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BlackRock Core Bond Trust
BHK

Overview Fund Activity

89 hedge funds and large institutions have $137M invested in BlackRock Core Bond Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.45M
2
GC
Guggenheim Capital
Illinois
+$1.67M
3
Wells Fargo
Wells Fargo
California
+$1.08M
4
UBS Group
UBS Group
Switzerland
+$874K
5
EW
Evoke Wealth
California
+$632K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.49M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.16M
3
FNBSF
First National Bank Sioux Falls
South Dakota
-$602K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$546K
5
RJA
Raymond James & Associates
Florida
-$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.1M -$3.49M -289,549 -11%
LPL Financial
2
LPL Financial
California
$14.7M +$2.45M +203,834 +20%
UBS Group
3
UBS Group
Switzerland
$13.8M +$874K +72,574 +7%
GC
4
Guggenheim Capital
Illinois
$6.59M +$1.67M +138,685 +34%
Wells Fargo
5
Wells Fargo
California
$4.66M +$1.08M +89,581 +30%
Invesco
6
Invesco
Georgia
$4.38M +$80K +6,641 +2%
SFC
7
SYM Financial Corp
Indiana
$4.07M – – –
Bank of America
8
Bank of America
North Carolina
$4.05M +$505K +41,907 +14%
RJA
9
Raymond James & Associates
Florida
$4M -$500K -41,503 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.35M +$200K +16,615 +6%
DAS
11
Dynamic Advisor Solutions
Arizona
$3.27M +$1.96K +163 +0.1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.89M – – –
PAG
13
Private Advisor Group
New Jersey
$2.86M +$534K +44,366 +23%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$2.71M +$146K +12,110 +6%
TFF
15
The Family Firm
Maryland
$2.68M -$63.8K -5,296 -2%
Stifel Financial
16
Stifel Financial
Missouri
$2.09M -$297K -24,701 -12%
EW
17
Evoke Wealth
California
$1.97M +$632K +52,500 +47%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.88M +$298K +24,791 +19%
CIA
19
Capital Investment Advisors
Georgia
$1.49M -$44.6K -3,706 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.48M -$13K -1,078 -0.9%
KAS
21
Kestra Advisory Services
Texas
$1.47M -$15.6K -1,295 -1%
PMG
22
ProVise Management Group
Florida
$1.46M +$5.84K +485 +0.4%
PTC
23
Private Trust Company
Ohio
$1.4M +$217K +17,992 +18%
SAM
24
Selway Asset Management
$1.26M -$51.8K -4,300 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.24M +$229K +19,050 +23%
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