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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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$208K +$22.4K +1,864 +12%
CW
52
CreativeOne Wealth
Kansas
$202K -$6.62K -550 -3%
CPRC
53
Consolidated Portfolio Review Corp
New York
$179K -$1.16M -96,172 -87%
SMH
54
Sanders Morris Harris
Texas
$168K – – –
FCFC
55
First Citizens Financial Corp
Iowa
$167K – – –
MAM
56
Morse Asset Management
Connecticut
$161K +$161K +13,400 New
PA
57
Pinnacle Associates
New York
$155K +$10.9K +1,000 +8%
DA
58
Detalus Advisors
Missouri
$151K -$2.41K -200 -2%
First Manhattan
59
First Manhattan
New York
$151K – – –
MFIM
60
Mesirow Financial Investment Management
Illinois
$150K +$1.45K +120 +1%
SWP
61
Semus Wealth Partners
Florida
$148K -$72.3K -6,003 -33%
HighTower Advisors
62
HighTower Advisors
Illinois
$134K +$134K +11,120 New
ASN
63
Advisory Services Network
Georgia
$131K – – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$130K – – –
GHAM
65
Gilman Hill Asset Management
Connecticut
$120K +$120K +10,000 New
SPIA
66
Steward Partners Investment Advisory
New York
$94.8K +$87.3K +7,248 +1,162%
JEST
67
JTC Employer Solutions Trustee
Jersey
$87K +$87K +7,200 New
BCWM
68
Bartlett & Co Wealth Management
Ohio
$82.8K -$20.2K -1,677 -20%
NS
69
NBC Securities
Alabama
$63K – – –
CFD
70
Creative Financial Designs
Indiana
$55.4K – – –
JFA
71
JNBA Financial Advisors
Minnesota
$51.7K – – –
TSMHT
72
Thurston Springer Miller Herd & Titak
Indiana
$48.2K +$48.2K +4,000 New
NB
73
NBT Bank
New York
$32.8K +$32.8K +2,724 New
BBHC
74
Brown Brothers Harriman & Co
New York
$32.1K +$32.1K +2,667 New
IA
75
IFP Advisors
Florida
$31.2K +$361 +30 +1%
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