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BlackRock Core Bond Trust
BHK

98 hedge funds and large institutions have $150M invested in BlackRock Core Bond Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

3% less capital invested

Capital invested by funds: $154M → $150M (-$4.12M)

2.02% less ownership

Funds ownership: 27.76% → 25.73% (-2%)

5% less funds holding

Funds holding: 103 → 98 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.65M
2
SFC
SYM Financial Corp
Indiana
+$1.79M
3
RJA
Raymond James & Associates
Florida
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$495K
5
Bank of America
Bank of America
North Carolina
+$473K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$6.28M
2
PCM
Penserra Capital Management
California
-$3.71M
3
Morgan Stanley
Morgan Stanley
New York
-$1.52M
4
IWA
IBEX Wealth Advisors
New Jersey
-$1.5M
5
RF
RHS Financial
California
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$297K -$1.1M -99,743 -78%
PG
52
Patten Group
Tennessee
$289K -$4.86K -443 -2%
RW
53
RVW Wealth
California
$269K +$272K +24,800 New
RIG
54
Ramiah Investment Group
Wisconsin
$225K +$228K +20,727 New
KA
55
Kovack Advisors
Florida
$217K +$1.04K +95 +0.5%
IWC
56
Integrated Wealth Concepts
Massachusetts
$205K +$42.5K +3,875 +26%
IAIM
57
International Assets Investment Management
Florida
$191K -$4.32K -393 -2%
PA
58
Pinnacle Associates
New York
$185K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$166K -$113K -10,278 -40%
CW
60
CreativeOne Wealth
Kansas
$165K +$167K +15,234 New
SC
61
Scotia Capital
Ontario, Canada
$164K +$166K +15,106 New
JP Morgan Chase
62
JP Morgan Chase
New York
$159K +$161K +14,640 +81,333%
DA
63
Detalus Advisors
Missouri
$151K – – –
Millennium Management
64
Millennium Management
New York
$140K +$142K +12,915 New
BC
65
Bartlett & Co
Ohio
$139K -$48.8K -4,448 -26%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$139K -$48.8K -4,448 -26%
Corient Private Wealth
67
Corient Private Wealth
Florida
$135K +$136K +12,430 New
Jane Street
68
Jane Street
New York
$135K +$136K +12,419 New
Truist Financial
69
Truist Financial
North Carolina
$130K -$9.37K -853 -7%
AUB
70
Atlantic Union Bankshares
Virginia
$129K -$18.7K -1,700 -12%
Mariner
71
Mariner
Kansas
$128K +$16.8K +1,531 +15%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$117K +$395 +36 +0.3%
ASN
73
Advisory Services Network
Georgia
$100K – – –
CFD
74
Creative Financial Designs
Indiana
$75.3K +$76.3K +6,951 New
AF
75
Allworth Financial
California
$59.5K +$10.1K +919 +20%
1 2
3
4 5

BHK Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2023, worth a combined $150M — down 2.7% from $154M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BHK and 14 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.65M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $6.28M sold.

  • 98 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $150M of BlackRock Core Bond Trust stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 14 funds opened new BlackRock Core Bond Trust positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $3.65M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2023 was Capital Investment Advisors, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2023.