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BlackRock Core Bond Trust
BHK

Overview Fund Activity

104 hedge funds and large institutions have $169M invested in BlackRock Core Bond Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.4M
2
RJA
Raymond James & Associates
Florida
+$863K
3
SWP
Stratos Wealth Partners
Ohio
+$694K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$459K
5
QC
Quadrature Capital
United Kingdom
+$404K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.36M
2
KIM
Karpus Investment Management
New York
-$2.99M
3
Stifel Financial
Stifel Financial
Missouri
-$1.53M
4
EW
Evoke Wealth
California
-$1.44M
5
Wells Fargo
Wells Fargo
California
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.03M +$365K +33,483 +55%
WS
27
Wela Strategies
Georgia
$1.02M +$4.34K +398 +0.4%
MWM
28
Melfa Wealth Management
Massachusetts
$999K +$75K +6,872 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$978K -$131K -12,020 -12%
AWM
30
Accel Wealth Management
Iowa
$925K +$246K +22,590 +36%
FNBTCON
31
First National Bank & Trust Co of Newtown
Pennsylvania
$867K -$19.6K -1,795 -2%
PTC
32
Private Trust Company
Ohio
$851K +$224K +20,504 +36%
BRWA
33
B. Riley Wealth Advisors
Florida
$837K -$651K -59,706 -44%
Comerica Bank
34
Comerica Bank
Texas
$767K +$180K +16,495 +31%
AWS
35
Atria Wealth Solutions
New York
$742K -$1.89K -173 -0.3%
EIP
36
Ellis Investment Partners
Pennsylvania
$710K +$30.5K +2,791 +4%
SWP
37
Stratos Wealth Partners
Ohio
$694K +$694K +63,609 New
SFS
38
Sowell Financial Services
Arkansas
$687K +$720 +66 +0.1%
CF
39
Clarity Financial
Texas
$607K -$280K -25,657 -32%
OIM
40
Oder Investment Management
California
$597K -$246K -22,561 -29%
Ameriprise
41
Ameriprise
Minnesota
$583K +$117K +10,513 +25%
EW
42
Evoke Wealth
California
$546K -$1.44M -131,700 -72%
WW
43
Waterfront Wealth
Kansas
$406K -$38.6K -3,540 -9%
QC
44
Quadrature Capital
United Kingdom
$404K +$404K +36,946 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$401K -$10K -919 -2%
VFG
46
Valley Financial Group
Pennsylvania
$387K +$387K +35,431 New
NA
47
NewEdge Advisors
Louisiana
$377K +$37.4K +3,450 +11%
TWM
48
Tolleson Wealth Management
Texas
$359K +$359K +32,940 New
CP
49
Camelot Portfolios
Ohio
$357K +$75.8K +6,948 +27%
LCM
50
Landscape Capital Management
New Jersey
$323K +$323K +29,646 New
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