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BlackRock Core Bond Trust
BHK

109 hedge funds and large institutions have $167M invested in BlackRock Core Bond Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0.79% more ownership

Funds ownership: 22.96% → 23.75% (+0.79%)

6% less funds holding

Funds holding: 116 → 109 (-7)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

19% less capital invested

Capital invested by funds: $205M → $167M (-$38M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
37
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.31M
2
RF
RHS Financial
California
+$3.01M
3
RCM
Rivernorth Capital Management
Florida
+$2.68M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
5
WAM
Wolverine Asset Management
Illinois
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.05M
3
Stifel Financial
Stifel Financial
Missouri
-$2.36M
4
GP
Geneva Partners
Wisconsin
-$1.78M
5
Cohen & Steers
Cohen & Steers
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$179K +$6.22K +450 +3%
SWA
77
Sax Wealth Advisors
New Jersey
$171K -$4.17K -302 -2%
AAM
78
Advisors Asset Management
Colorado
$166K -$52.6K -3,810 -23%
CMI
79
Clare Market Investments
Texas
$156K -$90.6K -6,555 -35%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$154K -$2.07K -150 -1%
TMWM
81
Taylor & Morgan Wealth Management
Michigan
$149K – – –
APA
82
American Portfolios Advisors
New York
$148K -$11.3K -815 -7%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$140K +$20.5K +1,482 +16%
PWPS
84
Pinnacle Wealth Planning Services
Ohio
$137K +$843 +61 +0.6%
IA
85
IFP Advisors
Florida
$109K +$116K +8,383 New
CAL
86
Capital Advisors Ltd
Ohio
$84K – – –
FAG
87
Fortitude Advisory Group
Washington
$82K – – –
AA
88
Ancora Advisors
Ohio
$66K +$69.8K +5,050 New
JFA
89
JNBA Financial Advisors
Minnesota
$56K – – –
AIM
90
Anchor Investment Management
South Carolina
$54.6K +$37.3K +2,700 +180%
AF
91
Allworth Financial
California
$54K +$1.45K +105 +3%
SWM
92
Spire Wealth Management
Virginia
$53K – – –
MCC
93
Money Concepts Capital
Florida
$34K +$36.7K +2,653 New
TFGT
94
TS Financial Group (TSFG)
Illinois
$32K – – –
SWM
95
Selective Wealth Management
Virginia
$24K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$22K +$23.5K +1,703 New
HPC
97
HM Payson & Co
Maine
$20K – – –
GI
98
GS Investments
Minnesota
$17K – – –
Creative Planning
99
Creative Planning
Kansas
$14K +$14.9K +1,080 New
HWA
100
HHM Wealth Advisors
Tennessee
$13K – – –
2 3
4
5 6

BHK Hedge Fund Activity: Q1 2022 in Review

109 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2022, worth a combined $167M — down 19% from $205M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BHK and 18 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.31M. The largest seller was UBS Group, cutting an estimated $5.7M.

  • 109 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $167M of BlackRock Core Bond Trust stock for Q1 2022, down 19% quarter-over-quarter.
  • 18 funds opened new BlackRock Core Bond Trust positions in Q1 2022 and 21 closed out, a net change of -3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2022 was Capital Investment Advisors, an estimated $3.31M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2022 was UBS Group, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2022.