BlackRock Core Bond Trust
BHK- Exchange
- NYSE
- SEC CIK
- 0001160864
No open-market purchases or sales by BlackRock Core Bond Trust insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $266.7M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in BlackRock Core Bond Trust as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 99
- −4 vs. Q4 2022
- Shares held
- 14.0M
- −1.10M (−7.3%) vs. Q4 2022
- Total value
- $151.4M
- −$3.50M (−2.3%) vs. Q4 2022
- New holders
- 13
- 33 more added
- Sold out
- 17
- 33 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $266.7M |
| Q1 2026 | 105 | $250.7M |
| Q4 2025 | 118 | $261.4M |
| Q3 2025 | 108 | $276.0M |
| Q2 2025 | 112 | $263.9M |
| Q1 2025 | 96 | $131.1M |
| Q4 2024 | 95 | $117.5M |
| Q3 2024 | 92 | $139.9M |
| Q2 2024 | 96 | $122.5M |
| Q1 2024 | 102 | $134.3M |
| Q4 2023 | 106 | $145.7M |
| Q3 2023 | 97 | $144.9M |
| Q2 2023 | 97 | $153.4M |
| Q1 2023 | 99 | $151.4M |
| Q4 2022 | 105 | $155.1M |
| Q3 2022 | 105 | $146.6M |
| Q2 2022 | 108 | $166.1M |
| Q1 2022 | 109 | $166.4M |
| Q4 2021 | 117 | $204.5M |
| Q3 2021 | 108 | $210.6M |
| Q2 2021 | 112 | $213.6M |
| Q1 2021 | 113 | $208.8M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Core Bond Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Capital Management | 67 | $1.00K | 0.00% | +67 | New |
| Whittier Trust Co | 201 | $2.18K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 244 | $2.65K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 257 | $2.79K | 0.00% | +257 | New |
| EverSource Wealth Advisors, LLC | 274 | $2.97K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 390 | $4.23K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 480 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 547 | $5.93K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 547 | $5.93K | 0.00% | +11+2.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,183 | $13.0K | 0.00% | +1,183 | New |
| Gs Investments, Inc. | 1,350 | $14.6K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,452 | $15.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,941 | $21.0K | 0.00% | +122+6.7% | Added |
| Hollencrest Capital Management | 2,009 | $21.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,040 | $22.1K | 0.00% | +2,040 | New |
| Capital Advisors, Ltd. LLC | 2,220 | $24.0K | 0.00% | −4,224−65.5% | Reduced |
| Ancora Advisors, LLC | 3,050 | $33.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,891 | $37.3K | 0.00% | −7,672−72.6% | Reduced |
| Anchor Investment Management, LLC | 3,700 | $40.1K | 0.01% | −500−11.9% | Reduced |
| Horan Securities, Inc. | 4,078 | $44.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,178 | $45.3K | 0.00% | +4,178 | New |
| JNBA Financial Advisors | 4,292 | $46.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,491 | $59.5K | 0.00% | +919+20.1% | Added |
| Creative Financial Designs Inc | 6,951 | $75.3K | 0.01% | +6,951 | New |
| Advisory Services Network, LLC | 9,254 | $100.3K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 10,755 | $117.0K | 0.00% | +36+0.3% | Added |
| Mariner, LLC | 11,797 | $128.0K | 0.00% | +1,531+14.9% | Added |
| Atlantic Union Bankshares Corp | 11,929 | $129.3K | 0.01% | −1,700−12.5% | Reduced |
| Truist Financial Corp | 12,009 | $130.2K | 0.00% | −853−6.6% | Reduced |
| Jane Street Group, LLC | 12,419 | $134.6K | 0.00% | +12,419 | New |
| CI Private Wealth, LLC | 12,430 | $134.7K | 0.00% | +12,430 | New |
| Bartlett & Co. Wealth Management LLC | 12,810 | $138.9K | 0.00% | −4,448−25.8% | Reduced |
| Bartlett & Co. LLC | 12,810 | $139.0K | 0.00% | −4,448−25.8% | Reduced |
| Millennium Management LLC | 12,915 | $140.0K | 0.00% | +12,915 | New |
| Detalus Advisors, LLC | 13,901 | $150.7K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,658 | $159.0K | 0.00% | +14,640+81,333.3% | Added |
| Scotia Capital Inc. | 15,106 | $163.7K | 0.00% | +15,106 | New |
| Change Path, LLC | 15,234 | $165.0K | 0.01% | +15,234 | New |
| Envestnet Asset Management Inc | 15,335 | $166.2K | 0.00% | −10,278−40.1% | Reduced |
| Pinnacle Associates Ltd | 17,045 | $184.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17,625 | $191.1K | 0.03% | −393−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 18,879 | $205.0K | 0.00% | +3,875+25.8% | Added |
| Kovack Advisors, Inc. | 19,989 | $216.7K | 0.03% | +95+0.5% | Added |
| Ramiah Investment Group | 20,727 | $224.7K | 0.20% | −206−1.0% | Reduced |
| RVW Wealth, LLC | 24,800 | $268.8K | 0.03% | +24,800 | New |
| Patten Group, Inc. | 26,661 | $289.0K | 0.09% | −443−1.6% | Reduced |
| Cetera Investment Advisers | 27,416 | $297.2K | 0.00% | −99,743−78.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,623 | $299.4K | 0.00% | +7,871+39.8% | Added |
| 9258 Wealth Management, LLC | 28,431 | $308.2K | 0.06% | −985−3.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 28,913 | $313.4K | 0.10% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 29,113 | $315.6K | 0.34% | −999−3.3% | Reduced |
| Sigma Planning Corp | 29,809 | $323.1K | 0.01% | +380+1.3% | Added |
| First Manhattan Co | 31,900 | $345.8K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 38,814 | $420.7K | 0.29% | −900−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,465 | $428.0K | 0.00% | −2,705−6.4% | Reduced |
| Sanders Morris Harris LLC | 40,155 | $435.3K | 0.15% | +40,155 | New |
| Ameriprise Financial Inc | 43,878 | $475.6K | 0.00% | +4,548+11.6% | Added |
| Waterfront Wealth Inc. | 44,618 | $483.7K | 0.16% | −329−0.7% | Reduced |
| GWM Advisors LLC | 44,886 | $495.4K | 0.01% | +5,350+13.5% | Added |
| Accel Wealth Management | 51,695 | $560.4K | 0.23% | +3,808+8.0% | Added |
| Ellis Investment Partners, LLC | 54,597 | $591.8K | 0.15% | +19,063+53.6% | Added |
| Private Trust Co NA | 56,289 | $610.2K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 61,754 | $669.0K | 0.00% | +7,160+13.1% | Added |
| Sowell Financial Services LLC | 62,737 | $680.0K | 0.05% | +43+0.1% | Added |
| Melfa Wealth Management, LLC | 63,429 | $687.6K | 0.69% | −706−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 65,877 | $714.1K | 0.00% | −11,046−14.4% | Reduced |
| Atria Wealth Solutions, Inc. | 68,313 | $740.5K | 0.01% | −11,151−14.0% | Reduced |
| Rockefeller Capital Management L.P. | 74,942 | $812.0K | 0.00% | +39,550+111.7% | Added |
| Oder Investment Management, LLC | 82,835 | $897.9K | 1.05% | +8,348+11.2% | Added |
| First National Bank & Trust Co of Newtown | 85,990 | $932.1K | 0.21% | −4,526−5.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 87,613 | $949.7K | 0.75% | −3,926−4.3% | Reduced |
| Wela Strategies, Inc. | 88,415 | $958.4K | 0.51% | +883+1.0% | Added |
| Royal Bank of Canada | 93,765 | $1.02M | 0.00% | +26,520+39.4% | Added |
| Selway Asset Management | 130,065 | $1.41M | 0.68% | +10,500+8.8% | Added |
| Cetera Advisor Networks LLC | 132,125 | $1.43M | 0.01% | +40.0% | Added |
| ProVise Management Group, LLC | 134,952 | $1.46M | 0.14% | −12,335−8.4% | Reduced |
| RHS Financial, LLC | 137,802 | $1.49M | 1.14% | −126,616−47.9% | Reduced |
| First National Bank Sioux Falls | 143,000 | $1.55M | 1.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 147,777 | $1.60M | 0.04% | −7,835−5.0% | Reduced |
| Thrivent Financial for Lutherans | 151,527 | $1.64M | 0.00% | −52,400−25.7% | Reduced |
| Bank of America Corp | 154,434 | $1.67M | 0.00% | +43,078+38.7% | Added |
| Private Advisor Group, LLC | 156,880 | $1.70M | 0.02% | +11,256+7.7% | Added |
| Evoke Wealth, LLC | 179,200 | $1.94M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 207,460 | $2.25M | 0.00% | +13,149+6.8% | Added |
| Fiera Capital Corp | 209,748 | $2.27M | 0.01% | −3,861−1.8% | Reduced |
| Family Firm, Inc. | 213,565 | $2.32M | 0.64% | +15,087+7.6% | Added |
| Dynamic Advisor Solutions LLC | 280,020 | $3.04M | 0.18% | +8,536+3.1% | Added |
| Guggenheim Capital LLC | 291,714 | $3.16M | 0.03% | +45,072+18.3% | Added |
| Sym Financial Corp | 337,858 | $3.66M | 0.81% | +162,950+93.2% | Added |
| Wells Fargo & Company | 399,786 | $4.33M | 0.00% | +26,269+7.0% | Added |
| Invesco Ltd. | 429,707 | $4.66M | 0.00% | −82,594−16.1% | Reduced |
| Karpus Management, Inc. | 438,408 | $4.75M | 0.15% | −54,814−11.1% | Reduced |
| Stifel Financial Corp | 463,598 | $5.03M | 0.01% | −514−0.1% | Reduced |
| LPL Financial LLC | 687,764 | $7.46M | 0.01% | +39,367+6.1% | Added |
| Raymond James & Associates | 741,696 | $8.04M | 0.01% | +162,806+28.1% | Added |
| UBS Group AG | 879,597 | $9.53M | 0.00% | −121,483−12.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,015,447 | $11.0M | 0.02% | −100,357−9.0% | Reduced |
| Sit Investment Associates Inc | 1,589,302 | $17.2M | 0.47% | +332,756+26.5% | Added |
| Morgan Stanley | 2,474,151 | $26.8M | 0.00% | −138,898−5.3% | Reduced |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −605,281−100.0% | Sold out |