BHK icon

BlackRock Core Bond Trust
BHK

Overview Fund Activity

96 hedge funds and large institutions have $152M invested in BlackRock Core Bond Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$7.72M
2
CF
Clarity Financial
Texas
+$1.15M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.07M
4
RJA
Raymond James & Associates
Florida
+$1.02M
5
LPL Financial
LPL Financial
California
+$600K

Top Sellers

1
EW
Evoke Wealth
California
-$1.94M
2
CAN
Cetera Advisor Networks
California
-$1.43M
3
RF
RHS Financial
California
-$1.35M
4
Stifel Financial
Stifel Financial
Missouri
-$1.16M
5
Morgan Stanley
Morgan Stanley
New York
-$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
76
JNBA Financial Advisors
Minnesota
$45.7K – – –
AIM
77
Anchor Investment Management
South Carolina
$34K -$5.32K -500 -14%
AA
78
Ancora Advisors
Ohio
$32.5K – – –
IA
79
IFP Advisors
Florida
$30.8K – – –
CAL
80
Capital Advisors Ltd
Ohio
$24K – – –
SWM
81
Spire Wealth Management
Virginia
$21.7K – – –
HCM
82
Hollencrest Capital Management
California
$21.4K – – –
HI
83
Harbour Investments
Wisconsin
$20.7K – – –
CAS
84
Coppell Advisory Solutions
Texas
$16.9K +$16.9K +1,600 New
SGC
85
Slocum, Gordon & Co
Rhode Island
$15.4K – – –
GI
86
GS Investments
Minnesota
$14.4K – – –
WBC
87
West Branch Capital
Massachusetts
$5.94K +$128 +12 +2%
GWM
88
Geneos Wealth Management
Colorado
$5.82K – – –
HCM
89
Highlander Capital Management
New Jersey
$5K – – –
AWM
90
AllSquare Wealth Management
New York
$4.05K – – –
EWA
91
EverSource Wealth Advisors
Alabama
$2.92K – – –
WP
92
WealthPLAN Partners
Nebraska
$2.73K – – –
AAG
93
Armstrong Advisory Group
Massachusetts
$2.6K – – –
WT
94
Whittier Trust
California
$2.14K – – –
FCMT
95
Founders Capital Management (Texas)
Texas
$713 – – –
FFA
96
Farther Finance Advisors
California
$245 +$245 +23 New
EW
97
Evoke Wealth
California
– -$1.94M -179,200 Closed
CAN
98
Cetera Advisor Networks
California
– -$1.43M -132,125 Closed
SPC
99
Sigma Planning Corp
Michigan
– -$323K -29,809 Closed
Millennium Management
100
Millennium Management
New York
– -$140K -12,915 Closed
1 2 3
4
5