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BlackRock Core Bond Trust
BHK

Overview Fund Activity

104 hedge funds and large institutions have $169M invested in BlackRock Core Bond Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.4M
2
RJA
Raymond James & Associates
Florida
+$863K
3
SWP
Stratos Wealth Partners
Ohio
+$694K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$459K
5
QC
Quadrature Capital
United Kingdom
+$404K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.36M
2
KIM
Karpus Investment Management
New York
-$2.99M
3
Stifel Financial
Stifel Financial
Missouri
-$1.53M
4
EW
Evoke Wealth
California
-$1.44M
5
Wells Fargo
Wells Fargo
California
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$112K -$12.9K -1,184 -10%
LA
77
Legacy Advisors
Pennsylvania
$110K +$110K +10,074 New
ASN
78
Advisory Services Network
Georgia
$101K +$101K +9,254 New
BC
79
Bartlett & Co
Ohio
$100K -$25.5K -2,322 -20%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$99.8K -$25.4K -2,322 -20%
CFD
81
Creative Financial Designs
Indiana
$85.2K – – –
NS
82
NBC Securities
Alabama
$57K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$52K +$7.69K +705 +17%
JFA
84
JNBA Financial Advisors
Minnesota
$46.8K – – –
AA
85
Ancora Advisors
Ohio
$33.3K – – –
AIM
86
Anchor Investment Management
South Carolina
$19.6K -$15.3K -1,400 -44%
IA
87
IFP Advisors
Florida
$19.6K -$11.9K -1,091 -38%
HI
88
Harbour Investments
Wisconsin
$19.4K – – –
IAIM
89
International Assets Investment Management
Florida
$17.6K +$15.8K +172,158 +887%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$16.4K +$16.4K +1,500 New
SGC
91
Slocum, Gordon & Co
Rhode Island
$15.8K – – –
GI
92
GS Investments
Minnesota
$14.7K – – –
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
$9.88K +$9.88K +906 New
AF
95
Advisornet Financial
Minnesota
$8.73K +$8.73K +800 New
WBC
96
West Branch Capital
Massachusetts
$6.37K +$142 +13 +2%
GWM
97
Geneos Wealth Management
Colorado
$5.97K – – –
SIS
98
Sound Income Strategies
Florida
$5.46K +$5.46K +500 New
HCM
99
Highlander Capital Management
New Jersey
$5.24K – – –
SWM
100
Spire Wealth Management
Virginia
$5.05K – – –
1 2 3
4
5