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BlackRock Core Bond Trust
BHK

Overview Fund Activity

92 hedge funds and large institutions have $120M invested in BlackRock Core Bond Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
34
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43M
2
KAS
Kestra Advisory Services
Texas
+$1.31M
3
LPL Financial
LPL Financial
California
+$1.22M
4
GC
Guggenheim Capital
Illinois
+$901K
5
UBS Group
UBS Group
Switzerland
+$609K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$10.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.39M
3
BRWA
B. Riley Wealth Advisors
Florida
-$1.36M
4
PI
PFG Investments
New York
-$1.08M
5
Wells Fargo
Wells Fargo
California
-$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$1.05M +$20.6K +1,935 +2%
MWM
27
Melfa Wealth Management
Massachusetts
$965K – – –
FNBSF
28
First National Bank Sioux Falls
South Dakota
$959K -$223K -20,961 -19%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$897K -$11.2K -1,052 -1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$857K -$255K -24,000 -23%
FNBTCON
31
First National Bank & Trust Co of Newtown
Pennsylvania
$834K – – –
Comerica Bank
32
Comerica Bank
Texas
$770K +$15.4K +1,445 +2%
EIP
33
Ellis Investment Partners
Pennsylvania
$757K +$28.9K +2,710 +4%
SFS
34
Sowell Financial Services
Arkansas
$671K +$522 +49 +0.1%
AWS
35
Atria Wealth Solutions
New York
$668K -$18K -1,687 -3%
SWP
36
Stratos Wealth Partners
Ohio
$649K +$39K +3,663 +6%
OIM
37
Oder Investment Management
California
$595K +$11.1K +1,046 +2%
Ameriprise
38
Ameriprise
Minnesota
$548K -$18.3K -1,722 -3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$546K +$271K +25,480 +99%
CF
40
Clarity Financial
Texas
$498K -$94.9K -8,915 -16%
TAM
41
Titleist Asset Management
Texas
$477K +$16.1K +1,512 +3%
NA
42
NewEdge Advisors
Louisiana
$415K +$280K +26,279 +207%
WW
43
Waterfront Wealth
Kansas
$370K +$10.4K +980 +3%
VFG
44
Valley Financial Group
Pennsylvania
$364K -$11.6K -1,092 -3%
PG
45
Patten Group
Tennessee
$353K +$56.1K +5,267 +19%
TWM
46
Tolleson Wealth Management
Texas
$340K -$10.4K -976 -3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$328K -$51.8K -4,863 -14%
9WM
48
9258 Wealth Management
Ohio
$308K – – –
SDAM
49
Shulman DeMeo Asset Management
New York
$298K – – –
HIP
50
HUB Investment Partners
Texas
$249K – – –
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