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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 %
Morgan Stanley
1
Morgan Stanley
New York
$22M -$1.7M -171,512 -7%
SIA
2
Sit Investment Associates
Minnesota
$13.7M -$2.35M -236,371 -15%
UBS Group
3
UBS Group
Switzerland
$9.9M +$805K +80,981 +9%
RJA
4
Raymond James & Associates
Florida
$9.37M +$1.05M +105,297 +13%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.99M -$1.22M -122,991 -12%
CIA
6
Capital Investment Advisors
Georgia
$7.69M +$480K +48,322 +7%
LPL Financial
7
LPL Financial
California
$7.52M +$120K +12,106 +2%
Wells Fargo
8
Wells Fargo
California
$5.38M +$1.19M +119,696 +28%
Invesco
9
Invesco
Georgia
$4.78M +$704K +70,793 +17%
Stifel Financial
10
Stifel Financial
Missouri
$3.67M +$147K +14,750 +4%
SFC
11
SYM Financial Corp
Indiana
$3.36M – – –
GC
12
Guggenheim Capital
Illinois
$3.06M +$321K +32,344 +12%
KIM
13
Karpus Investment Management
New York
$2.88M -$1.35M -136,141 -32%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.44M -$66.7K -6,712 -3%
TFF
15
The Family Firm
Maryland
$2.31M +$41.3K +4,153 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.29M +$50.1K +5,041 +2%
Bank of America
17
Bank of America
North Carolina
$2.2M +$785K +78,964 +55%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$2.08M -$1.94K -195 -0.1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.03M +$278K +27,923 +16%
EW
20
Evoke Wealth
California
$1.81M +$1.81M +181,700 New
PAG
21
Private Advisor Group
New Jersey
$1.66M +$26K +2,619 +2%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.36M -$46.9K -4,715 -3%
FNBSF
23
First National Bank Sioux Falls
South Dakota
$1.34M -$84.5K -8,500 -6%
PMG
24
ProVise Management Group
Florida
$1.29M -$14.2K -1,425 -1%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.23M -$189K -19,000 -13%
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