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BlackRock Core Bond Trust
BHK

91 hedge funds and large institutions have $139M invested in BlackRock Core Bond Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $121M → $139M (+$17.2M)

0.64% more ownership

Funds ownership: 21.1% → 21.74% (+0.64%)

4% less funds holding

Funds holding: 95 → 91 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$2.4M
2
LPL Financial
LPL Financial
California
+$2.31M
3
GC
Guggenheim Capital
Illinois
+$1.57M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
UBS Group
UBS Group
Switzerland
+$823K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.28M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.09M
3
FNBSF
First National Bank Sioux Falls
South Dakota
-$567K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$546K
5
RJA
Raymond James & Associates
Florida
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
51
Kovack Advisors
Florida
$246K +$1.76K +155 +0.8%
IWM
52
Iams Wealth Management
Nebraska
$241K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$208K +$21.1K +1,864 +12%
CW
54
CreativeOne Wealth
Kansas
$202K -$6.24K -550 -3%
CPRC
55
Consolidated Portfolio Review Corp
New York
$179K -$1.09M -96,172 -87%
SMH
56
Sanders Morris Harris
Texas
$168K – – –
FCFC
57
First Citizens Financial Corp
Iowa
$167K – – –
MAM
58
Morse Asset Management
Connecticut
$161K +$152K +13,400 New
PA
59
Pinnacle Associates
New York
$155K +$11.3K +1,000 +8%
DA
60
Detalus Advisors
Missouri
$151K -$2.27K -200 -2%
First Manhattan
61
First Manhattan
New York
$151K – – –
MFIM
62
Mesirow Financial Investment Management
Illinois
$150K +$1.36K +120 +1%
SWP
63
Semus Wealth Partners
Florida
$148K -$68.1K -6,003 -33%
HighTower Advisors
64
HighTower Advisors
Illinois
$134K +$126K +11,120 New
ASN
65
Advisory Services Network
Georgia
$131K – – –
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$130K – – –
GHAM
67
Gilman Hill Asset Management
Connecticut
$120K +$113K +10,000 New
SPIA
68
Steward Partners Investment Advisory
New York
$94.8K +$82.2K +7,248 +1,162%
JEST
69
JTC Employer Solutions Trustee
Jersey
$87K +$81.6K +7,200 New
BCWM
70
Bartlett & Co Wealth Management
Ohio
$82.8K -$19K -1,677 -20%
NS
71
NBC Securities
Alabama
$63K – – –
CFD
72
Creative Financial Designs
Indiana
$55.4K – – –
JFA
73
JNBA Financial Advisors
Minnesota
$51.7K – – –
TSMHT
74
Thurston Springer Miller Herd & Titak
Indiana
$48.2K +$45.4K +4,000 New
NB
75
NBT Bank
New York
$32.8K +$30.9K +2,724 New
1 2
3
4 5

BHK Hedge Fund Activity: Q3 2024 in Review

91 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2024, worth a combined $139M — up 14% from $121M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BHK and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was International Assets Investment Management, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $3.28M.

  • 91 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $139M of BlackRock Core Bond Trust stock for Q3 2024, up 14% quarter-over-quarter.
  • 9 funds opened new BlackRock Core Bond Trust positions in Q3 2024 and 13 closed out, a net change of -4 holders.
  • The largest BlackRock Core Bond Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $2.4M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2024 was Morgan Stanley, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2024.