BlackRock Core Bond Trust
BHK
105 hedge funds and large institutions have $170M invested in BlackRock Core Bond Trust in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
19% more capital invested
Capital invested by funds: $143M → $170M (+$26.7M)
9% more funds holding
Funds holding: 96 → 105 (+9)
2.51% more ownership
Funds ownership: 26.74% → 29.24% (+2.5%)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.2M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.72M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$791K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$637K |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.68M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.75M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.4M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.32M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.31M |
BHK Hedge Fund Activity: Q4 2023 in Review
105 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2023, worth a combined $170M — up 19% from $143M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BHK positions and 10 closed out — a net gain of 9 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.2M. The largest seller was Sit Investment Associates, cutting an estimated $7.68M.
- 105 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2023, up from 96 in Q3 2023.
- Funds reported $170M of BlackRock Core Bond Trust stock for Q4 2023, up 19% quarter-over-quarter.
- 19 funds opened new BlackRock Core Bond Trust positions in Q4 2023 and 10 closed out, a net change of +9 holders.
- The largest BlackRock Core Bond Trust buyer in Q4 2023 was Morgan Stanley, an estimated $24.2M added.
- The largest BlackRock Core Bond Trust seller in Q4 2023 was Sit Investment Associates, an estimated $7.68M sold.
Based on aggregated 13F filings for Q4 2023.