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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 %
AUB
51
Atlantic Union Bankshares
Virginia
$248K +$22.6K +2,120 +10%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$238K +$238K +22,343 New
KA
53
Kovack Advisors
Florida
$216K +$533 +50 +0.2%
IWM
54
Iams Wealth Management
Nebraska
$213K +$213K +20,000 New
IAIM
55
International Assets Investment Management
Florida
$204K +$17.4K +1,630 +9%
SWP
56
Semus Wealth Partners
Florida
$195K -$65.2K -6,124 -25%
SC
57
Scotia Capital
Ontario, Canada
$193K +$12.1K +1,132 +7%
CW
58
CreativeOne Wealth
Kansas
$185K – – –
CP
59
Camelot Portfolios
Ohio
$184K +$16.1K +1,507 +10%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$164K +$13.5K +1,271 +9%
SMH
61
Sanders Morris Harris
Texas
$148K – – –
FCFC
62
First Citizens Financial Corp
Iowa
$148K – – –
PA
63
Pinnacle Associates
New York
$141K – – –
DA
64
Detalus Advisors
Missouri
$136K – – –
First Manhattan
65
First Manhattan
New York
$133K -$53.3K -5,000 -29%
MFIM
66
Mesirow Financial Investment Management
Illinois
$132K +$1.36K +128 +1%
ASN
67
Advisory Services Network
Georgia
$131K +$23.6K +2,219 +22%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$115K -$57.3K -5,382 -33%
Corient Private Wealth
69
Corient Private Wealth
Florida
$109K +$192 +18 +0.2%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$91.1K – – –
NS
71
NBC Securities
Alabama
$56K – – –
CFD
72
Creative Financial Designs
Indiana
$49K -$34.1K -3,200 -41%
JFA
73
JNBA Financial Advisors
Minnesota
$45.7K – – –
FC
74
Fairscale Capital
New Hampshire
$35.1K +$35.1K +3,226 New
IA
75
IFP Advisors
Florida
$27.2K +$351 +33 +1%
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