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BlackRock Core Bond Trust
BHK

96 hedge funds and large institutions have $152M invested in BlackRock Core Bond Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $150M → $152M (+$2.54M)

0.81% more ownership

Funds ownership: 25.73% → 26.54% (+0.81%)

2% less funds holding

Funds holding: 98 → 96 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$7.77M
2
CF
Clarity Financial
Texas
+$1.16M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.08M
4
RJA
Raymond James & Associates
Florida
+$1.03M
5
LPL Financial
LPL Financial
California
+$603K

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$1.94M
2
CAN
Cetera Advisor Networks
California
-$1.43M
3
RF
RHS Financial
California
-$1.36M
4
Stifel Financial
Stifel Financial
Missouri
-$1.16M
5
Morgan Stanley
Morgan Stanley
New York
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$45.7K – – –
AIM
77
Anchor Investment Management
South Carolina
$34K -$5.35K -500 -14%
AA
78
Ancora Advisors
Ohio
$32.5K – – –
IA
79
IFP Advisors
Florida
$30.8K – – –
CAL
80
Capital Advisors Ltd
Ohio
$24K – – –
SWM
81
Spire Wealth Management
Virginia
$21.7K – – –
HCM
82
Hollencrest Capital Management
California
$21.4K – – –
HI
83
Harbour Investments
Wisconsin
$20.6K – – –
CAS
84
Coppell Advisory Solutions
Texas
$16.9K +$17.1K +1,600 New
SGC
85
Slocum, Gordon & Co
Rhode Island
$15.4K – – –
GI
86
GS Investments
Minnesota
$14.4K – – –
WBC
87
West Branch Capital
Massachusetts
$5.94K +$128 +12 +2%
GWM
88
Geneos Wealth Management
Colorado
$5.82K – – –
HCM
89
Highlander Capital Management
New Jersey
$5K – – –
AWM
90
AllSquare Wealth Management
New York
$4.05K – – –
EWA
91
EverSource Wealth Advisors
Alabama
$2.92K – – –
WP
92
WealthPLAN Partners
Nebraska
$2.73K – – –
AAG
93
Armstrong Advisory Group
Massachusetts
$2.6K – – –
WT
94
Whittier Trust
California
$2.14K – – –
FCMT
95
Founders Capital Management (Texas)
Texas
$713 – – –
FFA
96
Farther Finance Advisors
California
$245 +$246 +23 New
EW
97
Evoke Wealth
California
– -$1.94M -179,200 Closed
CAN
98
Cetera Advisor Networks
California
– -$1.43M -132,125 Closed
SPC
99
Sigma Planning Corp
Michigan
– -$323K -29,809 Closed
Millennium Management
100
Millennium Management
New York
– -$140K -12,915 Closed
1 2 3
4
5

BHK Hedge Fund Activity: Q2 2023 in Review

96 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2023, worth a combined $152M — up 1.7% from $150M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BHK and 8 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 28 added.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $7.77M. The largest seller was Evoke Wealth, exiting entirely with an estimated $1.94M sold.

  • 96 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $152M of BlackRock Core Bond Trust stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest BlackRock Core Bond Trust buyer in Q2 2023 was Capital Investment Advisors, an estimated $7.77M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2023 was Evoke Wealth, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2023.