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BlackRock Core Bond Trust
BHK

112 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 110 → 112 (+2)

0.61% more ownership

Funds ownership: 24.09% → 24.7% (+0.61%)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.93M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$14.1M
2
SFC
SYM Financial Corp
Indiana
+$2.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.48M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.46M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.08M
2
KAS
Kestra Advisory Services
Texas
-$6.65M
3
Ameriprise
Ameriprise
Minnesota
-$1.3M
4
OFA
Oak Family Advisors
Illinois
-$794K
5
LB
Leo Brokerage
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$208K -$36.9K -2,325 -15%
RIG
77
Ramiah Investment Group
Wisconsin
$199K -$6.66K -420 -3%
CA
78
Calton & Associates
Florida
$197K -$1.11K -70 -0.6%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$184K +$186K +11,740 New
OFA
80
Oak Family Advisors
Illinois
$179K -$794K -50,051 -81%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$165K -$13.7K -865 -8%
EW
82
Evoke Wealth
California
$157K +$159K +10,000 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$155K -$19K -1,200 -11%
WAM
84
Wolverine Asset Management
Illinois
$139K +$141K +8,912 New
CFN
85
Cordasco Financial Network
Florida
$137K – – –
APA
86
American Portfolios Advisors
New York
$136K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$128K -$129K -8,150 -50%
CAL
88
Capital Advisors Ltd
Ohio
$101K – – –
JFA
89
JNBA Financial Advisors
Minnesota
$67K – – –
SWM
90
Spire Wealth Management
Virginia
$64K +$64.7K +4,080 New
Lazard Asset Management
91
Lazard Asset Management
New York
$62K – – –
HI
92
Harbour Investments
Wisconsin
$61K +$62K +3,909 New
Citigroup
93
Citigroup
New York
$54K -$77.8K -4,907 -59%
RIM
94
Rockbridge Investment Management
New York
$53K – – –
TFGT
95
TS Financial Group (TSFG)
Illinois
$39K – – –
JWA
96
JFS Wealth Advisors
Pennsylvania
$34K – – –
AF
97
Advisornet Financial
Minnesota
$24K – – –
AIM
98
Anchor Investment Management
South Carolina
$23.6K -$19K -1,200 -44%
RWM
99
RBA Wealth Management
California
$22.6K +$22.8K +1,440 New
NFG
100
Next Financial Group
Texas
$19K -$1.55K -98 -7%
2 3
4
5 6

BHK Hedge Fund Activity: Q1 2021 in Review

112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2021, worth a combined $209M — down 1.4% from $212M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BHK positions and 14 closed out — a net gain of 3 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $14.1M. The largest seller was Wells Fargo, cutting an estimated $8.08M.

  • 112 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2021, up from 110 in Q4 2020.
  • Funds reported $209M of BlackRock Core Bond Trust stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 17 funds opened new BlackRock Core Bond Trust positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $14.1M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2021 was Wells Fargo, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2021.