BlackRock Core Bond Trust
BHK
95 hedge funds and large institutions have $121M invested in BlackRock Core Bond Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 23
1.81% less ownership
Funds ownership: 22.91% → 21.1% (-1.8%)
7% less funds holding
Funds holding: 102 → 95 (-7)
9% less capital invested
Capital invested by funds: $133M → $121M (-$11.9M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.42M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$893K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.99M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.39M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.36M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$1.08M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$815K |
BHK Hedge Fund Activity: Q2 2024 in Review
95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2024, worth a combined $121M — down 8.9% from $133M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BHK and 8 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 36 added.
The largest buyer was Morgan Stanley, adding an estimated $1.42M. The largest seller was Raymond James & Associates, cutting an estimated $9.99M.
- 95 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2024, down from 102 in Q1 2024.
- Funds reported $121M of BlackRock Core Bond Trust stock for Q2 2024, down 8.9% quarter-over-quarter.
- 8 funds opened new BlackRock Core Bond Trust positions in Q2 2024 and 13 closed out, a net change of -5 holders.
- The largest BlackRock Core Bond Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.42M added.
- The largest BlackRock Core Bond Trust seller in Q2 2024 was Raymond James & Associates, an estimated $9.99M sold.
Based on aggregated 13F filings for Q2 2024.