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BlackRock Core Bond Trust
BHK

Overview Fund Activity

96 hedge funds and large institutions have $143M invested in BlackRock Core Bond Trust in 2023 Q3 according to their latest regulatory filings, with 9 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
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$1.81M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
RJA
Raymond James & Associates
Florida
+$1.05M
4
UBS Group
UBS Group
Switzerland
+$805K
5
Bank of America
Bank of America
North Carolina
+$785K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.35M
2
Morgan Stanley
Morgan Stanley
New York
-$1.7M
3
KIM
Karpus Investment Management
New York
-$1.35M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.22M
5
CF
Clarity Financial
Texas
-$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Selway Asset Management
$1.19M -$93.9K -9,450 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.13M +$420K +42,263 +59%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.01M +$12.1K +1,214 +1%
WS
29
Wela Strategies
Georgia
$921K +$66.8K +6,724 +8%
CPRC
30
Consolidated Portfolio Review Corp
New York
$883K +$634K +63,805 +255%
MWM
31
Melfa Wealth Management
Massachusetts
$842K +$200K +20,111 +31%
CF
32
Clarity Financial
Texas
$808K -$266K -26,740 -25%
FNBTCON
33
First National Bank & Trust Co of Newtown
Pennsylvania
$807K -$31.8K -3,199 -4%
OIM
34
Oder Investment Management
California
$769K -$29.1K -2,930 -4%
AWS
35
Atria Wealth Solutions
New York
$678K -$1.51K -152 -0.2%
SFS
36
Sowell Financial Services
Arkansas
$625K +$905 +91 +0.1%
EIP
37
Ellis Investment Partners
Pennsylvania
$619K -$18.7K -1,884 -3%
AWM
38
Accel Wealth Management
Iowa
$619K -$29.9K -3,012 -5%
Osaic Holdings
39
Osaic Holdings
Arizona
$609K +$49.4K +4,973 +9%
PTC
40
Private Trust Company
Ohio
$571K – – –
Comerica Bank
41
Comerica Bank
Texas
$534K +$534K +53,764 New
Ameriprise
42
Ameriprise
Minnesota
$414K -$4.28K -431 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$374K +$358 +36 +0.1%
WW
44
Waterfront Wealth
Kansas
$373K +$26.1K +2,857 +8%
First Manhattan
45
First Manhattan
New York
$317K – – –
NA
46
NewEdge Advisors
Louisiana
$311K -$198K -19,950 -39%
SWP
47
Semus Wealth Partners
Florida
$294K -$1.46K -147 -0.5%
9WM
48
9258 Wealth Management
Ohio
$284K +$2.66K +268 +0.9%
SDAM
49
Shulman DeMeo Asset Management
New York
$279K -$3.43K -345 -1%
PG
50
Patten Group
Tennessee
$273K – – –
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