BlackRock Core Bond Trust
BHK
103 hedge funds and large institutions have $154M invested in BlackRock Core Bond Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 20 closing their positions.
5% more capital invested
Capital invested by funds: $147M → $154M (+$7.38M)
0.57% more ownership
Funds ownership: 27.18% → 27.76% (+0.57%)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
2% less funds holding
Funds holding: 105 → 103 (-2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.29M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$907K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$821K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.03M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$863K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$702K |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$401K |
BHK Hedge Fund Activity: Q4 2022 in Review
103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2022, worth a combined $154M — up 5% from $147M a quarter earlier.
Fund positioning in BHK was balanced in Q4 2022: 20 funds opened new positions, 20 closed out, 32 added to existing stakes and 33 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.29M. The largest seller was ProVise Management Group, cutting an estimated $1.7M.
- 103 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2022, down from 105 in Q3 2022.
- Funds reported $154M of BlackRock Core Bond Trust stock for Q4 2022, up 5% quarter-over-quarter.
- 20 funds opened new BlackRock Core Bond Trust positions in Q4 2022 and 20 closed out, a net change of 0 holders.
- The largest BlackRock Core Bond Trust buyer in Q4 2022 was Sit Investment Associates, an estimated $3.29M added.
- The largest BlackRock Core Bond Trust seller in Q4 2022 was ProVise Management Group, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2022.