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BlackRock Core Bond Trust
BHK

112 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 110 → 112 (+2)

0.61% more ownership

Funds ownership: 24.09% → 24.7% (+0.61%)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.93M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$14.1M
2
SFC
SYM Financial Corp
Indiana
+$2.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.48M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.46M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.08M
2
KAS
Kestra Advisory Services
Texas
-$6.65M
3
Ameriprise
Ameriprise
Minnesota
-$1.3M
4
OFA
Oak Family Advisors
Illinois
-$794K
5
LB
Leo Brokerage
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$409K +$3.68K +232 +0.9%
SC
52
Stolper & Co
Oklahoma
$384K -$1.33K -84 -0.3%
SPIA
53
Steward Partners Investment Advisory
New York
$365K +$209K +13,150 +130%
LB
54
Leo Brokerage
Texas
$362K -$662K -41,753 -64%
SW
55
SteelPeak Wealth
California
$341K – – –
DA
56
Detalus Advisors
Missouri
$328K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$326K +$17.5K +1,104 +6%
AWM
58
Altavista Wealth Management
North Carolina
$310K – – –
PA
59
Pinnacle Associates
New York
$309K -$3.17K -200 -1%
SPC
60
Sigma Planning Corp
Michigan
$309K +$109K +6,853 +53%
CMI
61
Clare Market Investments
Texas
$291K +$127 +8 +0%
Truist Financial
62
Truist Financial
North Carolina
$284K +$2.02K +127 +0.7%
SFS
63
Sowell Financial Services
Arkansas
$272K +$166K +10,494 +162%
KA
64
Kovack Advisors
Florida
$271K +$4.92K +310 +2%
AAM
65
Advisors Asset Management
Colorado
$267K -$238 -15 -0.1%
SWA
66
Sax Wealth Advisors
New Jersey
$260K – – –
MA
67
MUFG Americas
New York
$259K +$262K +16,500 New
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$258K +$1.59K +100 +0.6%
OIM
69
Oder Investment Management
California
$258K +$24K +1,512 +10%
OC
70
Oppenheimer & Co
New York
$255K -$289K -18,203 -53%
HighTower Advisors
71
HighTower Advisors
Illinois
$255K +$257K +16,193 New
D
72
Diversified
Delaware
$250K +$106K +6,704 +73%
SWM
73
SeaCrest Wealth Management
New York
$243K +$238 +15 +0.1%
AWM
74
Accel Wealth Management
Iowa
$226K +$19.7K +1,244 +9%
NL
75
NWAM LLC
Washington
$209K -$31.7K -2,000 -13%
1 2
3
4 5

BHK Hedge Fund Activity: Q1 2021 in Review

112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2021, worth a combined $209M — down 1.4% from $212M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BHK positions and 14 closed out — a net gain of 3 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $14.1M. The largest seller was Wells Fargo, cutting an estimated $8.08M.

  • 112 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2021, up from 110 in Q4 2020.
  • Funds reported $209M of BlackRock Core Bond Trust stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 17 funds opened new BlackRock Core Bond Trust positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $14.1M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2021 was Wells Fargo, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2021.