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BlackRock Core Bond Trust
BHK

109 hedge funds and large institutions have $167M invested in BlackRock Core Bond Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0.79% more ownership

Funds ownership: 22.96% → 23.75% (+0.79%)

6% less funds holding

Funds holding: 116 → 109 (-7)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

19% less capital invested

Capital invested by funds: $205M → $167M (-$38M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
37
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.31M
2
RF
RHS Financial
California
+$3.01M
3
RCM
Rivernorth Capital Management
Florida
+$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
5
WAM
Wolverine Asset Management
Illinois
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.05M
3
Stifel Financial
Stifel Financial
Missouri
-$2.36M
4
GP
Geneva Partners
Wisconsin
-$1.78M
5
Cohen & Steers
Cohen & Steers
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
26
The Family Firm
Maryland
$1.77M +$112K +8,087 +6%
CAN
27
Cetera Advisor Networks
California
$1.69M +$123K +8,876 +7%
PAG
28
Private Advisor Group
New Jersey
$1.64M -$10.9K -788 -0.6%
SAM
29
Selway Asset Management
$1.37M -$62.2K -4,500 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.34M +$1.43M +103,424 New
BRWA
31
B. Riley Wealth Advisors
Florida
$1.21M -$337K -24,416 -21%
LCM
32
Landscape Capital Management
New Jersey
$1.21M +$1.28M +92,917 New
FNBTCON
33
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M – – –
EW
34
Evoke Wealth
California
$1.09M +$2.32K +168 +0.2%
AWS
35
Atria Wealth Solutions
New York
$993K +$1.06M +76,348 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$989K +$78.3K +5,668 +8%
WS
37
Wela Strategies
Georgia
$986K +$1.05M +75,864 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$900K -$813K -58,868 -46%
OIM
39
Oder Investment Management
California
$858K +$421K +30,482 +86%
Ameriprise
40
Ameriprise
Minnesota
$843K -$495K -35,855 -36%
CP
41
Camelot Portfolios
Ohio
$804K +$855K +61,880 New
Osaic Holdings
42
Osaic Holdings
Arizona
$802K -$30.7K -2,219 -3%
AWM
43
Accel Wealth Management
Iowa
$785K -$18.9K -1,365 -2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$761K -$60.3K -4,367 -7%
AUB
45
Atlantic Union Bankshares
Virginia
$735K -$79.5K -5,750 -9%
WW
46
Waterfront Wealth
Kansas
$640K -$160K -11,603 -19%
DAS
47
Dynamic Advisor Solutions
Arizona
$634K +$33.2K +2,400 +5%
9WM
48
9258 Wealth Management
Ohio
$545K +$6.38K +462 +1%
First Manhattan
49
First Manhattan
New York
$544K – – –
BC
50
Bartlett & Co
Ohio
$541K -$46.4K -3,361 -7%
1
2
3 4 5

BHK Hedge Fund Activity: Q1 2022 in Review

109 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2022, worth a combined $167M — down 19% from $205M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BHK and 18 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.31M. The largest seller was UBS Group, cutting an estimated $5.7M.

  • 109 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $167M of BlackRock Core Bond Trust stock for Q1 2022, down 19% quarter-over-quarter.
  • 18 funds opened new BlackRock Core Bond Trust positions in Q1 2022 and 21 closed out, a net change of -3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2022 was Capital Investment Advisors, an estimated $3.31M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2022 was UBS Group, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2022.