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BlackRock Core Bond Trust
BHK

Overview Fund Activity

98 hedge funds and large institutions have $150M invested in BlackRock Core Bond Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.61M
2
SFC
SYM Financial Corp
Indiana
+$1.77M
3
RJA
Raymond James & Associates
Florida
+$1.76M
4
GC
Guggenheim Capital
Illinois
+$489K
5
Bank of America
Bank of America
North Carolina
+$467K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$6.28M
2
PCM
Penserra Capital Management
California
-$3.71M
3
Morgan Stanley
Morgan Stanley
New York
-$1.51M
4
IWA
IBEX Wealth Advisors
New Jersey
-$1.5M
5
RF
RHS Financial
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Selway Asset Management
$1.41M +$114K +10,500 +9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.02M +$287K +26,520 +39%
WS
28
Wela Strategies
Georgia
$958K +$9.57K +883 +1%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$932K -$49.1K -4,526 -5%
OIM
30
Oder Investment Management
California
$898K +$90.5K +8,348 +11%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$812K +$429K +39,550 +112%
AWS
32
Atria Wealth Solutions
New York
$741K -$121K -11,151 -14%
Osaic Holdings
33
Osaic Holdings
Arizona
$714K -$120K -11,046 -14%
MWM
34
Melfa Wealth Management
Massachusetts
$688K -$7.65K -706 -1%
SFS
35
Sowell Financial Services
Arkansas
$680K +$466 +43 +0.1%
PTC
36
Private Trust Company
Ohio
$610K – – –
EIP
37
Ellis Investment Partners
Pennsylvania
$592K +$207K +19,063 +54%
AWM
38
Accel Wealth Management
Iowa
$560K +$41.3K +3,808 +8%
NA
39
NewEdge Advisors
Louisiana
$495K +$59K +5,350 +14%
WW
40
Waterfront Wealth
Kansas
$484K -$3.57K -329 -0.7%
Ameriprise
41
Ameriprise
Minnesota
$476K +$49.3K +4,548 +12%
SMH
42
Sanders Morris Harris
Texas
$435K +$435K +40,155 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$428K -$29.3K -2,705 -6%
CP
44
Camelot Portfolios
Ohio
$421K -$9.76K -900 -2%
First Manhattan
45
First Manhattan
New York
$346K – – –
SPC
46
Sigma Planning Corp
Michigan
$323K +$4.12K +380 +1%
SWP
47
Semus Wealth Partners
Florida
$316K -$10.8K -999 -3%
SDAM
48
Shulman DeMeo Asset Management
New York
$313K – – –
9WM
49
9258 Wealth Management
Ohio
$308K -$10.7K -985 -3%
SPIA
50
Steward Partners Investment Advisory
New York
$299K +$85.3K +7,871 +40%
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