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BlackRock Core Bond Trust
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Overview Fund Activity

91 hedge funds and large institutions have $115M invested in BlackRock Core Bond Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.59M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$1.11M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.42M
4
RAM
4
Readystate Asset Management
Illinois
$627K
5
Bank of America
5
Bank of America
North Carolina
$3.99M

Top Sellers

1
SFC
1
SYM Financial Corp
Indiana
$0
2
IAIM
2
International Assets Investment Management
Florida
$181K
3
EW
3
Evoke Wealth
California
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24M 2,298,205 -117,821 -5%
LPL Financial
2
LPL Financial
California
$12.8M 1,222,614 +3,097 +0.3%
UBS Group
3
UBS Group
Switzerland
$11.9M 1,132,965 -12,610 -1%
GC
4
Guggenheim Capital
Illinois
$7.59M 725,325 +177,672 +32%
Raymond James Financial
5
Raymond James Financial
Florida
$6.4M 612,047 +612,047 New
Wells Fargo
6
Wells Fargo
California
$4.14M 395,814 +8,437 +2%
Invesco
7
Invesco
Georgia
$4.02M 384,369 +20,525 +6%
Bank of America
8
Bank of America
North Carolina
$3.99M 381,791 +45,427 +14%
DAS
9
Dynamic Advisor Solutions
Arizona
$3.18M 303,989 +32,538 +12%
PAG
10
Private Advisor Group
New Jersey
$2.62M 250,649 +13,279 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.51M 240,136 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$2.42M 231,302 +75,324 +48%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$2.36M 225,190 – –
TFF
14
The Family Firm
Maryland
$2.28M 217,677 -4,552 -2%
Stifel Financial
15
Stifel Financial
Missouri
$1.64M 156,802 -16,600 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.43M 136,485 +13,992 +11%
PTC
17
Private Trust Company
Ohio
$1.24M 118,524 +2,225 +2%
PMG
18
ProVise Management Group
Florida
$1.24M 118,474 -2,553 -2%
CIA
19
Capital Investment Advisors
Georgia
$1.23M 117,712 -6,129 -5%
IWA
20
IBEX Wealth Advisors
New Jersey
$1.11M 106,119 +106,119 New
SAM
21
Selway Asset Management
$1.11M 105,915 +1,600 +2%
AWM
22
Accel Wealth Management
Iowa
$982K 93,851 -1,160 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$978K 93,542 -9,766 -9%
MWM
24
Melfa Wealth Management
Massachusetts
$948K 90,654 – –
Comerica Bank
25
Comerica Bank
Texas
$833K 79,611 +5,964 +8%
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