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BlackRock Core Bond Trust
BHK

Overview Fund Activity

96 hedge funds and large institutions have $152M invested in BlackRock Core Bond Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$7.72M
2
CF
Clarity Financial
Texas
+$1.15M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.07M
4
RJA
Raymond James & Associates
Florida
+$1.02M
5
LPL Financial
LPL Financial
California
+$600K

Top Sellers

1
EW
Evoke Wealth
California
-$1.94M
2
CAN
Cetera Advisor Networks
California
-$1.43M
3
RF
RHS Financial
California
-$1.35M
4
Stifel Financial
Stifel Financial
Missouri
-$1.16M
5
Morgan Stanley
Morgan Stanley
New York
-$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Clarity Financial
Texas
$1.15M +$1.15M +108,033 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.07M +$71.8K +6,748 +7%
WS
28
Wela Strategies
Georgia
$915K -$26.1K -2,449 -3%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$898K -$16.6K -1,561 -2%
OIM
30
Oder Investment Management
California
$854K -$27.5K -2,582 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$757K +$99.6K +9,352 +15%
AWS
32
Atria Wealth Solutions
New York
$727K +$128 +12 +0%
AWM
33
Accel Wealth Management
Iowa
$694K +$144K +13,541 +26%
MWM
34
Melfa Wealth Management
Massachusetts
$687K +$12.6K +1,180 +2%
EIP
35
Ellis Investment Partners
Pennsylvania
$683K +$102K +9,559 +18%
SFS
36
Sowell Financial Services
Arkansas
$668K +$479 +45 +0.1%
PTC
37
Private Trust Company
Ohio
$611K +$12.4K +1,164 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$599K -$102K -9,579 -15%
NA
39
NewEdge Advisors
Louisiana
$546K +$68.1K +6,400 +14%
Ameriprise
40
Ameriprise
Minnesota
$449K -$19K -1,780 -4%
CP
41
Camelot Portfolios
Ohio
$443K +$30K +2,823 +7%
SMH
42
Sanders Morris Harris
Texas
$427K – – –
WW
43
Waterfront Wealth
Kansas
$406K -$71.6K -6,689 -15%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$400K -$19.9K -1,868 -5%
First Manhattan
45
First Manhattan
New York
$339K – – –
SWP
46
Semus Wealth Partners
Florida
$316K +$6.12K +575 +2%
SDAM
47
Shulman DeMeo Asset Management
New York
$303K -$4.96K -466 -2%
9WM
48
9258 Wealth Management
Ohio
$301K -$1.44K -135 -0.5%
PG
49
Patten Group
Tennessee
$292K +$8.51K +800 +3%
CPRC
50
Consolidated Portfolio Review Corp
New York
$266K +$266K +25,012 New
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