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BlackRock Core Bond Trust
BHK

112 hedge funds and large institutions have $209M invested in BlackRock Core Bond Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 110 → 112 (+2)

0.61% more ownership

Funds ownership: 24.09% → 24.7% (+0.61%)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.93M)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
33
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$14.1M
2
SFC
SYM Financial Corp
Indiana
+$2.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.48M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.46M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.08M
2
KAS
Kestra Advisory Services
Texas
-$6.65M
3
Ameriprise
Ameriprise
Minnesota
-$1.3M
4
OFA
Oak Family Advisors
Illinois
-$794K
5
LB
Leo Brokerage
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
RFA
102
Reilly Financial Advisors
California
$17K – – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$16K +$15.9K +1,000 New
EVM
104
Eaton Vance Management
Massachusetts
$10K +$10.3K +650 New
GWM
105
Geneos Wealth Management
Colorado
$9K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$8K -$14.3K -904 -64%
HCM
107
Highlander Capital Management
New Jersey
$8K – – –
AWA
108
Arkadios Wealth Advisors
Georgia
$6K -$2.82K -178 -29%
CIM
109
Contravisory Investment Management
Massachusetts
$6K – – –
WWMSC
110
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.87K +370 New
AWM
111
AllSquare Wealth Management
New York
$6K +$6.19K +390 New
Northern Trust
112
Northern Trust
Illinois
$4K +$412K +26,000 New
WT
113
Whittier Trust
California
$3K -$3.19K -201 -50%
SDAM
114
Shulman DeMeo Asset Management
New York
– -$527K -32,326 Closed
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
– -$223K -13,686 Closed
RIG
116
Roosevelt Investment Group
New York
– -$201K -12,312 Closed
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
– -$166K -10,171 Closed
MOS
118
MGO One Seven
Ohio
– -$164K -10,091 Closed
BWM
119
Birchcreek Wealth Management
Ohio
– -$95K -5,853 Closed
SIAG
120
Safeguard Investment Advisory Group
California
– -$37K -2,291 Closed
PWM
121
Perigon Wealth Management
California
– -$36K -2,200 Closed
VBCG
122
Valley Brook Capital Group
Pennsylvania
– -$28K -1,750 Closed
AWG
123
Altus Wealth Group
Colorado
– -$25K -1,510 Closed
FIA
124
FNY Investment Advisers
New York
– -$18K -1,160 Closed
FPCG
125
Fort Pitt Capital Group
Pennsylvania
– -$16K -1,000 Closed
2 3 4
5
6

BHK Hedge Fund Activity: Q1 2021 in Review

112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2021, worth a combined $209M — down 1.4% from $212M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BHK positions and 14 closed out — a net gain of 3 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $14.1M. The largest seller was Wells Fargo, cutting an estimated $8.08M.

  • 112 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2021, up from 110 in Q4 2020.
  • Funds reported $209M of BlackRock Core Bond Trust stock for Q1 2021, down 1.4% quarter-over-quarter.
  • 17 funds opened new BlackRock Core Bond Trust positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $14.1M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2021 was Wells Fargo, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2021.