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BlackRock Core Bond Trust
BHK

98 hedge funds and large institutions have $263M invested in BlackRock Core Bond Trust in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

9% more funds holding

Funds holding: 90 → 98 (+8)

2% more capital invested

Capital invested by funds: $258M → $263M (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.31% less ownership

Funds ownership: 34.06% → 33.74% (-0.31%)

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.83M
2
WAM
Wolverine Asset Management
Illinois
+$1.17M
3
PPA
Parametric Portfolio Associates
Washington
+$1.11M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
LCM
Landscape Capital Management
New Jersey
+$913K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.7M
2
1CP
1607 Capital Partners
Virginia
-$1.99M
3
KIM
Karpus Investment Management
New York
-$1.68M
4
SAM
Selway Asset Management
-$802K
5
SDAM
Shulman DeMeo Asset Management
New York
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$62K – – –
FCA
77
FinTrust Capital Advisors
South Carolina
$55K – – –
THWM
78
Taylor Hoffman Wealth Management
Virginia
$53K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$48K +$47.1K +3,292 New
TFGT
80
TS Financial Group (TSFG)
Illinois
$36K – – –
BWM
81
BerganKDV Wealth Management
Minnesota
$34K +$24.9K +1,737 +283%
JWA
82
JFS Wealth Advisors
Pennsylvania
$31K – – –
NFG
83
Next Financial Group
Texas
$22K -$1.29K -90 -6%
AF
84
Advisornet Financial
Minnesota
$22K – – –
BRC
85
Bell Rock Capital
Delaware
$22K +$43 +3 +0.2%
AIM
86
Anchor Investment Management
South Carolina
$21.7K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
RFA
88
Reilly Financial Advisors
California
$16K – – –
FNBOSM
89
First National Bank of South Miami
Florida
$15K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$14K +$14.3K +1,000 New
SPIA
91
Steward Partners Investment Advisory
New York
$9K – – –
GWM
92
Geneos Wealth Management
Colorado
$8K – – –
PCG
93
Private Capital Group
Connecticut
$8K +$7.44K +520 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$7K – – –
HCM
95
Highlander Capital Management
New Jersey
$7K – – –
CIM
96
Contravisory Investment Management
Massachusetts
$6K – – –
WT
97
Whittier Trust
California
$3K – – –
FEG
98
Financial Enhancement Group
Indiana
$1K -$386 -27 -26%
SDAM
99
Shulman DeMeo Asset Management
New York
– -$518K -36,846 Closed
OC
100
Oppenheimer & Co
New York
– -$298K -21,161 Closed
1 2 3
4
5

BHK Hedge Fund Activity: Q3 2019 in Review

98 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2019, worth a combined $263M — up 2% from $258M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BHK positions and 5 closed out — a net gain of 8 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.83M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 98 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2019, up from 90 in Q2 2019.
  • Funds reported $263M of BlackRock Core Bond Trust stock for Q3 2019, up 2% quarter-over-quarter.
  • 13 funds opened new BlackRock Core Bond Trust positions in Q3 2019 and 5 closed out, a net change of +8 holders.
  • The largest BlackRock Core Bond Trust buyer in Q3 2019 was Sit Investment Associates, an estimated $1.83M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2019 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2019.