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