BLACKROCK CORE BD TR (BHK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
100
Reporting holders
$155.1M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $24.3M | 2,655,380 | 0.00% | 35q | -2.9%-$734.1K |
| Karpus Management, Inc. | $17.0M | 1,858,353 | 0.49% | 5q | -1.1%-$194.6K |
| UBS Group AG | $12.5M | 1,360,938 | 0.00% | 31q | -1.1%-$139.3K |
| Allspring Global Investments Holdings, LLC | $11.9M | 1,301,301 | 0.02% | 3q | +272.9%+$8.7M |
| GUGGENHEIM CAPITAL LLC | $9.7M | 1,056,140 | 0.06% | 31q | -6.4%-$667.3K |
| WELLS FARGO & COMPANY/MN | $8.2M | 899,396 | 0.00% | 31q | -37.5%-$4.9M |
| LPL Financial LLC | $7.5M | 814,357 | 0.00% | 31q | -31.6%-$3.5M |
| Invesco Ltd. | $6.4M | 702,573 | 0.00% | 31q | +3.5%+$215.7K |
| 1607 Capital Partners, LLC | $4.5M | 485,533 | 0.39% | 3q | -10.2%-$505.6K |
| Dynamic Advisor Solutions LLC | $4.4M | 479,508 | 0.12% | 29q | +10.6%+$421.3K |
| Rockefeller Capital Management L.P. | $3.4M | 366,516 | 0.01% | 28q | +13.0%+$387.9K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 366,037 | 0.00% | 7q | -16.6%-$668.9K |
| RHS Financial, LLC | $2.5M | 270,763 | 1.00% | 3q | +336.2%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $2.4M | 258,157 | 0.00% | 31q | -26.2%-$841.1K |
| FIRST TRUST ADVISORS LP | $2.3M | 250,976 | 0.00% | 3q | +7.0%+$151.1K |
| Private Advisor Group, LLC | $1.8M | 194,044 | 0.01% | 29q | -42.9%-$1.3M |
| OSAIC HOLDINGS, INC. | $1.7M | 186,713 | 0.00% | 26q | -38.8%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 182,339 | 0.00% | 31q | -2.4%-$41.4K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.3M | 145,707 | 0.36% | 15q | +36.9%+$359.9K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.3M | 144,930 | 0.06% | new | NEW |
| STIFEL FINANCIAL CORP | $1.3M | 137,400 | 0.00% | 31q | -13.7%-$200.5K |
| SCOTIA CAPITAL INC. | $1.1M | 124,089 | 0.00% | 7q | +393.4%+$907.3K |
| MELFA WEALTH MANAGEMENT, INC. | $1.1M | 122,729 | 0.61% | 15q | HELD |
| Kestra Advisory Services, LLC | $1.0M | 114,007 | 0.00% | new | NEW |
| ProVise Management Group, LLC | $1.0M | 111,018 | 0.07% | 31q | -4.3%-$46.1K |
| RIVERBRIDGE PARTNERS LLC | $966.1K | 105,350 | 0.03% | new | NEW |
| Mesirow Financial Investment Management, Inc. | $843.7K | 92,009 | 0.01% | 11q | +24.0%+$163.2K |
| ENVESTNET ASSET MANAGEMENT INC | $841.9K | 91,809 | 0.00% | 5q | +58.0%+$309.2K |
| IBEX WEALTH ADVISORS | $834.5K | 90,999 | 0.07% | 7q | -2.6%-$22.6K |
| ECLECTIC ASSOCIATES INC /ADV | $820.9K | 89,517 | 0.09% | 3q | +2.8%+$22.5K |
| HUB Investment Partners, LLC | $771.0K | 84,075 | 0.01% | 10q | HELD |
| Bramshill Investments, LLC | $765.3K | 83,461 | 0.06% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $754.1K | 83,515 | 0.00% | 5q | -16.2%-$145.4K |
| Focus Partners Wealth | $716.1K | 78,096 | 0.00% | 3q | +11.4%+$73.2K |
| Capital Investment Advisors, LLC | $711.8K | 77,623 | 0.01% | 13q | -0.7%-$5.2K |
| ROYAL BANK OF CANADA | $654.0K | 71,258 | 0.00% | 31q | +0.8%+$5.0K |
| Cetera Investment Advisers | $606.6K | 66,154 | 0.00% | 6q | +11.9%+$64.6K |
| Oder Investment Management, LLC | $593.8K | 64,760 | 0.40% | 23q | -3.8%-$23.5K |
| NWF Advisory Services Inc. | $587.3K | 64,050 | 0.06% | 6q | -1.7%-$10.1K |
| Sowell Financial Services LLC | $556.4K | 60,681 | 0.02% | 15q | HELD |
| PRIVATE TRUST CO NA | $549.5K | 59,919 | 0.04% | 17q | -47.9%-$504.3K |
| MML INVESTORS SERVICES, LLC | $537.8K | 58,643 | 0.00% | 5q | +9.7%+$47.4K |
| Rareview Capital LLC | $537.6K | 55,308 | 0.30% | 5q | HELD |
| Uncommon Cents Investing LLC | $429.7K | 46,856 | 0.09% | 4q | +70.5%+$177.7K |
| Marex Group Ltd | $400.6K | 43,685 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $388.7K | 42,387 | 0.00% | 31q | -58.5%-$547.4K |
| Intellus Advisors LLC | $370.1K | 40,365 | 0.04% | 7q | +22.7%+$68.4K |
| JANE STREET GROUP, LLC | $363.6K | 39,655 | 0.00% | 5q | +4.8%+$16.6K |
| IMC-Chicago, LLC | $356.5K | 38,877 | 0.00% | new | NEW |
| Clarity Financial LLC | $316.4K | 34,508 | 0.03% | 13q | HELD |
| Accel Wealth Management | $306.5K | 33,420 | 0.07% | 23q | -16.6%-$61.0K |
| XTX Topco Ltd | $304.2K | 33,178 | 0.00% | 3q | +73.6%+$129.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $282.0K | 30,749 | 0.00% | 4q | +10.6%+$26.9K |
| DECISION INVESTMENTS, INC | $262.0K | 28,576 | 0.24% | new | NEW |
| CITADEL ADVISORS LLC | $255.9K | 27,902 | 0.00% | new | NEW |
| Patten Group, Inc. | $248.4K | 27,091 | 0.04% | 31q | -6.8%-$18.2K |
| Beacon Pointe Advisors, LLC | $239.3K | 26,099 | 0.00% | 3q | -41.0%-$166.2K |
| StoneX Group Inc. | $238.7K | 26,140 | 0.01% | new | NEW |
| Morse Asset Management, Inc | $238.4K | 26,001 | 0.04% | 8q | HELD |
| Ramiah Investment Group | $238.1K | 25,963 | 0.18% | 27q | +2.7%+$6.3K |
| Equitable Holdings, Inc. | $218.5K | 23,825 | 0.00% | 4q | +40.5%+$62.9K |
| Shulman DeMeo Asset Management LLC | $197.9K | 21,577 | 0.04% | 2q | -4.6%-$9.6K |
| B. Riley Wealth Advisors, Inc. | $197.5K | 21,562 | 0.01% | 5q | HELD |
| Kovack Advisors, Inc. | $193.5K | 21,260 | 0.01% | 15q | HELD |
| Clear Creek Financial Management, LLC | $189.8K | 20,702 | 0.01% | 6q | +3.2%+$5.9K |
| Valley Financial Group, Inc. | $188.6K | 20,572 | 0.09% | 11q | HELD |
| NOMURA HOLDINGS INC | $183.4K | 20,000 | 0.00% | 3q | +100.0%+$91.7K |
| Waverly Advisors, LLC | $183.1K | 19,967 | 0.00% | 7q | -9.3%-$18.8K |
| Steward Partners Investment Advisory, LLC | $174.1K | 18,981 | 0.00% | 29q | +18.5%+$27.2K |
| Almitas Capital LLC | $154.2K | 16,812 | 0.04% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $149.7K | 16,324 | 0.00% | 5q | -14.9%-$26.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $132.7K | 14,582 | 0.01% | 2q | +15.0%+$17.3K |
| TRUIST FINANCIAL CORP | $124.5K | 13,579 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $119.7K | 13,057 | 0.00% | 8q | -2.4%-$2.9K |
| SIT INVESTMENT ASSOCIATES INC | $109.5K | 11,940,867 | 2.07% | 5q | +10.0%+$9.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $108.0K | 11,775 | 0.00% | 34q | +73.8%+$45.9K |
| Fiera Capital Corp | $106.5K | 11,618 | 0.00% | 28q | +14.3%+$13.3K |
| Westbourne Investment Advisors, Inc. | $100.9K | 11,000 | 0.03% | 2q | HELD |
| First Citizens Financial Corp | $94.5K | 10,310 | 0.04% | 16q | HELD |
| CreativeOne Wealth, LLC | $93.1K | 10,150 | 0.00% | new | NEW |
| Arax Advisory Partners | $59.6K | 6,502 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $57.6K | 6,280 | 0.00% | 12q | HELD |
| FIFTH THIRD BANCORP | $49.9K | 5,445 | 0.00% | 4q | -86.2%-$311.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $47.6K | 5,190 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $46.0K | 5,021 | 0.00% | new | NEW |
| Axiom Investment Management LLC | $35.3K | 3,848 | 0.02% | 2q | +0.6% |
| Farther Finance Advisors, LLC | $34.8K | 3,791 | 0.00% | 4q | +2.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $34.4K | 3,751 | 0.00% | 14q | HELD |
| NBT BANK, N.A. | $25.0K | 2,724 | 0.00% | 8q | HELD |
| Colonial Trust Co / SC | $23.2K | 2,538 | 0.00% | 2q | HELD |
| West Branch Capital LLC | $21.3K | 2,318 | 0.00% | 21q | +2.5% |
| HARBOUR INVESTMENTS, INC. | $17.1K | 1,861 | 0.00% | 21q | HELD |
| Atlantic Union Bankshares Corp | $14.7K | 1,600 | 0.00% | 23q | HELD |
| GS Investments, Inc. | $12.4K | 1,350 | 0.01% | 20q | HELD |
| AMERIFLEX GROUP, INC. | $9.2K | 1,000 | 0.00% | 4q | HELD |
| JNBA Financial Advisors | $7.2K | 780 | 0.00% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $4.6K | 500 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4K | 475 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $2.7K | 300 | 0.00% | 7q | -50.0%-$2.7K |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 241,122 | 0.00% | 31q | +139.9%+$1.3K |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 100 | $155.1M | 16,910,615 | 16 | 31 | 31 | 0.0% |
| Q1 2026 | 102 | $156.6M | 17,089,050 | 10 | 35 | 28 | 0.0% |
| Q4 2025 | 110 | $157.2M | 16,387,865 | 23 | 26 | 36 | 0.0% |
| Q3 2025 | 101 | $165.0M | 16,602,084 | 17 | 29 | 25 | 0.0% |
| Q2 2025 | 102 | $168.0M | 17,288,917 | 22 | 31 | 23 | 0.0% |
| Q1 2025 | 90 | $127.1M | 11,717,651 | 10 | 25 | 25 | 0.0% |
| Q4 2024 | 90 | $115.0M | 10,997,035 | 15 | 21 | 21 | 0.0% |
| Q3 2024 | 83 | $136.6M | 11,351,833 | 8 | 28 | 22 | 0.0% |
| Q2 2024 | 88 | $119.3M | 11,204,330 | 7 | 31 | 19 | 0.0% |
| Q1 2024 | 95 | $186.3M | 17,264,429 | 9 | 29 | 24 | 0.0% |
| Q4 2023 | 95 | $160.5M | 14,708,259 | 13 | 25 | 29 | 0.0% |
| Q3 2023 | 87 | $128.1M | 12,890,465 | 6 | 26 | 29 | 0.0% |
| Q2 2023 | 88 | $133.1M | 12,510,305 | 6 | 23 | 30 | 0.0% |
| Q1 2023 | 83 | $129.1M | 11,903,709 | 10 | 23 | 28 | 0.0% |
| Q4 2022 | 80 | $123.4M | 11,890,045 | 11 | 19 | 24 | 0.0% |
| Q3 2022 | 103 | $146.6M | 14,651,276 | 12 | 23 | 29 | 0.0% |
| Q2 2022 | 108 | $166.2M | 14,682,444 | 16 | 26 | 36 | 0.0% |
| Q1 2022 | 110 | $166.6M | 12,812,135 | 17 | 34 | 34 | 0.0% |
| Q4 2021 | 115 | $204.5M | 12,384,264 | 10 | 33 | 30 | 0.0% |
| Q3 2021 | 107 | $210.6M | 12,721,794 | 10 | 38 | 29 | 0.0% |
| Q2 2021 | 111 | $213.6M | 12,930,123 | 12 | 43 | 30 | 0.0% |
| Q1 2021 | 112 | $209.2M | 13,324,286 | 14 | 31 | 37 | 0.0% |
| Q4 2020 | 110 | $211.8M | 13,001,217 | 10 | 35 | 28 | 0.0% |
| Q3 2020 | 102 | $199.2M | 12,724,942 | 10 | 29 | 35 | 0.0% |
| Q2 2020 | 102 | $233.4M | 15,185,679 | 15 | 33 | 31 | 0.0% |
| Q1 2020 | 98 | $203.0M | 15,340,793 | 14 | 20 | 37 | 0.0% |
| Q4 2019 | 99 | $242.7M | 16,651,871 | 9 | 34 | 21 | 0.0% |
| Q3 2019 | 98 | $263.0M | 18,200,816 | 13 | 36 | 19 | 0.0% |
| Q2 2019 | 90 | $257.9M | 18,369,652 | 8 | 24 | 26 | 0.0% |
| Q1 2019 | 88 | $248.6M | 18,476,721 | 6 | 27 | 23 | 0.0% |
| Q4 2018 | 95 | $230.1M | 18,860,137 | 1 | 0 | 3 | 0.0% |