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BlackRock Core Bond Trust
BHK

Overview Fund Activity

98 hedge funds and large institutions have $150M invested in BlackRock Core Bond Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.61M
2
SFC
SYM Financial Corp
Indiana
+$1.77M
3
RJA
Raymond James & Associates
Florida
+$1.76M
4
GC
Guggenheim Capital
Illinois
+$489K
5
Bank of America
Bank of America
North Carolina
+$467K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$6.28M
2
PCM
Penserra Capital Management
California
-$3.71M
3
Morgan Stanley
Morgan Stanley
New York
-$1.51M
4
IWA
IBEX Wealth Advisors
New Jersey
-$1.5M
5
RF
RHS Financial
California
-$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
76
JNBA Financial Advisors
Minnesota
$46.5K – – –
CA
77
Clearstead Advisors
Ohio
$45.3K +$45.3K +4,178 New
HS
78
Horan Securities
United States
$44.2K – – –
AIM
79
Anchor Investment Management
South Carolina
$40.1K -$5.42K -500 -12%
IA
80
IFP Advisors
Florida
$37.3K -$99K -7,672 -73%
AA
81
Ancora Advisors
Ohio
$33.1K – – –
CAL
82
Capital Advisors Ltd
Ohio
$24K -$45.7K -4,224 -66%
SWM
83
Spire Wealth Management
Virginia
$22.1K +$22.1K +2,040 New
HCM
84
Hollencrest Capital Management
California
$21.8K – – –
HI
85
Harbour Investments
Wisconsin
$21K +$1.32K +122 +7%
SGC
86
Slocum, Gordon & Co
Rhode Island
$15.7K – – –
GI
87
GS Investments
Minnesota
$14.6K – – –
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +1,183 New
WBC
89
West Branch Capital
Massachusetts
$5.93K +$119 +11 +2%
GWM
90
Geneos Wealth Management
Colorado
$5.93K – – –
HCM
91
Highlander Capital Management
New Jersey
$5K – – –
AWM
92
AllSquare Wealth Management
New York
$4.23K – – –
EWA
93
EverSource Wealth Advisors
Alabama
$2.97K – – –
WP
94
WealthPLAN Partners
Nebraska
$2.79K +$2.79K +257 New
AAG
95
Armstrong Advisory Group
Massachusetts
$2.65K – – –
WT
96
Whittier Trust
California
$2.18K – – –
FCMT
97
Founders Capital Management (Texas)
Texas
$1K +$1K +67 New
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$669 +$78 +7,160 +13%
CIA
99
Capital Investment Advisors
Georgia
– -$6.28M -605,281 Closed
PCM
100
Penserra Capital Management
California
– -$3.71M -357,352 Closed
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