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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 %
Morgan Stanley
1
Morgan Stanley
New York
$26.4M +$71.8K +7,179 +0.3%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.3M +$27.7K +2,772 +0.3%
UBS Group
3
UBS Group
Switzerland
$10.1M -$89.2K -8,920 -0.9%
SIA
4
Sit Investment Associates
Minnesota
$9.42M +$1.26M +126,098 +15%
LPL Financial
5
LPL Financial
California
$6.39M +$1.19M +119,116 +23%
CIA
6
Capital Investment Advisors
Georgia
$5.27M +$580K +58,023 +12%
Invesco
7
Invesco
Georgia
$5.25M -$1.21M -121,079 -19%
KIM
8
Karpus Investment Management
New York
$5.13M -$1.17M -117,052 -19%
Stifel Financial
9
Stifel Financial
Missouri
$4.96M -$126K -12,629 -2%
Wells Fargo
10
Wells Fargo
California
$4.72M +$426K +42,626 +10%
RJA
11
Raymond James & Associates
Florida
$3.98M +$628K +62,836 +19%
RF
12
RHS Financial
California
$3.47M -$403K -40,299 -10%
PCM
13
Penserra Capital Management
California
$3.25M +$3.25M +325,260 New
PMG
14
ProVise Management Group
Florida
$3.1M -$1.1M -109,622 -26%
DAS
15
Dynamic Advisor Solutions
Arizona
$3.06M +$247K +24,739 +9%
BRWA
16
B. Riley Wealth Advisors
Florida
$2.23M +$1.44M +143,542 +181%
GC
17
Guggenheim Capital
Illinois
$2.07M -$107K -10,696 -5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.04M – – –
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$2.02M -$4.54K -454 -0.2%
EW
20
Evoke Wealth
California
$1.79M – – –
SFC
21
SYM Financial Corp
Indiana
$1.75M – – –
TFF
22
The Family Firm
Maryland
$1.7M +$49.9K +4,987 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.59M -$176K -17,550 -10%
IWA
24
IBEX Wealth Advisors
New Jersey
$1.5M -$29.2K -2,921 -2%
FNBSF
25
First National Bank Sioux Falls
South Dakota
$1.43M – – –
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