BlackRock Core Bond Trust
BHK
116 hedge funds and large institutions have $205M invested in BlackRock Core Bond Trust in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
8% more funds holding
Funds holding: 107 → 116 (+9)
0.61% less ownership
Funds ownership: 23.57% → 22.96% (-0.61%)
3% less capital invested
Capital invested by funds: $211M → $205M (-$6.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNBSF
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
+$2.35M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.61M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.22M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$766K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.99M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$1.05M |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$823K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$673K |
BHK Hedge Fund Activity: Q4 2021 in Review
116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2021, worth a combined $205M — down 2.9% from $211M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BHK positions and 8 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.
The largest buyer was First National Bank Sioux Falls, opening a new position worth an estimated $2.35M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $8.08M sold.
- 116 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2021, up from 107 in Q3 2021.
- Funds reported $205M of BlackRock Core Bond Trust stock for Q4 2021, down 2.9% quarter-over-quarter.
- 19 funds opened new BlackRock Core Bond Trust positions in Q4 2021 and 8 closed out, a net change of +11 holders.
- The largest BlackRock Core Bond Trust buyer in Q4 2021 was First National Bank Sioux Falls, an estimated $2.35M added.
- The largest BlackRock Core Bond Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $8.08M sold.
Based on aggregated 13F filings for Q4 2021.