot Portfolios
Ohio
$1.62M -$1.14K -78 -0.1%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$1.4M -$1.52M -104,395 -52%
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