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BlackRock Core Bond Trust
BHK

Overview Fund Activity

96 hedge funds and large institutions have $143M invested in BlackRock Core Bond Trust in 2023 Q3 according to their latest regulatory filings, with 9 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
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$1.81M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
RJA
Raymond James & Associates
Florida
+$1.05M
4
UBS Group
UBS Group
Switzerland
+$805K
5
Bank of America
Bank of America
North Carolina
+$785K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.35M
2
Morgan Stanley
Morgan Stanley
New York
-$1.7M
3
KIM
Karpus Investment Management
New York
-$1.35M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.22M
5
CF
Clarity Financial
Texas
-$266K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Ancora Advisors
Ohio
$30.3K – – –
IA
77
IFP Advisors
Florida
$28.7K – – –
CAL
78
Capital Advisors Ltd
Ohio
$22K – – –
HCM
79
Hollencrest Capital Management
California
$20K – – –
HI
80
Harbour Investments
Wisconsin
$17.7K -$1.59K -160 -8%
SGC
81
Slocum, Gordon & Co
Rhode Island
$14.4K – – –
GI
82
GS Investments
Minnesota
$13.4K – – –
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$11.8K +$11.8K +1,183 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$9.12K +$9.12K +917 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +921 New
EC
86
Elequin Capital
New York
$5.89K -$65.3K -6,566 -92%
WBC
87
West Branch Capital
Massachusetts
$5.68K +$119 +12 +2%
GWM
88
Geneos Wealth Management
Colorado
$5.44K – – –
HCM
89
Highlander Capital Management
New Jersey
$5K – – –
SWM
90
Spire Wealth Management
Virginia
$4.77K -$15.5K -1,560 -76%
AWM
91
AllSquare Wealth Management
New York
$3.88K – – –
AAG
92
Armstrong Advisory Group
Massachusetts
$2.43K – – –
HL
93
HeadInvest LLC
Maine
$2.28K +$2.28K +234 New
WT
94
Whittier Trust
California
$2K – – –
FFA
95
Farther Finance Advisors
California
$229 – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$40 +$40 +4 New
CW
97
CreativeOne Wealth
Kansas
– -$169K -15,914 Closed
Truist Financial
98
Truist Financial
North Carolina
– -$126K -11,800 Closed
RF
99
RHS Financial
California
– -$119K -11,137 Closed
Mariner
100
Mariner
Kansas
– -$107K -10,103 Closed
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