BlackRock Core Bond Trust
BHK
111 hedge funds and large institutions have $214M invested in BlackRock Core Bond Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 13 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
2% more capital invested
Capital invested by funds: $209M → $214M (+$4.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.76% less ownership
Funds ownership: 24.7% → 23.94% (-0.76%)
1% less funds holding
Funds holding: 112 → 111 (-1)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.78M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.83M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$948K |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$855K |
| 5 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.87M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.25M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.04M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.69M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.32M |
BHK Hedge Fund Activity: Q2 2021 in Review
111 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2021, worth a combined $214M — up 2.2% from $209M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BHK and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 48 added.
The largest buyer was UBS Group, adding an estimated $2.78M. The largest seller was Wells Fargo, cutting an estimated $5.87M.
- 111 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2021, down from 112 in Q1 2021.
- Funds reported $214M of BlackRock Core Bond Trust stock for Q2 2021, up 2.2% quarter-over-quarter.
- 12 funds opened new BlackRock Core Bond Trust positions in Q2 2021 and 13 closed out, a net change of -1 holder.
- The largest BlackRock Core Bond Trust buyer in Q2 2021 was UBS Group, an estimated $2.78M added.
- The largest BlackRock Core Bond Trust seller in Q2 2021 was Wells Fargo, an estimated $5.87M sold.
Based on aggregated 13F filings for Q2 2021.