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BlackRock Core Bond Trust
BHK

Overview Fund Activity

104 hedge funds and large institutions have $146M invested in BlackRock Core Bond Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
29
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$3.25M
2
BRWA
B. Riley Wealth Advisors
Florida
+$1.44M
3
SIA
Sit Investment Associates
Minnesota
+$1.26M
4
LPL Financial
LPL Financial
California
+$1.19M
5
AWS
Atria Wealth Solutions
New York
+$769K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.33M
2
WAM
Wolverine Asset Management
Illinois
-$1.24M
3
Invesco
Invesco
Georgia
-$1.21M
4
KIM
Karpus Investment Management
New York
-$1.17M
5
PMG
ProVise Management Group
Florida
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMWM
76
Taylor & Morgan Wealth Management
Michigan
$115K – – –
APA
77
American Portfolios Advisors
New York
$112K – – –
BB
78
Busey Bank
Illinois
$109K – – –
IA
79
IFP Advisors
Florida
$108K -$687 -53 -0.6%
CAL
80
Capital Advisors Ltd
Ohio
$64K – – –
AA
81
Ancora Advisors
Ohio
$50K – – –
JFA
82
JNBA Financial Advisors
Minnesota
$43K – – –
AF
83
Allworth Financial
California
$43K +$844 +84 +2%
AIM
84
Anchor Investment Management
South Carolina
$42K – – –
HS
85
Horan Securities
United States
$41K +$41K +4,078 New
TFGT
86
TS Financial Group (TSFG)
Illinois
$25K – – –
HI
87
Harbour Investments
Wisconsin
$24K – – –
SWM
88
Selective Wealth Management
Virginia
$18K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$17K – – –
UB
90
UMB Bank
Missouri
$16K +$16K +1,577 New
GI
91
Gradient Investments
Minnesota
$16K +$16K +1,587 New
HPC
92
HM Payson & Co
Maine
$15K – – –
GI
93
GS Investments
Minnesota
$14K – – –
HGERS
94
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +1,183 New
HCM
95
Highlander Capital Management
New Jersey
$5K – – –
WBC
96
West Branch Capital
Massachusetts
$5K – – –
GWM
97
Geneos Wealth Management
Colorado
$5K – – –
WAM
98
Wolverine Asset Management
Illinois
$4K -$1.24M -124,400 -100%
AWM
99
AllSquare Wealth Management
New York
$4K – – –
WWM
100
Wagner Wealth Management
South Carolina
$4K – – –
1 2 3
4
5