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BlackRock Core Bond Trust
BHK

102 hedge funds and large institutions have $133M invested in BlackRock Core Bond Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

3% less funds holding

Funds holding: 105 → 102 (-3)

6.33% less ownership

Funds ownership: 29.24% → 22.91% (-6.3%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

22% less capital invested

Capital invested by funds: $170M → $133M (-$36.7M)

Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.19M
2
LPL Financial
LPL Financial
California
+$2.02M
3
EW
Evoke Wealth
California
+$1.21M
4
PI
PFG Investments
New York
+$1.07M
5
Bank of America
Bank of America
North Carolina
+$646K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$22M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.41M
3
CIA
Capital Investment Advisors
Georgia
-$6.93M
4
SIA
Sit Investment Associates
Minnesota
-$6.65M
5
IAIM
International Assets Investment Management
Florida
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
76
Legacy Advisors
Pennsylvania
$109K – – –
ASN
77
Advisory Services Network
Georgia
$108K +$8.35K +781 +8%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$92.4K -$5.88K -550 -6%
CFD
79
Creative Financial Designs
Indiana
$84.3K – – –
NS
80
NBC Securities
Alabama
$57K – – –
JFA
81
JNBA Financial Advisors
Minnesota
$46.4K – – –
IA
82
IFP Advisors
Florida
$27.3K +$7.75K +725 +40%
CYG
83
Clean Yield Group
Vermont
$27K +$26.7K +2,500 New
CA
84
CoreCap Advisors
Michigan
$25.1K +$24.8K +2,325 New
AIM
85
Anchor Investment Management
South Carolina
$19.4K – – –
HI
86
Harbour Investments
Wisconsin
$19.2K – – –
SGC
87
Slocum, Gordon & Co
Rhode Island
$15.7K – – –
GI
88
GS Investments
Minnesota
$14.6K – – –
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$12.8K – – –
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$9.79K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$6.74K -$44.3K -4,143 -87%
WBC
92
West Branch Capital
Massachusetts
$6.44K +$128 +12 +2%
GWM
93
Geneos Wealth Management
Colorado
$5.91K – – –
SIS
94
Sound Income Strategies
Florida
$5.4K – – –
HCM
95
Highlander Capital Management
New Jersey
$5.18K – – –
SWM
96
Spire Wealth Management
Virginia
$5.18K – – –
AWM
97
AllSquare Wealth Management
New York
$4.21K – – –
AAG
98
Armstrong Advisory Group
Massachusetts
$2.66K – – –
WT
99
Whittier Trust
California
$2.17K – – –
WAS
100
Winch Advisory Services
Wisconsin
$1.63K +$1.61K +151 New
1 2 3
4
5

BHK Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2024, worth a combined $133M — down 22% from $170M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BHK and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 36 added.

The largest buyer was Raymond James & Associates, adding an estimated $3.19M. The largest seller was Morgan Stanley, cutting an estimated $22M.

  • 102 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2024, down from 105 in Q4 2023.
  • Funds reported $133M of BlackRock Core Bond Trust stock for Q1 2024, down 22% quarter-over-quarter.
  • 9 funds opened new BlackRock Core Bond Trust positions in Q1 2024 and 11 closed out, a net change of -2 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2024 was Raymond James & Associates, an estimated $3.19M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2024 was Morgan Stanley, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2024.