BlackRock Core Bond TrustBHK
13F holders, Q1 2025 (March 31)96holders +2
11new positions
9sold out
$10.85avg. 13F price*
At the end of Q1 2025, 96 institutions reported holding BlackRock Core Bond Trust (BHK) in their 13F filings, up 2 from Q4 2024. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($24.8M), LPL Financial LLC ($14.2M) and UBS Group AG ($13.9M).
- Company
- BlackRock Core Bond Trust
- CUSIP
- 09249E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.7M |
| Exits | 9 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,169,711 shares bought and 313,211 shares sold, net +856,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 2,281,535 | $24.8M |
| LPL Financial LLC | 0.01% | Add +7.3% | 1,311,417 | $14.2M |
| UBS Group AG | 0.00% | Add +12.9% | 1,279,004 | $13.9M |
| Guggenheim Capital LLC | 0.09% | Add +17.9% | 855,104 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 580,127 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +23.4% | 488,340 | $5.3M |
| Bank of America Corp. | 0.00% | Add +6.5% | 406,720 | $4.4M |
| Invesco Ltd. | 0.00% | Add +0.0% | 384,522 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.6% | 311,883 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +15.8% | 290,294 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.0% | 240,036 | $2.6M |
| Family Firm, Inc. | 0.56% | Add +5.3% | 229,155 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 225,571 | $2.4M |
| Fiera Capital Corp | 0.01% | No change | 225,190 | $2.4M |
| StoneX Group Inc. | 0.11% | New | 187,728 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.0% | 162,477 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 144,626 | $1.6M |
| ProVise Management Group, LLC | 0.11% | Add +2.3% | 121,149 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +1.6% | 120,460 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.2% | 117,951 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.47% | Add +4.5% | 115,637 | $1.3M |
| NWF Advisory Services Inc. | 0.17% | New | 110,050 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 108,091 | $1.2M |
| Ibex Wealth Advisors | 0.15% | Reduce -1.4% | 104,587 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 94,643 | $1.0M |
| Selway Asset Management | 0.42% | Reduce -10.8% | 94,465 | $1.0M |
| Melfa Wealth Management, Inc. | 0.64% | Reduce -3.9% | 87,154 | $946K |
| Comerica Bank | 0.00% | Add +2.0% | 81,215 | $881K |
| First National Bank & Trust Co. of Newtown | 0.18% | Reduce -0.6% | 77,797 | $844K |
| Patten Group, Inc. | 0.18% | Add +20.9% | 73,393 | $796K |
| Accel Wealth Management | 0.28% | Reduce -24.2% | 71,152 | $772K |
| Sowell Financial Services LLC | 0.03% | Add +0.1% | 63,183 | $686K |
| Oder Investment Management, LLC | 0.57% | Add +0.3% | 61,905 | $672K |
| NewEdge Advisors, LLC | 0.00% | Add +9.1% | 50,918 | $552K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.6% | 49,808 | $540K |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 48,927 | $531K |
| Cetera Investment Advisers | 0.00% | New | 47,442 | $515K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +73.2% | 46,613 | $506K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.2% | 44,518 | $483K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -1.6% | 44,118 | $479K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.2% | 40,075 | $435K |
| Clarity Financial LLC | 0.05% | Reduce -12.1% | 40,008 | $434K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 29,548 | $321K |
| Valley Financial Group, Inc. | 0.21% | Reduce -11.9% | 29,284 | $318K |
| Shulman DeMeo Asset Management LLC | 0.08% | New | 25,553 | $277K |
| Ramiah Investment Group | 0.26% | Reduce -19.5% | 25,302 | $275K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.5% | 25,239 | $274K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +93.2% | 24,355 | $264K |
| HUB Investment Partners, LLC | 0.01% | No change | 22,815 | $248K |
| Kovack Advisors, Inc. | 0.02% | Add +0.6% | 20,610 | $224K |
| Advisory Services Network, LLC | 0.00% | No change | 20,196 | $219K |
| Iams Wealth Management, LLC | 0.10% | No change | 20,000 | $217K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -13.8% | 18,980 | $206K |
| Susquehanna International Group, LLP | 0.00% | New | 18,433 | $200K |
| Clear Creek Financial Management, LLC | 0.02% | New | 18,179 | $197K |
| Intellus Advisors LLC | 0.03% | Add +7.3% | 18,002 | $195K |
| Scotia Capital Inc. | 0.00% | Add +1.8% | 17,776 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.6% | 15,560 | $169K |
| International Assets Investment Management, LLC | 0.01% | Reduce -11.0% | 15,417 | $167K |
| Sanders Morris Harris LLC | 0.02% | No change | 13,943 | $151K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.9% | 13,633 | $148K |
| Consolidated Portfolio Review Corp | 0.02% | Reduce -1.2% | 13,548 | $147K |
| Detalus Advisors, LLC | 0.04% | No change | 12,581 | $137K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -6.3% | 11,840 | $128K |
| Morse Asset Management, Inc | 0.03% | Reduce -1.0% | 11,700 | $127K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 11,129 | $121K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,105 | $120K |
| First Citizens Financial Corp | 0.07% | Reduce -21.8% | 10,873 | $118K |
| Corient Private Wealth LP | 0.00% | No change | 10,320 | $112K |
| Titleist Asset Management, LLC | 0.01% | Reduce -56.5% | 10,187 | $111K |
| Gilman Hill Asset Management, LLC | 0.02% | No change | 10,000 | $109K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 7,200 | $78K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,775 | $74K |
| Lanark Financial, Inc. | 0.00% | — | 5,280 | $57K |
| US Bancorp \de | 0.00% | New | 5,000 | $54K |
| Creative Financial Designs Inc. | 0.00% | No change | 4,605 | $50K |
| JNBA Financial Advisors | 0.00% | No change | 4,292 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 4,000 | $43K |
| MAI Capital Management | 0.00% | No change | 3,590 | $39K |
| NBT Bank, N.A. | 0.00% | No change | 2,724 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,500 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,488 | $27K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,800 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 1,661 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -36.9% | 1,655 | $18K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 1,452 | $16K |
| GS Investments, Inc. | 0.01% | No change | 1,350 | $15K |
| Ameriflex Group, Inc. | 0.00% | No change | 1,000 | $11K |
| Kiker Wealth Management, LLC | 0.01% | New | 929 | $10K |
| United Community Bank | 0.00% | No change | 800 | $9K |
| West Branch Capital LLC | 0.00% | Add +2.2% | 647 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 547 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 500 | $5K |
| Whittier Trust Co. | 0.00% | No change | 201 | $2K |
| JPMorgan Chase & Co. | 0.00% | Add +100.0% | 200 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is BHK's weight in each manager's 13F, not the share of BlackRock Core Bond Trust the manager owns.