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BlackRock Core Bond Trust
BHK

85 hedge funds and large institutions have $227M invested in BlackRock Core Bond Trust in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

8% more funds holding

Funds holding: 79 → 85 (+6)

0.84% less ownership

Funds ownership: 30.81% → 29.97% (-0.84%)

2% less capital invested

Capital invested by funds: $231M → $227M (-$3.54M)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$1.86M
2
UBS Group
UBS Group
Switzerland
+$1.42M
3
SWP
Stratos Wealth Partners
Ohio
+$454K
4
PMG
ProVise Management Group
Florida
+$373K
5
Millennium Management
Millennium Management
New York
+$328K

Top Sellers

Rank Fund Capital Flow
1
KLI
Kelman-Lazarov Inc
Tennessee
-$3.37M
2
PCM
Perritt Capital Management
Illinois
-$2.24M
3
1CP
1607 Capital Partners
Virginia
-$1.97M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.39M
5
Wells Fargo
Wells Fargo
California
-$977K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$955K +$316K +22,597 +50%
GC
27
Guggenheim Capital
Illinois
$727K +$30.6K +2,189 +4%
UR
28
USCA RIA
Texas
$707K – – –
SMH
29
Sanders Morris Harris
Texas
$576K +$241K +17,250 +73%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$567K +$28.4K +2,030 +5%
RJA
31
Raymond James & Associates
Florida
$557K +$65.5K +4,683 +13%
DA
32
Doliver Advisors
Texas
$492K -$539K -38,531 -52%
HighTower Advisors
33
HighTower Advisors
Illinois
$480K +$34.1K +2,434 +8%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$459K +$9.51K +680 +2%
SWP
35
Stratos Wealth Partners
Ohio
$457K +$454K +32,480 New
NL
36
NWAM LLC
Washington
$396K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$373K -$22.9K -1,634 -6%
PG
38
Patten Group
Tennessee
$368K +$25.5K +1,825 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$356K -$1.39M -99,353 -80%
AGA
40
Accuvest Global Advisors
Utah
$338K -$337K -24,065 -50%
Millennium Management
41
Millennium Management
New York
$329K +$328K +23,435 New
AWM
42
Altavista Wealth Management
North Carolina
$327K – – –
OC
43
Oppenheimer & Co
New York
$318K -$27.8K -1,990 -8%
LNC
44
Lincoln National Corp
Pennsylvania
$316K +$314K +22,471 New
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$281K +$3.79K +271 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$277K -$58.4K -4,173 -17%
PWMAG
47
Pinnacle Wealth Management Advisory Group
New Jersey
$252K – – –
WS
48
Wedbush Securities
California
$249K +$5.04K +360 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$233K +$2.97K +212 +1%
PAG
50
Private Advisor Group
New Jersey
$230K +$10.1K +723 +5%
1
2
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BHK Hedge Fund Activity: Q3 2017 in Review

85 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2017, worth a combined $227M — down 1.5% from $231M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BHK positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Edmonds Duncan Registered Investment Advisors, opening a new position worth an estimated $1.86M. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $3.37M sold.

  • 85 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2017, up from 79 in Q2 2017.
  • Funds reported $227M of BlackRock Core Bond Trust stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 12 funds opened new BlackRock Core Bond Trust positions in Q3 2017 and 6 closed out, a net change of +6 holders.
  • The largest BlackRock Core Bond Trust buyer in Q3 2017 was Edmonds Duncan Registered Investment Advisors, an estimated $1.86M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2017 was Kelman-Lazarov Inc, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2017.