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BlackRock Core Bond Trust
BHK

90 hedge funds and large institutions have $258M invested in BlackRock Core Bond Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 88 → 90 (+2)

4% more capital invested

Capital invested by funds: $249M → $258M (+$9.31M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.2% less ownership

Funds ownership: 34.25% → 34.06% (-0.2%)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.12M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.95M
3
PAG
Private Advisor Group
New Jersey
+$1.85M
4
Stifel Financial
Stifel Financial
Missouri
+$1.53M
5
LNC
Lincoln National Corp
Pennsylvania
+$793K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.13M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.7M
3
Bank of America
Bank of America
North Carolina
-$1.4M
4
1CP
1607 Capital Partners
Virginia
-$1.11M
5
Morgan Stanley
Morgan Stanley
New York
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
51
NWAM LLC
Washington
$271K – – –
AI
52
Atria Investments
North Carolina
$265K +$1.04K +77 +0.4%
HighTower Advisors
53
HighTower Advisors
Illinois
$260K -$139K -10,240 -36%
SWM
54
SeaCrest Wealth Management
New York
$251K +$190 +14 +0.1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$250K -$3.49K -257 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$230K -$2.38K -175 -1%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$194K -$3.69K -272 -2%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$177K +$27.1K +2,000 +19%
RIG
59
Roosevelt Investment Group
New York
$176K -$2.38K -175 -1%
FAAS
60
First Allied Advisory Services
California
$176K -$448 -33 -0.3%
FHA
61
Flagship Harbor Advisors
Massachusetts
$173K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$167K +$12.9K +950 +9%
DAS
63
Dynamic Advisor Solutions
Arizona
$153K +$148K +10,901 New
MOS
64
MGO One Seven
Ohio
$144K -$3.18K -234 -2%
FIA
65
FNY Investment Advisers
New York
$134K +$130K +9,555 New
WEC
66
Winslow Evans & Crocker
Massachusetts
$96K – – –
CAL
67
Capital Advisors Ltd
Ohio
$91K – – –
JFA
68
JNBA Financial Advisors
Minnesota
$60K – – –
APA
69
American Portfolios Advisors
New York
$57.5K +$13.7K +1,008 +33%
FCA
70
FinTrust Capital Advisors
South Carolina
$53K – – –
THWM
71
Taylor Hoffman Wealth Management
Virginia
$52K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$35K – – –
JWA
73
JFS Wealth Advisors
Pennsylvania
$30K – – –
BRC
74
Bell Rock Capital
Delaware
$22K +$4.76K +351 +30%
AIM
75
Anchor Investment Management
South Carolina
$21.1K – – –
1 2
3
4

BHK Hedge Fund Activity: Q2 2019 in Review

90 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2019, worth a combined $258M — up 3.7% from $249M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BHK positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 32 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.12M. The largest seller was Wells Fargo, cutting an estimated $7.13M.

  • 90 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2019, up from 88 in Q1 2019.
  • Funds reported $258M of BlackRock Core Bond Trust stock for Q2 2019, up 3.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q2 2019 and 5 closed out, a net change of +3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q2 2019 was Sit Investment Associates, an estimated $3.12M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2019 was Wells Fargo, an estimated $7.13M sold.

Based on aggregated 13F filings for Q2 2019.