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BlackRock Core Bond Trust
BHK

98 hedge funds and large institutions have $150M invested in BlackRock Core Bond Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

3% less capital invested

Capital invested by funds: $154M → $150M (-$4.12M)

2.02% less ownership

Funds ownership: 27.76% → 25.73% (-2%)

5% less funds holding

Funds holding: 103 → 98 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.65M
2
SFC
SYM Financial Corp
Indiana
+$1.79M
3
RJA
Raymond James & Associates
Florida
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$495K
5
Bank of America
Bank of America
North Carolina
+$473K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$6.28M
2
PCM
Penserra Capital Management
California
-$3.71M
3
Morgan Stanley
Morgan Stanley
New York
-$1.52M
4
IWA
IBEX Wealth Advisors
New Jersey
-$1.5M
5
RF
RHS Financial
California
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$46.5K – – –
CA
77
Clearstead Advisors
Ohio
$45.3K +$45.9K +4,178 New
HS
78
Horan Securities
United States
$44.2K – – –
AIM
79
Anchor Investment Management
South Carolina
$40.1K -$5.49K -500 -12%
IA
80
IFP Advisors
Florida
$37.3K -$84.2K -7,672 -73%
AA
81
Ancora Advisors
Ohio
$33.1K – – –
CAL
82
Capital Advisors Ltd
Ohio
$24K -$46.4K -4,224 -66%
SWM
83
Spire Wealth Management
Virginia
$22.1K +$22.4K +2,040 New
HCM
84
Hollencrest Capital Management
California
$21.8K – – –
HI
85
Harbour Investments
Wisconsin
$21K +$1.34K +122 +7%
SGC
86
Slocum, Gordon & Co
Rhode Island
$15.7K – – –
GI
87
GS Investments
Minnesota
$14.6K – – –
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +1,183 New
WBC
89
West Branch Capital
Massachusetts
$5.93K +$121 +11 +2%
GWM
90
Geneos Wealth Management
Colorado
$5.93K – – –
HCM
91
Highlander Capital Management
New Jersey
$5K – – –
AWM
92
AllSquare Wealth Management
New York
$4.23K – – –
EWA
93
EverSource Wealth Advisors
Alabama
$2.97K – – –
WP
94
WealthPLAN Partners
Nebraska
$2.79K +$2.82K +257 New
AAG
95
Armstrong Advisory Group
Massachusetts
$2.65K – – –
WT
96
Whittier Trust
California
$2.18K – – –
FCMT
97
Founders Capital Management (Texas)
Texas
$1K +$736 +67 New
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$669 +$78.6K +7,160 +13%
CIA
99
Capital Investment Advisors
Georgia
– -$6.28M -605,281 Closed
PCM
100
Penserra Capital Management
California
– -$3.71M -357,352 Closed
1 2 3
4
5

BHK Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2023, worth a combined $150M — down 2.7% from $154M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BHK and 14 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.65M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $6.28M sold.

  • 98 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $150M of BlackRock Core Bond Trust stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 14 funds opened new BlackRock Core Bond Trust positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $3.65M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2023 was Capital Investment Advisors, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2023.