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 2025
Institutional positions in BlackRock Core Bond Trust as of Mar 31, 2025. 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
- 96
- +1 vs. Q4 2024
- Shares held
- 12.1M
- +861.8K (+7.7%) vs. Q4 2024
- Total value
- $131.1M
- +$13.7M (+11.6%) vs. Q4 2024
- New holders
- 11
- 32 more added
- Sold out
- 10
- 26 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding BlackRock Core Bond Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,281,535 | $24.8M | 0.00% | −16,670−0.7% | Reduced |
| LPL Financial LLC | 1,311,417 | $14.2M | 0.01% | +88,803+7.3% | Added |
| UBS Group AG | 1,279,004 | $13.9M | 0.00% | +146,039+12.9% | Added |
| Guggenheim Capital LLC | 855,104 | $9.28M | 0.09% | +129,779+17.9% | Added |
| Raymond James Financial Inc | 580,127 | $6.29M | 0.00% | −31,920−5.2% | Reduced |
| Wells Fargo & Company | 488,340 | $5.30M | 0.00% | +92,526+23.4% | Added |
| Bank of America Corp | 406,720 | $4.41M | 0.00% | +24,929+6.5% | Added |
| Invesco Ltd. | 384,522 | $4.17M | 0.00% | +1530.0% | Added |
| Dynamic Advisor Solutions LLC | 311,883 | $3.38M | 0.11% | +7,894+2.6% | Added |
| Private Advisor Group, LLC | 290,294 | $3.15M | 0.02% | +39,645+15.8% | Added |
| Rockefeller Capital Management L.P. | 240,036 | $2.60M | 0.01% | −1000.0% | Reduced |
| Family Firm, Inc. | 229,155 | $2.49M | 0.56% | +11,478+5.3% | Added |
| Advisor Group Holdings, Inc. | 225,571 | $2.45M | 0.01% | −5,731−2.5% | Reduced |
| Fiera Capital Corp | 225,190 | $2.44M | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 187,728 | $2.04M | 0.11% | +187,728 | New |
| Commonwealth Equity Services, LLC | 162,477 | $1.76M | 0.00% | +25,992+19.0% | Added |
| Stifel Financial Corp | 144,626 | $1.57M | 0.00% | −12,176−7.8% | Reduced |
| ProVise Management Group, LLC | 121,149 | $1.31M | 0.11% | +2,675+2.3% | Added |
| Private Trust Co NA | 120,460 | $1.31M | 0.13% | +1,936+1.6% | Added |
| Capital Investment Advisors, LLC | 117,951 | $1.28M | 0.03% | +239+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 115,637 | $1.25M | 0.47% | +4,984+4.5% | Added |
| NWF Advisory Services Inc. | 110,050 | $1.19M | 0.17% | +110,050 | New |
| National Asset Management, Inc. | 108,091 | $1.17M | 0.04% | +108,091 | New |
| Ibex Wealth Advisors | 104,587 | $1.13M | 0.15% | −1,532−1.4% | Reduced |
| Royal Bank of Canada | 94,643 | $1.03M | 0.00% | +1,101+1.2% | Added |
| Selway Asset Management | 94,465 | $1.02M | 0.42% | −11,450−10.8% | Reduced |
| Melfa Wealth Management, LLC | 87,154 | $945.6K | 0.64% | −3,500−3.9% | Reduced |
| Comerica Bank | 81,215 | $881.2K | 0.00% | +1,604+2.0% | Added |
| First National Bank & Trust Co of Newtown | 77,797 | $844.1K | 0.18% | −468−0.6% | Reduced |
| Patten Group, Inc. | 73,393 | $796.3K | 0.18% | +12,694+20.9% | Added |
| Accel Wealth Management | 71,152 | $772.0K | 0.28% | −22,699−24.2% | Reduced |
| Sowell Financial Services LLC | 63,183 | $685.5K | 0.03% | +52+0.1% | Added |
| Oder Investment Management, LLC | 61,905 | $671.7K | 0.57% | +215+0.3% | Added |
| GWM Advisors LLC | 50,918 | $552.5K | 0.00% | +4,229+9.1% | Added |
| Atria Wealth Solutions, Inc. | 49,808 | $540.4K | 0.01% | −12,900−20.6% | Reduced |
| Ameriprise Financial Inc | 48,927 | $530.9K | 0.00% | +1,300+2.7% | Added |
| Cetera Investment Advisers | 47,442 | $514.8K | 0.00% | +47,442 | New |
| Cambridge Investment Research Advisors, Inc. | 46,613 | $506.0K | 0.00% | +19,698+73.2% | Added |
| Stratos Wealth Partners, LTD. | 44,518 | $483.0K | 0.01% | −2,446−5.2% | Reduced |
| Ellis Investment Partners, LLC | 44,118 | $478.7K | 0.10% | −711−1.6% | Reduced |
| Thrivent Financial for Lutherans | 40,075 | $435.0K | 0.00% | +6,746+20.2% | Added |
| Clarity Financial LLC | 40,008 | $434.1K | 0.05% | −5,500−12.1% | Reduced |
| Tolleson Wealth Management, Inc. | 29,548 | $320.6K | 0.06% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 29,284 | $317.7K | 0.21% | −3,944−11.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 25,553 | $277.2K | 0.08% | +25,553 | New |
| Ramiah Investment Group | 25,302 | $274.5K | 0.26% | −6,138−19.5% | Reduced |
| Warren Averett Asset Management, LLC | 25,239 | $273.8K | 0.00% | −640−2.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,355 | $264.3K | 0.01% | +11,747+93.2% | Added |
| TCG Advisory Services, LLC | 22,815 | $247.5K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,610 | $223.6K | 0.02% | +130+0.6% | Added |
| Advisory Services Network, LLC | 20,196 | $219.1K | 0.00% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $217.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 18,980 | $205.9K | 0.01% | −3,050−13.8% | Reduced |
| Susquehanna International Group, LLP | 18,433 | $200.0K | 0.00% | +18,433 | New |
| Clear Creek Financial Management, LLC | 18,179 | $197.2K | 0.02% | +18,179 | New |
| Intellus Advisors LLC | 18,002 | $195.3K | 0.03% | +1,230+7.3% | Added |
| Scotia Capital Inc. | 17,776 | $192.9K | 0.00% | +316+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 15,560 | $168.8K | 0.00% | +4,949+46.6% | Added |
| International Assets Investment Management, LLC | 15,417 | $167.3K | 0.01% | −1,900−11.0% | Reduced |
| Sanders Morris Harris LLC | 13,943 | $151.3K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,633 | $147.9K | 0.00% | +121+0.9% | Added |
| Consolidated Portfolio Review Corp | 13,548 | $147.0K | 0.02% | −159−1.2% | Reduced |
| Detalus Advisors, LLC | 12,581 | $136.5K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 11,840 | $128.5K | 0.00% | −800−6.3% | Reduced |
| Morse Asset Management, Inc | 11,700 | $126.9K | 0.03% | −113−1.0% | Reduced |
| HighTower Advisors, LLC | 11,129 | $120.8K | 0.00% | −717−6.1% | Reduced |
| Pinnacle Associates Ltd | 11,105 | $120.5K | 0.00% | 00.0% | Unchanged |
| First Citizens Financial Corp | 10,873 | $118.0K | 0.07% | −3,037−21.8% | Reduced |
| CI Private Wealth, LLC | 10,320 | $112.0K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,187 | $110.5K | 0.01% | −13,241−56.5% | Reduced |
| Gilman Hill Asset Management, LLC | 10,000 | $108.5K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 7,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,775 | $73.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,280 | $57.0K | 0.00% | +5,275+105,500.0% | Added |
| US Bancorp | 5,000 | $54.3K | 0.00% | +5,000 | New |
| Creative Financial Designs Inc | 4,605 | $50.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,292 | $46.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,000 | $43.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,590 | $39.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2,724 | $29.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,500 | $27.3K | 0.00% | +2,500 | New |
| The PNC Financial Services Group, Inc. | 2,488 | $27.0K | 0.00% | +2,488 | New |
| Anchor Investment Management, LLC | 1,800 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,661 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,655 | $18.0K | 0.00% | −966−36.9% | Reduced |
| Slocum, Gordon & Co LLP | 1,452 | $15.8K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,350 | $14.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 929 | $10.1K | 0.01% | +929 | New |
| United Community Bank | 800 | $8.68K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 647 | $7.02K | 0.00% | +14+2.2% | Added |
| Geneos Wealth Management Inc. | 547 | $5.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $5.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 201 | $2.18K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 200 | $2.17K | 0.00% | +100+100.0% | Added |
| CIBC Private Wealth Group, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −59,974−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −47,368−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,567−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,375−100.0% | Sold out |