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BlackRock Core Bond Trust
BHK

88 hedge funds and large institutions have $249M invested in BlackRock Core Bond Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $230M → $249M (+$18.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 34.97% → 34.25% (-0.71%)

8% less funds holding

Funds holding: 96 → 88 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
31
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.58M
2
SIA
Sit Investment Associates
Minnesota
+$4.08M
3
IWA
IBEX Wealth Advisors
New Jersey
+$2.58M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
5
WS
Wela Strategies
Georgia
+$839K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.9M
2
KIM
Karpus Investment Management
New York
-$3.84M
3
1CP
1607 Capital Partners
Virginia
-$2.01M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.21M
5
FEG
Financial Enhancement Group
Indiana
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Atria Investments
North Carolina
$246K +$30.2K +2,330 +15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$242K +$389 +30 +0.2%
SWM
53
SeaCrest Wealth Management
New York
$240K +$169 +13 +0.1%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$222K – – –
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$189K +$183K +14,072 New
RIG
56
Roosevelt Investment Group
New York
$171K -$93.3K -7,193 -36%
FAAS
57
First Allied Advisory Services
California
$169K +$12.6K +970 +8%
FHA
58
Flagship Harbor Advisors
Massachusetts
$166K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$147K -$76.2K -5,874 -35%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$143K +$138K +10,623 New
MOS
61
MGO One Seven
Ohio
$141K -$9.77K -753 -7%
WEC
62
Winslow Evans & Crocker
Massachusetts
$92K – – –
CAL
63
Capital Advisors Ltd
Ohio
$87K – – –
NFG
64
Next Financial Group
Texas
$86K +$22.3K +1,721 +548%
NFH
65
NEXT Financial Holdings
Texas
$86K +$26.4K +2,035 New
JFA
66
JNBA Financial Advisors
Minnesota
$58K – – –
FCA
67
FinTrust Capital Advisors
South Carolina
$51K – – –
THWM
68
Taylor Hoffman Wealth Management
Virginia
$50K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$46K -$12.2K -942 -21%
APA
70
American Portfolios Advisors
New York
$41.4K +$3.66K +282 +10%
TFGT
71
TS Financial Group (TSFG)
Illinois
$33K +$32.3K +2,488 New
JWA
72
JFS Wealth Advisors
Pennsylvania
$29K – – –
SQA
73
Simon Quick Advisors
New Jersey
$27K +$26.1K +2,010 New
AIM
74
Anchor Investment Management
South Carolina
$20.2K – – –
AF
75
Advisornet Financial
Minnesota
$20K – – –
1 2
3
4 5

BHK Hedge Fund Activity: Q1 2019 in Review

88 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2019, worth a combined $249M — up 8.1% from $230M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BHK and 8 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $7.58M. The largest seller was Wells Fargo, cutting an estimated $11.9M.

  • 88 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2019, down from 96 in Q4 2018.
  • Funds reported $249M of BlackRock Core Bond Trust stock for Q1 2019, up 8.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q1 2019 and 15 closed out, a net change of -7 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2019 was Bank of America, an estimated $7.58M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2019 was Wells Fargo, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2019.