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BlackRock Core Bond Trust
BHK

Overview Fund Activity

109 hedge funds and large institutions have $212M invested in BlackRock Core Bond Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
37
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$6.77M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.79M
3
UBS Group
UBS Group
Switzerland
+$1.54M
4
Ameriprise
Ameriprise
Minnesota
+$1.06M
5
WEC
Winslow Evans & Crocker
Massachusetts
+$901K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.69M
2
Bank of America
Bank of America
North Carolina
-$1.38M
3
KIM
Karpus Investment Management
New York
-$1.38M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$686K
5
Wells Fargo
Wells Fargo
California
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$24.9M +$1.54M +94,755 +7%
SIA
2
Sit Investment Associates
Minnesota
$20.4M -$7.69M -471,772 -27%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M -$429K -26,310 -2%
Wells Fargo
4
Wells Fargo
California
$17.9M -$671K -41,178 -4%
Stifel Financial
5
Stifel Financial
Missouri
$14.5M +$323K +19,823 +2%
CIA
6
Capital Investment Advisors
Georgia
$8.4M -$203K -12,473 -2%
KAS
7
Kestra Advisory Services
Texas
$7.44M +$6.77M +421,255 +1,015%
Invesco
8
Invesco
Georgia
$7.3M +$157K +9,610 +2%
PMG
9
ProVise Management Group
Florida
$6.55M +$136K +8,349 +2%
PPA
10
Parametric Portfolio Associates
Washington
$5.7M +$143K +8,795 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.45M +$888K +54,504 +19%
FFA
12
First Foundation Advisors
California
$5.18M -$643K -39,445 -11%
IWA
13
IBEX Wealth Advisors
New Jersey
$4.82M -$46.5K -2,856 -1%
Bank of America
14
Bank of America
North Carolina
$4.1M -$1.38M -84,776 -25%
LPL Financial
15
LPL Financial
California
$3.53M +$555K +34,063 +19%
BRWM
16
B. Riley Wealth Management
Tennessee
$3.41M +$1.79M +109,935 +111%
RJA
17
Raymond James & Associates
Florida
$3.26M +$313K +19,191 +11%
PAG
18
Private Advisor Group
New Jersey
$3.01M -$664K -40,762 -18%
Ameriprise
19
Ameriprise
Minnesota
$2.96M +$1.06M +64,842 +56%
RF
20
RHS Financial
California
$2.75M +$483K +29,602 +21%
GC
21
Guggenheim Capital
Illinois
$2.57M -$375K -23,009 -13%
FNBSF
22
First National Bank Sioux Falls
South Dakota
$2.2M +$734K +45,000 +50%
TFF
23
The Family Firm
Maryland
$1.95M -$172K -10,759 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.79M +$4.47K +274 +0.3%
SAM
25
Selway Asset Management
$1.75M -$34.2K -2,100 -2%
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