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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 %
Morgan Stanley
1
Morgan Stanley
New York
$50.5M +$26.4M +2,416,058 +109%
RJA
2
Raymond James & Associates
Florida
$11.2M +$863K +79,057 +8%
UBS Group
3
UBS Group
Switzerland
$10.4M -$430K -39,376 -4%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.97M -$899K -82,395 -9%
CIA
5
Capital Investment Advisors
Georgia
$8.49M +$50.6K +4,642 +0.6%
LPL Financial
6
LPL Financial
California
$7.76M -$486K -44,575 -6%
SIA
7
Sit Investment Associates
Minnesota
$6.65M -$8.36M -766,733 -56%
Invesco
8
Invesco
Georgia
$5.31M +$68.9K +6,318 +1%
Wells Fargo
9
Wells Fargo
California
$4.49M -$1.42M -130,356 -24%
SFC
10
SYM Financial Corp
Indiana
$3.69M – – –
GC
11
Guggenheim Capital
Illinois
$3.52M +$171K +15,711 +5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.68M +$459K +42,060 +21%
DAS
13
Dynamic Advisor Solutions
Arizona
$2.68M +$4.27K +392 +0.2%
Stifel Financial
14
Stifel Financial
Missouri
$2.51M -$1.53M -139,859 -38%
TFF
15
The Family Firm
Maryland
$2.45M -$93.1K -8,531 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.29M -$222K -20,308 -9%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$2.29M – – –
Bank of America
18
Bank of America
North Carolina
$2.04M -$373K -34,149 -15%
PAG
19
Private Advisor Group
New Jersey
$1.83M +$13.4K +1,230 +0.7%
PMG
20
ProVise Management Group
Florida
$1.36M -$61.7K -5,658 -4%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.35M – – –
SAM
22
Selway Asset Management
$1.26M -$49.1K -4,500 -4%
CPRC
23
Consolidated Portfolio Review Corp
New York
$1.22M +$250K +22,935 +26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.21M -$23.6K -2,166 -2%
FNBSF
25
First National Bank Sioux Falls
South Dakota
$1.21M -$257K -23,539 -18%
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