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BlackRock Core Bond Trust
BHK

Overview Fund Activity

89 hedge funds and large institutions have $137M invested in BlackRock Core Bond Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.45M
2
GC
Guggenheim Capital
Illinois
+$1.67M
3
Wells Fargo
Wells Fargo
California
+$1.08M
4
UBS Group
UBS Group
Switzerland
+$874K
5
EW
Evoke Wealth
California
+$632K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.49M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.16M
3
FNBSF
First National Bank Sioux Falls
South Dakota
-$602K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$546K
5
RJA
Raymond James & Associates
Florida
-$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Accel Wealth Management
Iowa
$1.14M -$45.1K -3,748 -4%
MWM
27
Melfa Wealth Management
Massachusetts
$1.09M – – –
FNBTCON
28
First National Bank & Trust Co of Newtown
Pennsylvania
$942K – – –
Comerica Bank
29
Comerica Bank
Texas
$887K +$16.2K +1,343 +2%
EIP
30
Ellis Investment Partners
Pennsylvania
$886K +$30K +2,491 +4%
SFS
31
Sowell Financial Services
Arkansas
$760K +$554 +46 +0.1%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$759K -$211K -17,521 -22%
AWS
33
Atria Wealth Solutions
New York
$749K -$5.92K -492 -0.8%
OIM
34
Oder Investment Management
California
$710K +$36.8K +3,053 +5%
PG
35
Patten Group
Tennessee
$686K +$286K +23,789 +72%
TAM
36
Titleist Asset Management
Texas
$637K +$98.1K +8,146 +18%
SWP
37
Stratos Wealth Partners
Ohio
$624K -$109K -9,059 -15%
Ameriprise
38
Ameriprise
Minnesota
$573K -$46.9K -3,892 -8%
CF
39
Clarity Financial
Texas
$548K -$14.6K -1,213 -3%
NA
40
NewEdge Advisors
Louisiana
$544K +$75K +6,230 +16%
FNBSF
41
First National Bank Sioux Falls
South Dakota
$482K -$602K -50,000 -56%
VFG
42
Valley Financial Group
Pennsylvania
$410K -$2.11K -175 -0.5%
TWM
43
Tolleson Wealth Management
Texas
$356K -$29.1K -2,416 -8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$348K -$22.9K -1,898 -6%
9WM
45
9258 Wealth Management
Ohio
$342K -$6.29K -522 -2%
SDAM
46
Shulman DeMeo Asset Management
New York
$324K -$12.7K -1,052 -4%
HIP
47
HUB Investment Partners
Texas
$282K – – –
AUB
48
Atlantic Union Bankshares
Virginia
$280K +$60 +5 +0%
KA
49
Kovack Advisors
Florida
$246K +$1.87K +155 +0.8%
IWM
50
Iams Wealth Management
Nebraska
$241K – – –
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