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BlackRock Core Bond Trust
BHK

112 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 110 → 112 (+2)

0.61% more ownership

Funds ownership: 24.09% → 24.7% (+0.61%)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.93M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$14.1M
2
SFC
SYM Financial Corp
Indiana
+$2.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.48M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.46M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.08M
2
KAS
Kestra Advisory Services
Texas
-$6.65M
3
Ameriprise
Ameriprise
Minnesota
-$1.3M
4
OFA
Oak Family Advisors
Illinois
-$794K
5
LB
Leo Brokerage
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Selway Asset Management
$1.69M – – –
Ameriprise
27
Ameriprise
Minnesota
$1.56M -$1.3M -82,027 -45%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.48M -$241K -15,166 -14%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.44M +$1.46M +91,809 New
FNBTCON
30
First National Bank & Trust Co of Newtown
Pennsylvania
$1.44M – – –
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.33M +$955K +60,205 +246%
SWP
32
Stratos Wealth Partners
Ohio
$1.31M +$263K +16,582 +25%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$181K +11,433 +16%
WW
34
Waterfront Wealth
Kansas
$1.07M +$1.08M +68,146 New
GP
35
Geneva Partners
Wisconsin
$1.03M +$576K +36,312 +123%
CP
36
Camelot Portfolios
Ohio
$970K +$201K +12,674 +26%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$902K -$65.2K -4,108 -7%
BC
38
Bartlett & Co
Ohio
$902K -$65.2K -4,108 -7%
AUB
39
Atlantic Union Bankshares
Virginia
$885K +$705K +44,432 +373%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$805K -$59.1K -3,727 -7%
KAS
41
Kestra Advisory Services
Texas
$679K -$6.65M -419,493 -91%
PG
42
Patten Group
Tennessee
$666K -$159K -10,044 -19%
DAS
43
Dynamic Advisor Solutions
Arizona
$635K -$1.87K -118 -0.3%
SMH
44
Sanders Morris Harris
Texas
$612K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$572K -$48.5K -3,055 -8%
CF
46
Clarity Financial
Texas
$547K +$60.9K +3,836 +12%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$516K -$4.44K -280 -0.8%
9WM
48
9258 Wealth Management
Ohio
$505K +$24K +1,516 +5%
BMM
49
Buffington Mohr McNeal
Idaho
$471K – – –
First Manhattan
50
First Manhattan
New York
$471K +$476K +30,000 New
1
2
3 4 5

BHK Hedge Fund Activity: Q1 2021 in Review

112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2021, worth a combined $209M — down 1.4% from $212M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BHK positions and 14 closed out — a net gain of 3 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $14.1M. The largest seller was Wells Fargo, cutting an estimated $8.08M.

  • 112 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2021, up from 110 in Q4 2020.
  • Funds reported $209M of BlackRock Core Bond Trust stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 17 funds opened new BlackRock Core Bond Trust positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $14.1M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2021 was Wells Fargo, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2021.