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BlackRock Core Bond Trust
BHK

95 hedge funds and large institutions have $121M invested in BlackRock Core Bond Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

1.81% less ownership

Funds ownership: 22.91% → 21.1% (-1.8%)

7% less funds holding

Funds holding: 102 → 95 (-7)

9% less capital invested

Capital invested by funds: $133M → $121M (-$11.9M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.42M
2
KAS
Kestra Advisory Services
Texas
+$1.3M
3
LPL Financial
LPL Financial
California
+$1.21M
4
GC
Guggenheim Capital
Illinois
+$893K
5
UBS Group
UBS Group
Switzerland
+$603K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$9.99M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.39M
3
BRWA
B. Riley Wealth Advisors
Florida
-$1.36M
4
PI
PFG Investments
New York
-$1.08M
5
Wells Fargo
Wells Fargo
California
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
51
Shulman DeMeo Asset Management
New York
$298K – – –
HIP
52
HUB Investment Partners
Texas
$249K – – –
AUB
53
Atlantic Union Bankshares
Virginia
$248K +$22.4K +2,120 +10%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$238K +$236K +22,343 New
KA
55
Kovack Advisors
Florida
$216K +$528 +50 +0.2%
IWM
56
Iams Wealth Management
Nebraska
$213K +$211K +20,000 New
IAIM
57
International Assets Investment Management
Florida
$204K +$17.2K +1,630 +9%
SWP
58
Semus Wealth Partners
Florida
$195K -$64.7K -6,124 -25%
SC
59
Scotia Capital
Ontario, Canada
$193K +$12K +1,132 +7%
CW
60
CreativeOne Wealth
Kansas
$185K – – –
CP
61
Camelot Portfolios
Ohio
$184K +$15.9K +1,507 +10%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$164K +$13.4K +1,271 +9%
SMH
63
Sanders Morris Harris
Texas
$148K – – –
FCFC
64
First Citizens Financial Corp
Iowa
$148K – – –
PA
65
Pinnacle Associates
New York
$141K – – –
DA
66
Detalus Advisors
Missouri
$136K – – –
First Manhattan
67
First Manhattan
New York
$133K -$52.8K -5,000 -29%
MFIM
68
Mesirow Financial Investment Management
Illinois
$132K +$1.35K +128 +1%
ASN
69
Advisory Services Network
Georgia
$131K +$23.4K +2,219 +22%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$115K -$56.8K -5,382 -33%
Corient Private Wealth
71
Corient Private Wealth
Florida
$109K +$190 +18 +0.2%
MG
72
Marex Group
$109K +$108K +10,200 New
BCWM
73
Bartlett & Co Wealth Management
Ohio
$91.1K – – –
NS
74
NBC Securities
Alabama
$56K – – –
CFD
75
Creative Financial Designs
Indiana
$49K -$33.8K -3,200 -41%
1 2
3
4 5

BHK Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2024, worth a combined $121M — down 8.9% from $133M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BHK and 8 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $1.42M. The largest seller was Raymond James & Associates, cutting an estimated $9.99M.

  • 95 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2024, down from 102 in Q1 2024.
  • Funds reported $121M of BlackRock Core Bond Trust stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q2 2024 and 13 closed out, a net change of -5 holders.
  • The largest BlackRock Core Bond Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.42M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2024 was Raymond James & Associates, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2024.