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BlackRock Core Bond Trust
BHK

Overview Fund Activity

110 hedge funds and large institutions have $213M invested in BlackRock Core Bond Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
47
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.88M
2
PPA
Parametric Portfolio Associates
Washington
+$1.9M
3
Invesco
Invesco
Georgia
+$983K
4
EW
Evoke Wealth
California
+$888K
5
PWM
PRW Wealth Management
Massachusetts
+$563K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.09M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
SIA
Sit Investment Associates
Minnesota
-$2.12M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
5
FFA
First Foundation Advisors
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$27.6M +$2.88M +174,425 +12%
PPA
2
Parametric Portfolio Associates
Washington
$22.4M +$1.9M +114,791 +9%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M -$346K -20,924 -2%
SIA
4
Sit Investment Associates
Minnesota
$18M -$2.12M -128,432 -11%
Stifel Financial
5
Stifel Financial
Missouri
$11.7M -$2.34M -141,388 -17%
Invesco
6
Invesco
Georgia
$8.99M +$983K +59,520 +12%
CIA
7
Capital Investment Advisors
Georgia
$7.75M -$562K -34,022 -7%
PMG
8
ProVise Management Group
Florida
$7.32M +$302K +18,268 +4%
LPL Financial
9
LPL Financial
California
$4.55M +$364K +22,039 +9%
BRWM
10
B. Riley Wealth Management
Tennessee
$4.36M +$554K +33,545 +15%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.33M -$441K -26,715 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.03M -$1.76M -106,448 -30%
RJA
13
Raymond James & Associates
Florida
$3.74M +$30K +1,816 +0.8%
Cohen & Steers
14
Cohen & Steers
New York
$3.68M +$443K +26,800 +14%
Wells Fargo
15
Wells Fargo
California
$3.67M -$6.09M -368,469 -62%
FFA
16
First Foundation Advisors
California
$3.34M -$1.37M -82,951 -29%
Bank of America
17
Bank of America
North Carolina
$3.34M -$1.26M -76,271 -27%
SFC
18
SYM Financial Corp
Indiana
$2.89M +$305K +18,495 +12%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.68M +$370K +22,390 +16%
RF
20
RHS Financial
California
$2.4M +$226K +13,676 +10%
GC
21
Guggenheim Capital
Illinois
$2.39M +$26.6K +1,610 +1%
FNBSF
22
First National Bank Sioux Falls
South Dakota
$2.36M +$132K +8,000 +6%
PAG
23
Private Advisor Group
New Jersey
$2.12M -$309K -18,718 -13%
TFF
24
The Family Firm
Maryland
$2.09M -$26K -1,576 -1%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.87M +$469K +28,380 +34%
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