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BlackRock Core Bond Trust
BHK

110 hedge funds and large institutions have $212M invested in BlackRock Core Bond Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

8% more funds holding

Funds holding: 102 → 110 (+8)

6% more capital invested

Capital invested by funds: $199M → $212M (+$12.5M)

0.5% more ownership

Funds ownership: 23.59% → 24.09% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
38
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$6.67M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.74M
3
UBS Group
UBS Group
Switzerland
+$1.5M
4
Ameriprise
Ameriprise
Minnesota
+$1.03M
5
WEC
Winslow Evans & Crocker
Massachusetts
+$875K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$7.47M
2
KIM
Karpus Investment Management
New York
-$1.38M
3
Bank of America
Bank of America
North Carolina
-$1.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$667K
5
Wells Fargo
Wells Fargo
California
-$652K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.69M +$117K +7,355 +8%
Cohen & Steers
27
Cohen & Steers
New York
$1.67M – – –
FNBTCON
28
First National Bank & Trust Co of Newtown
Pennsylvania
$1.49M -$24.7K -1,561 -2%
WEC
29
Winslow Evans & Crocker
Massachusetts
$1.39M +$875K +55,250 +185%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$17.6K +1,109 +2%
SWP
31
Stratos Wealth Partners
Ohio
$1.09M +$37.6K +2,372 +4%
LB
32
Leo Brokerage
Texas
$1.06M +$26.4K +1,667 +3%
BCWM
33
Bartlett & Co Wealth Management
Ohio
$1.01M -$282K -17,790 -22%
BC
34
Bartlett & Co
Ohio
$1M -$282K -17,790 -22%
OFA
35
Oak Family Advisors
Illinois
$1M +$973K +61,426 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$897K +$217K +13,724 +33%
PG
37
Patten Group
Tennessee
$855K +$70.8K +4,470 +9%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$842K -$667K -42,099 -45%
CP
39
Camelot Portfolios
Ohio
$800K -$81K -5,111 -9%
DAS
40
Dynamic Advisor Solutions
Arizona
$662K +$131K +8,287 +26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$643K +$67.3K +4,245 +12%
SMH
42
Sanders Morris Harris
Texas
$635K – – –
OC
43
Oppenheimer & Co
New York
$561K +$546K +34,436 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$540K +$4.45K +281 +0.9%
SDAM
45
Shulman DeMeo Asset Management
New York
$527K +$512K +32,326 New
CF
46
Clarity Financial
Texas
$505K +$491K +30,989 New
9WM
47
9258 Wealth Management
Ohio
$500K +$8.32K +525 +2%
BMM
48
Buffington Mohr McNeal
Idaho
$489K – – –
GP
49
Geneva Partners
Wisconsin
$483K +$469K +29,617 New
LNC
50
Lincoln National Corp
Pennsylvania
$421K +$2.22K +140 +0.5%
1
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BHK Hedge Fund Activity: Q4 2020 in Review

110 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2020, worth a combined $212M — up 6.3% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BHK positions and 12 closed out — a net gain of 8 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $6.67M. The largest seller was Sit Investment Associates, cutting an estimated $7.47M.

  • 110 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $212M of BlackRock Core Bond Trust stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 20 funds opened new BlackRock Core Bond Trust positions in Q4 2020 and 12 closed out, a net change of +8 holders.
  • The largest BlackRock Core Bond Trust buyer in Q4 2020 was Kestra Advisory Services, an estimated $6.67M added.
  • The largest BlackRock Core Bond Trust seller in Q4 2020 was Sit Investment Associates, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2020.