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BlackRock Core Bond Trust
BHK

Overview Fund Activity

115 hedge funds and large institutions have $204M invested in BlackRock Core Bond Trust in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
37
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNBSF
1
First National Bank Sioux Falls
South Dakota
$2.36M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.62M
3
CAN
3
Cetera Advisor Networks
California
$2M
4
PPA
4
Parametric Portfolio Associates
Washington
$23.7M
5
SFS
5
Sowell Financial Services
Arkansas
$1.05M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
RF
3
RHS Financial
California
$478K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$3.09M
5
Invesco
5
Invesco
Georgia
$8.15M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$25.4M 1,536,779 -182,067 -11%
PPA
2
Parametric Portfolio Associates
Washington
$23.7M 1,436,397 +46,652 +3%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M 1,131,592 -18,510 -2%
SIA
4
Sit Investment Associates
Minnesota
$12.5M 758,133 -35,796 -5%
Stifel Financial
5
Stifel Financial
Missouri
$11.8M 712,388 -7,801 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.33M 564,741 +2,686 +0.5%
Invesco
7
Invesco
Georgia
$8.15M 493,289 -41,020 -8%
PMG
8
ProVise Management Group
Florida
$7.55M 456,973 +4,972 +1%
LPL Financial
9
LPL Financial
California
$5.48M 331,893 +27,890 +9%
BRWM
10
B. Riley Wealth Management
Tennessee
$4.61M 278,950 +5,115 +2%
Wells Fargo
11
Wells Fargo
California
$3.9M 235,945 +19,379 +9%
RJA
12
Raymond James & Associates
Florida
$3.43M 207,489 +20,078 +11%
GC
13
Guggenheim Capital
Illinois
$3.23M 195,556 +22,647 +13%
IWA
14
IBEX Wealth Advisors
New Jersey
$3.09M 187,330 -50,139 -21%
Bank of America
15
Bank of America
North Carolina
$3.01M 182,333 -25,401 -12%
SFC
16
SYM Financial Corp
Indiana
$2.89M 174,908 – –
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.56M 154,840 +10,409 +7%
CIA
18
Capital Investment Advisors
Georgia
$2.52M 152,712 -15,049 -9%
FNBSF
19
First National Bank Sioux Falls
South Dakota
$2.36M 143,000 +143,000 New
TFF
20
The Family Firm
Maryland
$2.12M 128,333 +1,642 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.12M 128,131 +37,670 +42%
PAG
22
Private Advisor Group
New Jersey
$2.1M 127,274 -6,910 -5%
CAN
23
Cetera Advisor Networks
California
$2M 121,296 +74,436 +159%
BRWA
24
B. Riley Wealth Advisors
Florida
$1.94M 117,427 +15,310 +15%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.92M 116,059 +2,984 +3%
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