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BlackRock Core Bond Trust
BHK

93 hedge funds and large institutions have $116M invested in BlackRock Core Bond Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

2% more funds holding

Funds holding: 91 → 93 (+2)

1.17% less ownership

Funds ownership: 21.74% → 20.57% (-1.2%)

16% less capital invested

Capital invested by funds: $139M → $116M (-$22.3M)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
26
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.01M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$851K
4
RAM
Readystate Asset Management
Illinois
+$677K
5
MG
Marex Group
+$535K

Top Sellers

Rank Fund Capital Flow
1
SFC
SYM Financial Corp
Indiana
-$4.07M
2
IAIM
International Assets Investment Management
Florida
-$2.41M
3
EW
Evoke Wealth
California
-$1.97M
4
NAS
NWF Advisory Services
California
-$1.51M
5
KAS
Kestra Advisory Services
Texas
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
26
First National Bank & Trust Co of Newtown
Pennsylvania
$819K – – –
SFS
27
Sowell Financial Services
Arkansas
$660K +$553 +49 +0.1%
AWS
28
Atria Wealth Solutions
New York
$656K +$5.65K +500 +0.8%
OIM
29
Oder Investment Management
California
$645K +$31.1K +2,757 +5%
PG
30
Patten Group
Tennessee
$635K +$42.2K +3,740 +7%
RAM
31
Readystate Asset Management
Illinois
$627K +$677K +59,974 New
Ameriprise
32
Ameriprise
Minnesota
$498K +$757 +67 +0.1%
MG
33
Marex Group
$495K +$535K +47,368 New
SWP
34
Stratos Wealth Partners
Ohio
$491K -$55.2K -4,891 -9%
NA
35
NewEdge Advisors
Louisiana
$488K +$17K +1,507 +3%
CF
36
Clarity Financial
Texas
$476K – – –
EIP
37
Ellis Investment Partners
Pennsylvania
$469K -$325K -28,759 -39%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$349K -$335K -29,677 -47%
VFG
39
Valley Financial Group
Pennsylvania
$348K -$9.19K -814 -2%
RIG
40
Ramiah Investment Group
Wisconsin
$329K +$1.65K +146 +0.5%
TWM
41
Tolleson Wealth Management
Texas
$309K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$282K -$22.5K -1,989 -7%
WA
43
Waverly Advisors
Alabama
$271K +$292K +25,879 New
TAM
44
Titleist Asset Management
Texas
$245K -$333K -29,476 -56%
HIP
45
HUB Investment Partners
Texas
$239K -$6.82K -604 -3%
AUB
46
Atlantic Union Bankshares
Virginia
$230K -$13.9K -1,231 -5%
KA
47
Kovack Advisors
Florida
$214K +$508 +45 +0.2%
ASN
48
Advisory Services Network
Georgia
$211K +$89.7K +7,942 +65%
IWM
49
Iams Wealth Management
Nebraska
$209K – – –
SC
50
Scotia Capital
Ontario, Canada
$183K +$197K +17,460 New
1
2
3 4 5

BHK Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2024, worth a combined $116M — down 16% from $139M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BHK positions and 13 closed out — a net gain of 5 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.01M. The largest seller was SYM Financial Corp, exiting entirely with an estimated $4.07M sold.

  • 93 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $116M of BlackRock Core Bond Trust stock for Q4 2024, down 16% quarter-over-quarter.
  • 18 funds opened new BlackRock Core Bond Trust positions in Q4 2024 and 13 closed out, a net change of +5 holders.
  • The largest BlackRock Core Bond Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $2.01M added.
  • The largest BlackRock Core Bond Trust seller in Q4 2024 was SYM Financial Corp, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2024.