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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 %
Morgan Stanley
1
Morgan Stanley
New York
$26.8M -$1.51M -138,898 -5%
SIA
2
Sit Investment Associates
Minnesota
$17.2M +$3.61M +332,756 +26%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11M -$1.09M -100,357 -9%
UBS Group
4
UBS Group
Switzerland
$9.53M -$1.32M -121,483 -12%
RJA
5
Raymond James & Associates
Florida
$8.04M +$1.76M +162,806 +28%
LPL Financial
6
LPL Financial
California
$7.46M +$427K +39,367 +6%
Stifel Financial
7
Stifel Financial
Missouri
$5.03M -$5.57K -514 -0.1%
KIM
8
Karpus Investment Management
New York
$4.75M -$594K -54,814 -11%
Invesco
9
Invesco
Georgia
$4.66M -$895K -82,594 -16%
Wells Fargo
10
Wells Fargo
California
$4.33M +$285K +26,269 +7%
SFC
11
SYM Financial Corp
Indiana
$3.66M +$1.77M +162,950 +93%
GC
12
Guggenheim Capital
Illinois
$3.16M +$489K +45,072 +18%
DAS
13
Dynamic Advisor Solutions
Arizona
$3.04M +$92.5K +8,536 +3%
TFF
14
The Family Firm
Maryland
$2.32M +$164K +15,087 +8%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$2.27M -$41.9K -3,861 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.25M +$143K +13,149 +7%
EW
17
Evoke Wealth
California
$1.94M – – –
PAG
18
Private Advisor Group
New Jersey
$1.7M +$122K +11,256 +8%
Bank of America
19
Bank of America
North Carolina
$1.67M +$467K +43,078 +39%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.64M -$568K -52,400 -26%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.6M -$84.9K -7,835 -5%
FNBSF
22
First National Bank Sioux Falls
South Dakota
$1.55M – – –
RF
23
RHS Financial
California
$1.49M -$1.37M -126,616 -48%
PMG
24
ProVise Management Group
Florida
$1.46M -$134K -12,335 -8%
CAN
25
Cetera Advisor Networks
California
$1.43M +$43 +4 +0%
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