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BlackRock Core Bond Trust
BHK

Overview Fund Activity

111 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$14M
2
SFC
SYM Financial Corp
Indiana
+$2.46M
3
Cohen & Steers
Cohen & Steers
New York
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.44M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.38M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.99M
2
KAS
Kestra Advisory Services
Texas
-$6.58M
3
Ameriprise
Ameriprise
Minnesota
-$1.29M
4
OFA
Oak Family Advisors
Illinois
-$788K
5
LB
Leo Brokerage
Texas
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.4M -$550K -35,024 -2%
PPA
2
Parametric Portfolio Associates
Washington
$19.5M +$14M +890,651 +255%
SIA
3
Sit Investment Associates
Minnesota
$19.1M -$518K -32,980 -3%
Morgan Stanley
4
Morgan Stanley
New York
$18M -$51.5K -3,280 -0.3%
Stifel Financial
5
Stifel Financial
Missouri
$13.4M -$627K -39,961 -4%
Wells Fargo
6
Wells Fargo
California
$9.27M -$7.99M -509,044 -46%
CIA
7
Capital Investment Advisors
Georgia
$7.9M -$194K -12,378 -2%
Invesco
8
Invesco
Georgia
$7.61M +$574K +36,573 +8%
PMG
9
ProVise Management Group
Florida
$6.67M +$366K +23,285 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.51M +$261K +16,627 +5%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.54M -$111K -7,060 -2%
FFA
12
First Foundation Advisors
California
$4.48M -$509K -32,418 -10%
Bank of America
13
Bank of America
North Carolina
$4.37M +$423K +26,934 +11%
LPL Financial
14
LPL Financial
California
$3.98M +$578K +36,784 +17%
BRWM
15
B. Riley Wealth Management
Tennessee
$3.62M +$332K +21,130 +10%
RJA
16
Raymond James & Associates
Florida
$3.53M +$392K +24,997 +13%
Cohen & Steers
17
Cohen & Steers
New York
$3.08M +$1.47M +93,534 +91%
SFC
18
SYM Financial Corp
Indiana
$2.46M +$2.46M +156,413 New
PAG
19
Private Advisor Group
New Jersey
$2.3M -$597K -38,018 -21%
GC
20
Guggenheim Capital
Illinois
$2.25M -$225K -14,312 -9%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.2M +$1.38M +88,140 +171%
FNBSF
22
First National Bank Sioux Falls
South Dakota
$2.12M – – –
RF
23
RHS Financial
California
$2.07M -$578K -36,812 -22%
TFF
24
The Family Firm
Maryland
$2.01M +$105K +6,665 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.69M +$66K +4,205 +4%
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