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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 %
9WM
51
9258 Wealth Management
Ohio
$321K +$9.72K +891 +3%
SDAM
52
Shulman DeMeo Asset Management
New York
$307K – – –
SWP
53
Semus Wealth Partners
Florida
$305K -$17.4K -1,592 -5%
PG
54
Patten Group
Tennessee
$304K +$4.82K +442 +2%
RIG
55
Ramiah Investment Group
Wisconsin
$272K +$14.6K +1,342 +6%
SP
56
Stonebrook Private
Michigan
$230K +$230K +21,076 New
KA
57
Kovack Advisors
Florida
$221K +$545 +50 +0.2%
SC
58
Scotia Capital
Ontario, Canada
$210K +$28.8K +2,637 +16%
First Manhattan
59
First Manhattan
New York
$191K -$157K -14,400 -45%
CW
60
CreativeOne Wealth
Kansas
$178K +$178K +16,309 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$169K +$16.7K +1,530 +11%
KIM
62
Karpus Investment Management
New York
$164K -$2.99M -274,497 -95%
PA
63
Pinnacle Associates
New York
$155K – – –
FCFC
64
First Citizens Financial Corp
Iowa
$152K – – –
CIA
65
Concurrent Investment Advisors
Florida
$150K +$150K +13,771 New
DA
66
Detalus Advisors
Missouri
$149K – – –
AUB
67
Atlantic Union Bankshares
Virginia
$148K +$25.1K +2,300 +20%
MI
68
Motiv8 Investments
Florida
$139K +$139K +12,700 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$138K +$18.3K +1,679 +15%
IWC
70
Integrated Wealth Concepts
Massachusetts
$138K -$895 -82 -0.6%
MFIM
71
Mesirow Financial Investment Management
Illinois
$132K +$132K +12,108 New
Truist Financial
72
Truist Financial
North Carolina
$123K +$123K +11,304 New
CAN
73
Cetera Advisor Networks
California
$123K +$123K +11,275 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$116K -$7.88K -722 -6%
HighTower Advisors
75
HighTower Advisors
Illinois
$116K -$44.2K -4,105 -28%
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