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BlackRock Core Bond Trust
BHK

105 hedge funds and large institutions have $147M invested in BlackRock Core Bond Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.01% less ownership

Funds ownership: 27.2% → 27.18% (-0.01%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 107 → 105 (-2)

11% less capital invested

Capital invested by funds: $164M → $147M (-$17.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
30
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.73M
2
BRWA
B. Riley Wealth Advisors
Florida
+$1.65M
3
SIA
Sit Investment Associates
Minnesota
+$1.45M
4
LPL Financial
LPL Financial
California
+$1.37M
5
AWS
Atria Wealth Solutions
New York
+$883K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.43M
2
Invesco
Invesco
Georgia
-$1.39M
3
KIM
Karpus Investment Management
New York
-$1.34M
4
1CP
1607 Capital Partners
Virginia
-$1.33M
5
PMG
ProVise Management Group
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$122K +$141K +12,250 New
TMWM
77
Taylor & Morgan Wealth Management
Michigan
$115K – – –
APA
78
American Portfolios Advisors
New York
$112K – – –
BB
79
Busey Bank
Illinois
$109K – – –
IA
80
IFP Advisors
Florida
$108K -$609 -53 -0.6%
CAL
81
Capital Advisors Ltd
Ohio
$64K – – –
AA
82
Ancora Advisors
Ohio
$50K – – –
JFA
83
JNBA Financial Advisors
Minnesota
$43K – – –
AF
84
Allworth Financial
California
$43K +$965 +84 +2%
AIM
85
Anchor Investment Management
South Carolina
$42K – – –
HS
86
Horan Securities
United States
$41K +$46.8K +4,078 New
TFGT
87
TS Financial Group (TSFG)
Illinois
$25K – – –
HI
88
Harbour Investments
Wisconsin
$24K – – –
SWM
89
Selective Wealth Management
Virginia
$18K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$17K – – –
UB
91
UMB Bank
Missouri
$16K +$18.1K +1,577 New
GI
92
Gradient Investments
Minnesota
$16K +$18.2K +1,587 New
HPC
93
HM Payson & Co
Maine
$15K – – –
GI
94
GS Investments
Minnesota
$14K – – –
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$11K +$13.6K +1,183 New
GWM
96
Geneos Wealth Management
Colorado
$5K – – –
HCM
97
Highlander Capital Management
New Jersey
$5K – – –
WBC
98
West Branch Capital
Massachusetts
$5K – – –
WAM
99
Wolverine Asset Management
Illinois
$4K -$1.43M -124,400 -100%
AWM
100
AllSquare Wealth Management
New York
$4K – – –
1 2 3
4
5

BHK Hedge Fund Activity: Q3 2022 in Review

105 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2022, worth a combined $147M — down 11% from $164M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BHK and 14 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 30 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.43M.

  • 105 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2022, down from 107 in Q2 2022.
  • Funds reported $147M of BlackRock Core Bond Trust stock for Q3 2022, down 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Core Bond Trust positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest BlackRock Core Bond Trust buyer in Q3 2022 was Penserra Capital Management, an estimated $3.73M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2022 was Wolverine Asset Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2022.