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BlackRock Core Bond Trust
BHK

102 hedge funds and large institutions have $233M invested in BlackRock Core Bond Trust in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $203M → $233M (+$30.6M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 100 → 102 (+2)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0.36% less ownership

Funds ownership: 28.51% → 28.15% (-0.36%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
33
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.42M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.43M
4
RJA
Raymond James & Associates
Florida
+$1.35M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.96M
2
Stifel Financial
Stifel Financial
Missouri
-$3.74M
3
RF
RHS Financial
California
-$2.23M
4
1CP
1607 Capital Partners
Virginia
-$2.22M
5
Invesco
Invesco
Georgia
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$145K +$124K +8,414 +841%
SFS
77
Sowell Financial Services
Arkansas
$135K +$2.48K +168 +2%
APA
78
American Portfolios Advisors
New York
$133K – – –
CAL
79
Capital Advisors Ltd
Ohio
$99K – – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$79K – – –
JFA
81
JNBA Financial Advisors
Minnesota
$66K – – –
THWM
82
Taylor Hoffman Wealth Management
Virginia
$57K +$54.6K +3,701 New
RIM
83
Rockbridge Investment Management
New York
$52K +$49.5K +3,355 New
CAN
84
Cetera Advisor Networks
California
$46K +$44.3K +3,000 New
AIM
85
Anchor Investment Management
South Carolina
$41.5K +$17.7K +1,200 +80%
TFGT
86
TS Financial Group (TSFG)
Illinois
$38K – – –
JWA
87
JFS Wealth Advisors
Pennsylvania
$33K – – –
AF
88
Advisornet Financial
Minnesota
$23K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$19K +$4.13K +280 +29%
RFA
90
Reilly Financial Advisors
California
$17K -$20.2K -1,366 -56%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
LC
92
Lindbrook Capital
California
$15K +$14.8K +1,000 New
RCA
93
Ranch Capital Advisors
Florida
$14K -$9.23K -625 -40%
GWM
94
Geneos Wealth Management
Colorado
$9K – – –
TC
95
Truvestments Capital
Florida
$8K – – –
EK
96
Evensky & Katz
Florida
$8K +$7.38K +500 New
HCM
97
Highlander Capital Management
New Jersey
$7K – – –
CIM
98
Contravisory Investment Management
Massachusetts
$6K – – –
US Bancorp
99
US Bancorp
Minnesota
$6K +$5.61K +380 New
RDWM
100
Red Door Wealth Management
Tennessee
$6K +$6.61K +448 New
1 2 3
4
5

BHK Hedge Fund Activity: Q2 2020 in Review

102 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2020, worth a combined $233M — up 15% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BHK positions and 14 closed out — a net gain of 2 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $10.1M. The largest seller was Bank of America, cutting an estimated $6.96M.

  • 102 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2020, up from 100 in Q1 2020.
  • Funds reported $233M of BlackRock Core Bond Trust stock for Q2 2020, up 15% quarter-over-quarter.
  • 16 funds opened new BlackRock Core Bond Trust positions in Q2 2020 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Core Bond Trust buyer in Q2 2020 was BlackRock, an estimated $10.1M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2020 was Bank of America, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2020.