We are live on ! Find out more
BHK icon

BlackRock Core Bond Trust
BHK

95 hedge funds and large institutions have $121M invested in BlackRock Core Bond Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

1.81% less ownership

Funds ownership: 22.91% → 21.1% (-1.8%)

7% less funds holding

Funds holding: 102 → 95 (-7)

9% less capital invested

Capital invested by funds: $133M → $121M (-$11.9M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.42M
2
KAS
Kestra Advisory Services
Texas
+$1.3M
3
LPL Financial
LPL Financial
California
+$1.21M
4
GC
Guggenheim Capital
Illinois
+$893K
5
UBS Group
UBS Group
Switzerland
+$603K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$9.99M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.39M
3
BRWA
B. Riley Wealth Advisors
Florida
-$1.36M
4
PI
PFG Investments
New York
-$1.08M
5
Wells Fargo
Wells Fargo
California
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$45.7K – – –
FC
77
Fairscale Capital
New Hampshire
$35.1K +$34.1K +3,226 New
IA
78
IFP Advisors
Florida
$27.2K +$348 +33 +1%
AIM
79
Anchor Investment Management
South Carolina
$19.2K – – –
HI
80
Harbour Investments
Wisconsin
$19K – – –
SGC
81
Slocum, Gordon & Co
Rhode Island
$15.5K – – –
GI
82
GS Investments
Minnesota
$14.4K – – –
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$9.65K – – –
UCB
85
United Community Bank
South Carolina
$8.52K +$8.45K +800 New
SPIA
86
Steward Partners Investment Advisory
New York
$6.65K – – –
WBC
87
West Branch Capital
Massachusetts
$6.48K +$137 +13 +2%
GWM
88
Geneos Wealth Management
Colorado
$5.83K – – –
SIS
89
Sound Income Strategies
Florida
$5.33K – – –
AWM
90
AllSquare Wealth Management
New York
$4.15K – – –
TRCT
91
Tower Research Capital (TRC)
New York
$3.48K +$3.45K +327 New
AAG
92
Armstrong Advisory Group
Massachusetts
$2.6K – – –
WT
93
Whittier Trust
California
$2.14K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$1.06K +$1.06K +100 New
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$10 – – –
BRWA
96
B. Riley Wealth Advisors
Florida
– -$1.36M -136,470 Closed
Allspring Global Investments
97
Allspring Global Investments
North Carolina
– -$1.39M -128,817 Closed
PI
98
PFG Investments
New York
– -$1.08M -99,928 Closed
LCM
99
Landscape Capital Management
New Jersey
– -$592K -54,788 Closed
Jane Street
100
Jane Street
New York
– -$197K -18,260 Closed
1 2 3
4
5

BHK Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2024, worth a combined $121M — down 8.9% from $133M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BHK and 8 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $1.42M. The largest seller was Raymond James & Associates, cutting an estimated $9.99M.

  • 95 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2024, down from 102 in Q1 2024.
  • Funds reported $121M of BlackRock Core Bond Trust stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q2 2024 and 13 closed out, a net change of -5 holders.
  • The largest BlackRock Core Bond Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.42M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2024 was Raymond James & Associates, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2024.