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BlackRock Core Bond Trust
BHK

91 hedge funds and large institutions have $139M invested in BlackRock Core Bond Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $121M → $139M (+$17.2M)

0.64% more ownership

Funds ownership: 21.1% → 21.74% (+0.64%)

4% less funds holding

Funds holding: 95 → 91 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
33
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$2.4M
2
LPL Financial
LPL Financial
California
+$2.31M
3
GC
Guggenheim Capital
Illinois
+$1.57M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
UBS Group
UBS Group
Switzerland
+$823K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.28M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.09M
3
FNBSF
First National Bank Sioux Falls
South Dakota
-$567K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$546K
5
RJA
Raymond James & Associates
Florida
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
76
Brown Brothers Harriman & Co
New York
$32.1K +$30.2K +2,667 New
IA
77
IFP Advisors
Florida
$31.2K +$340 +30 +1%
UCI
78
Uncommon Cents Investing
Wisconsin
$24.8K +$23.4K +2,061 New
AIM
79
Anchor Investment Management
South Carolina
$21.7K – – –
HI
80
Harbour Investments
Wisconsin
$20K -$1.36K -120 -7%
IAIM
81
International Assets Investment Management
Florida
$19.2K +$2.4M +211,836 +1,104%
SGC
82
Slocum, Gordon & Co
Rhode Island
$17.5K – – –
GI
83
GS Investments
Minnesota
$16.3K – – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
UCB
85
United Community Bank
South Carolina
$9.63K – – –
PWA
86
Provenance Wealth Advisors
Florida
$7.66K +$7.21K +636 New
WBC
87
West Branch Capital
Massachusetts
$7.47K +$136 +12 +2%
GWM
88
Geneos Wealth Management
Colorado
$6.59K – – –
SIS
89
Sound Income Strategies
Florida
$6.02K – – –
WT
90
Whittier Trust
California
$2.42K – – –
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$11 – – –
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
– -$546K -51,276 Closed
WW
93
Waterfront Wealth
Kansas
– -$370K -34,704 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$238K -22,343 Closed
SC
95
Scotia Capital
Ontario, Canada
– -$193K -18,160 Closed
CP
96
Camelot Portfolios
Ohio
– -$184K -17,321 Closed
Corient Private Wealth
97
Corient Private Wealth
Florida
– -$109K -10,278 Closed
MG
98
Marex Group
– -$109K -10,200 Closed
FC
99
Fairscale Capital
New Hampshire
– -$35.1K -3,226 Closed
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
– -$9.65K -906 Closed
1 2 3
4
5

BHK Hedge Fund Activity: Q3 2024 in Review

91 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2024, worth a combined $139M — up 14% from $121M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BHK and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was International Assets Investment Management, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $3.28M.

  • 91 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $139M of BlackRock Core Bond Trust stock for Q3 2024, up 14% quarter-over-quarter.
  • 9 funds opened new BlackRock Core Bond Trust positions in Q3 2024 and 13 closed out, a net change of -4 holders.
  • The largest BlackRock Core Bond Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $2.4M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2024 was Morgan Stanley, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2024.