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, Q2 2023
Institutional positions in BlackRock Core Bond Trust as of Jun 30, 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
- 97
- −1 vs. Q1 2023
- Shares held
- 14.4M
- +450.0K (+3.2%) vs. Q1 2023
- Total value
- $153.4M
- +$1.94M (+1.3%) vs. Q1 2023
- New holders
- 8
- 29 more added
- Sold out
- 9
- 35 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Core Bond Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 23 | $245 | 0.00% | +23 | New |
| Founders Capital Management | 67 | $713 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $2.14K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 244 | $2.60K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 257 | $2.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 274 | $2.92K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 390 | $4.05K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 480 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 547 | $5.82K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 559 | $5.94K | 0.00% | +12+2.2% | Added |
| Gs Investments, Inc. | 1,350 | $14.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,452 | $15.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,600 | $16.9K | 0.00% | +1,600 | New |
| Harbour Investments, Inc. | 1,941 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,009 | $21.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,040 | $21.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,220 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,050 | $32.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,200 | $34.0K | 0.00% | −500−13.5% | Reduced |
| IFP Advisors, Inc | 2,891 | $37.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,292 | $45.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,555 | $48.5K | 0.00% | −936−17.0% | Reduced |
| Elequin Capital LP | 7,159 | $76.2K | 0.04% | +7,159 | New |
| Steward Partners Investment Advisory, LLC | 7,222 | $76.8K | 0.00% | −20,401−73.9% | Reduced |
| Creative Financial Designs Inc | 7,805 | $83.0K | 0.01% | +854+12.3% | Added |
| Mariner, LLC | 10,103 | $107.5K | 0.00% | −1,694−14.4% | Reduced |
| RHS Financial, LLC | 11,137 | $118.5K | 0.09% | −126,665−91.9% | Reduced |
| CI Private Wealth, LLC | 11,420 | $121.5K | 0.00% | −1,010−8.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,424 | $121.6K | 0.00% | −1,386−10.8% | Reduced |
| Bartlett & Co. LLC | 11,424 | $122.0K | 0.00% | −1,386−10.8% | Reduced |
| JPMorgan Chase & Co | 11,526 | $122.6K | 0.00% | −3,132−21.4% | Reduced |
| Truist Financial Corp | 11,800 | $125.6K | 0.00% | −209−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 11,929 | $126.9K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,722 | $135.4K | 0.00% | −6,157−32.6% | Reduced |
| Detalus Advisors, LLC | 13,901 | $147.9K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 13,910 | $148.0K | 0.10% | +13,910 | New |
| Scotia Capital Inc. | 14,835 | $157.8K | 0.00% | −271−1.8% | Reduced |
| Envestnet Asset Management Inc | 15,684 | $166.9K | 0.00% | +349+2.3% | Added |
| Change Path, LLC | 15,914 | $169.0K | 0.01% | +680+4.5% | Added |
| Pinnacle Associates Ltd | 16,546 | $176.0K | 0.00% | −499−2.9% | Reduced |
| Janney Montgomery Scott LLC | 16,983 | $181.0K | 0.00% | +16,983 | New |
| Cetera Investment Advisers | 17,373 | $184.8K | 0.00% | −10,043−36.6% | Reduced |
| International Assets Investment Management, LLC | 17,500 | $186.2K | 0.03% | −125−0.7% | Reduced |
| Kovack Advisors, Inc. | 20,070 | $213.5K | 0.03% | +81+0.4% | Added |
| Ramiah Investment Group | 20,769 | $221.0K | 0.22% | +42+0.2% | Added |
| RVW Wealth, LLC | 24,800 | $263.9K | 0.03% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 25,012 | $266.1K | 0.06% | +25,012 | New |
| Patten Group, Inc. | 27,461 | $292.2K | 0.08% | +800+3.0% | Added |
| 9258 Wealth Management, LLC | 28,296 | $301.1K | 0.06% | −135−0.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 28,447 | $302.7K | 0.09% | −466−1.6% | Reduced |
| Semus Wealth Partners LLC | 29,688 | $315.9K | 0.29% | +575+2.0% | Added |
| First Manhattan Co | 31,900 | $339.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,597 | $400.0K | 0.00% | −1,868−4.7% | Reduced |
| Waterfront Wealth Inc. | 37,929 | $405.8K | 0.12% | −6,689−15.0% | Reduced |
| Sanders Morris Harris LLC | 40,155 | $427.3K | 0.09% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 41,637 | $443.0K | 0.28% | +2,823+7.3% | Added |
| Ameriprise Financial Inc | 42,098 | $449.4K | 0.00% | −1,780−4.1% | Reduced |
| GWM Advisors LLC | 51,286 | $545.7K | 0.01% | +6,400+14.3% | Added |
| Advisor Group Holdings, Inc. | 56,298 | $599.0K | 0.00% | −9,579−14.5% | Reduced |
| Private Trust Co NA | 57,453 | $611.3K | 0.08% | +1,164+2.1% | Added |
| Sowell Financial Services LLC | 62,782 | $668.0K | 0.04% | +45+0.1% | Added |
| Ellis Investment Partners, LLC | 64,156 | $682.6K | 0.17% | +9,559+17.5% | Added |
| Melfa Wealth Management, LLC | 64,609 | $687.4K | 0.70% | +1,180+1.9% | Added |
| Accel Wealth Management | 65,236 | $694.1K | 0.38% | +13,541+26.2% | Added |
| Atria Wealth Solutions, Inc. | 68,325 | $727.0K | 0.01% | +120.0% | Added |
| Commonwealth Equity Services, LLC | 71,106 | $757.0K | 0.00% | +9,352+15.1% | Added |
| Oder Investment Management, LLC | 80,253 | $853.9K | 0.94% | −2,582−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 84,429 | $898.3K | 0.19% | −1,561−1.8% | Reduced |
| Wela Strategies, Inc. | 85,966 | $914.7K | 0.70% | −2,449−2.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 98,664 | $999.3K | 0.74% | +11,051+12.6% | Added |
| Royal Bank of Canada | 100,513 | $1.07M | 0.00% | +6,748+7.2% | Added |
| Clarity Financial LLC | 108,033 | $1.15M | 0.17% | +108,033 | New |
| Selway Asset Management | 129,465 | $1.38M | 0.60% | −600−0.5% | Reduced |
| ProVise Management Group, LLC | 131,425 | $1.40M | 0.13% | −3,527−2.6% | Reduced |
| National Asset Management, Inc. | 141,185 | $1.50M | 0.03% | −6,592−4.5% | Reduced |
| Bank of America Corp | 142,504 | $1.52M | 0.00% | −11,930−7.7% | Reduced |
| Thrivent Financial for Lutherans | 142,527 | $1.52M | 0.00% | −9,000−5.9% | Reduced |
| First National Bank Sioux Falls | 143,000 | $1.52M | 0.97% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 163,937 | $1.74M | 0.02% | +7,057+4.5% | Added |
| Rockefeller Capital Management L.P. | 175,947 | $1.87M | 0.01% | +101,005+134.8% | Added |
| Fiera Capital Corp | 209,748 | $2.23M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 225,197 | $2.40M | 0.00% | +17,737+8.5% | Added |
| Family Firm, Inc. | 228,598 | $2.43M | 0.64% | +15,033+7.0% | Added |
| Dynamic Advisor Solutions LLC | 252,385 | $2.69M | 0.14% | −27,635−9.9% | Reduced |
| Guggenheim Capital LLC | 275,043 | $2.93M | 0.02% | −16,671−5.7% | Reduced |
| Sym Financial Corp | 337,858 | $3.59M | 0.73% | 00.0% | Unchanged |
| Stifel Financial Corp | 354,837 | $3.78M | 0.01% | −108,761−23.5% | Reduced |
| Invesco Ltd. | 410,035 | $4.36M | 0.00% | −19,672−4.6% | Reduced |
| Wells Fargo & Company | 421,832 | $4.49M | 0.00% | +22,046+5.5% | Added |
| Karpus Management, Inc. | 425,638 | $4.53M | 0.14% | −12,770−2.9% | Reduced |
| Capital Investment Advisors, LLC | 725,205 | $7.72M | 0.24% | +725,205 | New |
| LPL Financial LLC | 744,122 | $7.92M | 0.01% | +56,358+8.2% | Added |
| Raymond James & Associates | 837,738 | $8.91M | 0.01% | +96,042+12.9% | Added |
| UBS Group AG | 914,784 | $9.73M | 0.00% | +35,187+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,027,633 | $10.9M | 0.02% | +12,186+1.2% | Added |
| Sit Investment Associates Inc | 1,612,950 | $17.2M | 0.45% | +23,648+1.5% | Added |
| Morgan Stanley | 2,388,118 | $25.4M | 0.00% | −86,033−3.5% | Reduced |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −179,200−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −132,125−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −29,809−100.0% | Sold out |