Vault-13

BLACKROCK CORE BD TR BHK

SHS BEN INT · Closed-End Fund · CUSIP 09249E101

97 institutional holders +1 vs Q4 2024
12,087,38712.1m shares reported held*
$131.1mreported value*
11 new 33 added 26 reduced 10 sold out net bought ≈ $9.3m (+862.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.85.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 106Q4 22: 105Q1 23: 99Q2 23: 98Q3 23: 98Q4 23: 107Q1 24: 103Q2 24: 97Q3 24: 93Q4 24: 96Q1 25: 9797Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022106
Q4 2022105
Q1 202399
Q2 202398
Q3 202398
Q4 2023107
Q1 2024103
Q2 202497
Q3 202493
Q4 202496
Q1 202597

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 23: 36 bought or addedQ2 23: 44 cut or sold outQ3 23: 36 bought or addedQ3 23: 45 cut or sold outQ3 23Q4 23: 46 bought or addedQ4 23: 44 cut or sold outQ1 24: 46 bought or addedQ1 24: 41 cut or sold outQ1 24Q2 24: 43 bought or addedQ2 24: 37 cut or sold outQ3 24: 43 bought or addedQ3 24: 39 cut or sold outQ3 24Q4 24: 42 bought or addedQ4 24: 36 cut or sold outQ1 25: 44 bought or addedQ1 25: 36 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233644
Q3 20233645
Q4 20234644
Q1 20244641
Q2 20244337
Q3 20244339
Q4 20244236
Q1 20254436

Biggest buyers

StoneX Group Inc. New +187,728+187.7k
UBS Group AG Added +146,039+146.0k
GUGGENHEIM CAPITAL LLC Added +129,779+129.8k
NWF Advisory Services Inc. New +110,050+110.0k
B. Riley Wealth Advisors, Inc. New +108,091+108.1k
WELLS FARGO & COMPANY/MN Added +92,526+92.5k
LPL Financial LLC Added +88,803+88.8k
Cetera Investment Advisers New +47,442+47.4k
Private Advisor Group, LLC Added +39,645+39.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +25,992+26.0k

Biggest sellers

READYSTATE ASSET MANAGEMENT LP Sold out -59,974-60.0k
Marex Group Ltd Sold out -47,368-47.4k
RAYMOND JAMES FINANCIAL INC Reduced -31,920-31.9k
Accel Wealth Management Reduced -22,699-22.7k
MORGAN STANLEY Reduced -16,670-16.7k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -14,567-14.6k
TITLEIST ASSET MANAGEMENT, LLC Reduced -13,241-13.2k
Atria Wealth Solutions, Inc. Reduced -12,900-12.9k
Elequin Capital, LP Sold out -12,375-12.4k
CITADEL ADVISORS LLC Sold out -12,220-12.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2025-07-07 13.9% new 10.1m≈ $92.2m 2025-07-07

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1140——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,281,5352.3m $24.8m $24.8m 0.00% Reduced -16.7k -16,670
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,311,4171.3m $14.2m $14.2m 0.01% Added +88.8k +88,803
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,279,0041.3m $13.9m $13.9m 0.00% Added +146.0k +146,039
4 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 855,104855.1k $9.3m $9.3m 0.09% Added +129.8k +129,779
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 580,127580.1k $6.3m $6.3m 0.00% Reduced -31.9k -31,920
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 488,340488.3k $5.3m $5.3m 0.00% Added +92.5k +92,526
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 406,720406.7k $4.4m $4.4m 0.00% Added +24.9k +24,929
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 384,522384.5k $4.2m $4.2m 0.00% Added +153 +153
9 Dynamic Advisor Solutions LLC 0.11% of their portfolio PHOENIX, AZ 311,883311.9k $3.4m $3.4m 0.11% Added +7.9k +7,894
10 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 290,294290.3k $3.1m $3.1m 0.02% Added +39.6k +39,645
11 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 240,036240.0k $2.6m $2.6m 0.01% Reduced -100 -100
12 Family Firm, Inc. 0.56% of their portfolio BETHESDA, MD 229,155229.2k $2.5m $2.5m 0.56% Added +11.5k +11,478
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 225,571225.6k $2.4m $2.4m 0.01% Reduced -5.7k -5,731
14 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 225,190225.2k $2.4m $2.4m 0.01% Unchanged
15 StoneX Group Inc. 0.11% of their portfolio NEW YORK, NY 187,728187.7k $2.0m $2.0m 0.11% New
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 162,477162.5k $1.8m $1.8m 0.00% Added +26.0k +25,992
17 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 144,626144.6k $1.6m $1.6m 0.00% Reduced -12.2k -12,176
18 ProVise Management Group, LLC 0.11% of their portfolio CLEARWATER, FL 121,149121.1k $1.3m $1.3m 0.11% Added +2.7k +2,675
19 PRIVATE TRUST CO NA 0.13% of their portfolio CLEVELAND, OH 120,460120.5k $1.3m $1.3m 0.13% Added +1.9k +1,936
20 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 117,951118.0k $1.3m $1.3m 0.03% Added +239 +239
21 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.47% of their portfolio WALTHAM, MA 115,637115.6k $1.3m $1.3m 0.47% Added +5.0k +4,984
22 NWF Advisory Services Inc. 0.17% of their portfolio Los Angeles, CA 110,050110.0k $1.2m $1.2m 0.17% New
23 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 108,091108.1k $1.2m $1.2m 0.04% New
24 IBEX WEALTH ADVISORS 0.15% of their portfolio BEDMINSTER, NJ 104,587104.6k $1.1m $1.1m 0.15% Reduced -1.5k -1,532
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 94,64394.6k $1.0m $1.0m 0.00% Added +1.1k +1,101
26 Selway Asset Management 0.42% of their portfolio BOISE, ID 94,46594.5k $1.0m $1.0m 0.42% Reduced -11.4k -11,450
27 MELFA WEALTH MANAGEMENT, INC. 0.64% of their portfolio WESTBOROUGH, MA 87,15487.2k $945.6k $945.6k 0.64% Reduced -3.5k -3,500
28 COMERICA BANK 0.00% of their portfolio DALLAS, TX 81,21581.2k $881.2k $881.2k 0.00% Added +1.6k +1,604
29 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.18% of their portfolio NEWTOWN, PA 77,79777.8k $844.1k $844.1k 0.18% Reduced -468 -468
30 Patten Group, Inc. 0.18% of their portfolio CHATTANOOGA, TN 73,39373.4k $796.3k $796.3k 0.18% Added +12.7k +12,694
31 Accel Wealth Management 0.28% of their portfolio WAVERLY, IA 71,15271.2k $772.0k $772.0k 0.28% Reduced -22.7k -22,699
32 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 63,18363.2k $685.5k $685.5k 0.03% Added +52 +52
33 Oder Investment Management, LLC 0.57% of their portfolio WOODLAND HILLS, CA 61,90561.9k $671.7k $671.7k 0.57% Added +215 +215
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 50,91850.9k $552.5k $552.5k 0.00% Added +4.2k +4,229
35 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 49,80849.8k $540.4k $540.4k 0.01% Reduced -12.9k -12,900
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 48,92748.9k $530.9k $530.9k 0.00% Added +1.3k +1,300
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,44247.4k $514.8k $514.8k 0.00% New
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,61346.6k $506.0k $506.0k 0.00% Added +19.7k +19,698
39 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 44,51844.5k $483.0k $483.0k 0.01% Reduced -2.4k -2,446
40 Ellis Investment Partners, LLC 0.10% of their portfolio Berwyn, PA 44,11844.1k $478.7k $478.7k 0.10% Reduced -711 -711
41 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 40,07540.1k $435.0k $435.0k 0.00% Added +6.7k +6,746
42 Clarity Financial LLC 0.05% of their portfolio Houston, TX 40,00840.0k $434.1k $434.1k 0.05% Reduced -5.5k -5,500
43 Tolleson Wealth Management, Inc. 0.06% of their portfolio DALLAS, TX 29,54829.5k $320.6k $320.6k 0.06% Unchanged
44 Valley Financial Group, Inc. 0.21% of their portfolio AMBLER, PA 29,28429.3k $317.7k $317.7k 0.21% Reduced -3.9k -3,944
45 Shulman DeMeo Asset Management LLC 0.08% of their portfolio LAKE SUCCESS, NY 25,55325.6k $277.2k $277.2k 0.08% New
46 Ramiah Investment Group 0.26% of their portfolio BROOKFIELD, WI 25,30225.3k $274.5k $274.5k 0.26% Reduced -6.1k -6,138
47 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 25,23925.2k $273.8k $273.8k 0.00% Reduced -640 -640
48 Mesirow Financial Investment Management, Inc. 0.01% of their portfolio CHICAGO, IL 24,35524.4k $264.3k $264.3k 0.01% Added +11.7k +11,747
49 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 22,81522.8k $247.5k $247.5k 0.01% Unchanged
50 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 20,61020.6k $223.6k $223.6k 0.02% Added +130 +130
51 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 20,19620.2k $219.1k $219.1k 0.00% Unchanged
52 IAMS WEALTH MANAGEMENT, LLC 0.10% of their portfolio OMAHA, NE 20,00020.0k $217.0k $217.0k 0.10% Unchanged
53 Atlantic Union Bankshares Corp 0.01% of their portfolio GLEN ALLEN, VA 18,98019.0k $205.9k $205.9k 0.01% Reduced -3.0k -3,050
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,43318.4k $200.0k $200.0k 0.00% New
55 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 18,17918.2k $197.2k $197.2k 0.02% New
56 Intellus Advisors LLC 0.03% of their portfolio NAPLES, FL 18,00218.0k $195.3k $195.3k 0.03% Added +1.2k +1,230
57 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 17,77617.8k $192.9k $192.9k 0.00% Added +316 +316
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,56015.6k $168.8k $168.8k 0.00% Added +4.9k +4,949
59 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 15,41715.4k $167.3k $167.3k 0.01% Reduced -1.9k -1,900
60 SANDERS MORRIS HARRIS LLC 0.02% of their portfolio Houston, TX 13,94313.9k $151.3k $151.3k 0.02% Unchanged
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 13,63313.6k $147.9k $147.9k 0.00% Added +121 +121
62 Consolidated Portfolio Review Corp 0.02% of their portfolio WOODBURY, NY 13,54813.5k $147.0k $147.0k 0.02% Reduced -159 -159
63 Detalus Advisors, LLC 0.04% of their portfolio ST. LOUIS, MO 12,58112.6k $136.5k $136.5k 0.04% Unchanged
64 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 11,84011.8k $128.5k $128.5k 0.00% Reduced -800 -800
65 Morse Asset Management, Inc 0.03% of their portfolio DARIEN, CT 11,70011.7k $126.9k $126.9k 0.03% Reduced -113 -113
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,12911.1k $120.8k $120.8k 0.00% Reduced -717 -717
67 PINNACLE ASSOCIATES LTD 0.00% of their portfolio NEW YORK, NY 11,10511.1k $120.5k $120.5k 0.00% Unchanged
68 First Citizens Financial Corp 0.07% of their portfolio MASON CITY, IA 10,87310.9k $118.0k $118.0k 0.07% Reduced -3.0k -3,037
69 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,32010.3k $112.0k $112.0k 0.00% Unchanged
70 TITLEIST ASSET MANAGEMENT, LLC 0.01% of their portfolio SAN ANTONIO, TX 10,18710.2k $110.5k $110.5k 0.01% Reduced -13.2k -13,241
71 Gilman Hill Asset Management, LLC 0.02% of their portfolio NEW CANAAN, CT 10,00010.0k $108.5k $108.5k 0.02% Unchanged
72 JTC Employer Solutions Trustee Ltd 0.01% of their portfolio ST HELIER, Y9 7,2007.2k $78.0k $78.0k 0.01% Unchanged
73 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 6,7756.8k $73.5k $73.5k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 5,2805.3k $57.0k $57.0k 0.00% Added +5.3k +5,275
75 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,0005.0k $54.2k $54.2k 0.00% New
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 4,6054.6k $50.0k $50.0k 0.00% Unchanged
77 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 4,2924.3k $46.6k $46.6k 0.00% Unchanged
78 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 4,0004.0k $43.4k $43.4k 0.01% Unchanged
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,5903.6k $39.0k $39.0k 0.00% Unchanged
80 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 2,7242.7k $29.6k $29.6k 0.00% Unchanged
81 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,5002.5k $27.2k $27.2k 0.00% New
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,4882.5k $27.0k $27.0k 0.00% New
83 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,8001.8k $19.5k $19.5k 0.00% Unchanged
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,6611.7k $18.0k $18.0k 0.00% Unchanged
85 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6551.7k $18.0k $18.0k 0.00% Reduced -966 -966
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,6411.6k $17.8k $17.8k 0.00% Added +1.1k +1,094
87 Slocum, Gordon & Co LLP 0.01% of their portfolio Newport, RI 1,4521.5k $15.8k $15.8k 0.01% Unchanged
88 GS Investments, Inc. 0.01% of their portfolio Eagan, MN 1,3501.4k $14.6k $14.6k 0.01% Unchanged
89 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 1,0001.0k $10.8k $10.8k 0.00% Unchanged
90 Kiker Wealth Management, LLC 0.01% of their portfolio JASPER, GA 929929 $10.1k $10.1k 0.01% New
91 United Community Bank 0.00% of their portfolio GREENVILLE, SC 800800 $8.7k $8.7k 0.00% Unchanged
92 West Branch Capital LLC 0.00% of their portfolio AMHERST, MA 647647 $7.0k $7.0k 0.00% Added +14 +14
93 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 500500 $5.4k $5.4k 0.00% Unchanged
94 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 201201 $2.2k $2.2k 0.00% Unchanged
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 200200 $2.2k $2.2k 0.00% Added +100 +100
96 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 11 $10 $10 0.00% Unchanged
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged