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BlackRock Core Bond Trust

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
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.4M -$915K -86,033 -3%
SIA
2
Sit Investment Associates
Minnesota
$17.2M +$252K +23,648 +1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.9M +$130K +12,186 +1%
UBS Group
4
UBS Group
Switzerland
$9.73M +$374K +35,187 +4%
RJA
5
Raymond James & Associates
Florida
$8.91M +$1.02M +96,042 +13%
LPL Financial
6
LPL Financial
California
$7.92M +$600K +56,358 +8%
CIA
7
Capital Investment Advisors
Georgia
$7.72M +$7.72M +725,205 New
KIM
8
Karpus Investment Management
New York
$4.53M -$136K -12,770 -3%
Wells Fargo
9
Wells Fargo
California
$4.49M +$235K +22,046 +6%
Invesco
10
Invesco
Georgia
$4.36M -$209K -19,672 -5%
Stifel Financial
11
Stifel Financial
Missouri
$3.78M -$1.16M -108,761 -23%
SFC
12
SYM Financial Corp
Indiana
$3.59M
GC
13
Guggenheim Capital
Illinois
$2.93M -$177K -16,671 -6%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.69M -$294K -27,635 -10%
TFF
15
The Family Firm
Maryland
$2.43M +$160K +15,033 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.4M +$189K +17,737 +9%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$2.23M
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.87M +$1.07M +101,005 +135%
PAG
19
Private Advisor Group
New Jersey
$1.74M +$75.1K +7,057 +4%
FNBSF
20
First National Bank Sioux Falls
South Dakota
$1.52M
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.52M -$95.8K -9,000 -6%
Bank of America
22
Bank of America
North Carolina
$1.52M -$127K -11,930 -8%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.5M -$70.1K -6,592 -4%
PMG
24
ProVise Management Group
Florida
$1.4M -$37.5K -3,527 -3%
SAM
25
Selway Asset Management
$1.38M -$6.38K -600 -0.5%