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BlackRock Core Bond Trust
BHK

Overview Fund Activity

92 hedge funds and large institutions have $120M invested in BlackRock Core Bond Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
34
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43M
2
KAS
Kestra Advisory Services
Texas
+$1.31M
3
LPL Financial
LPL Financial
California
+$1.22M
4
GC
Guggenheim Capital
Illinois
+$901K
5
UBS Group
UBS Group
Switzerland
+$609K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$10.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.39M
3
BRWA
B. Riley Wealth Advisors
Florida
-$1.36M
4
PI
PFG Investments
New York
-$1.08M
5
Wells Fargo
Wells Fargo
California
-$822K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.8M +$1.43M +134,370 +5%
UBS Group
2
UBS Group
Switzerland
$11.4M +$609K +57,148 +6%
LPL Financial
3
LPL Financial
California
$10.8M +$1.22M +114,968 +13%
GC
4
Guggenheim Capital
Illinois
$4.36M +$901K +84,556 +26%
RJA
5
Raymond James & Associates
Florida
$3.98M -$10.1M -946,359 -72%
Invesco
6
Invesco
Georgia
$3.8M -$560K -52,543 -13%
SFC
7
SYM Financial Corp
Indiana
$3.6M – – –
Wells Fargo
8
Wells Fargo
California
$3.17M -$822K -77,176 -21%
Bank of America
9
Bank of America
North Carolina
$3.14M +$497K +46,689 +19%
DAS
10
Dynamic Advisor Solutions
Arizona
$2.89M +$130K +12,212 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.79M +$394K +37,038 +16%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.56M -$63.3K -5,946 -2%
TFF
13
The Family Firm
Maryland
$2.42M +$14.3K +1,341 +0.6%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$2.27M – – –
Stifel Financial
15
Stifel Financial
Missouri
$2.11M -$306K -28,764 -13%
PAG
16
Private Advisor Group
New Jersey
$2.06M +$128K +12,059 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M +$9.5K +892 +0.7%
CIA
18
Capital Investment Advisors
Georgia
$1.36M -$18.5K -1,736 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.32M +$82.4K +7,736 +7%
KAS
20
Kestra Advisory Services
Texas
$1.31M +$1.31M +123,326 New
PMG
21
ProVise Management Group
Florida
$1.28M -$30.9K -2,900 -2%
EW
22
Evoke Wealth
California
$1.18M -$559K -52,500 -32%
CPRC
23
Consolidated Portfolio Review Corp
New York
$1.18M +$120K +11,274 +11%
SAM
24
Selway Asset Management
$1.16M -$73.5K -6,900 -6%
AWM
25
Accel Wealth Management
Iowa
$1.05M -$4.78K -449 -0.5%
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