BlackRock Core Bond Trust
BHK
107 hedge funds and large institutions have $164M invested in BlackRock Core Bond Trust in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 18 closing their positions.
3.45% more ownership
Funds ownership: 23.75% → 27.2% (+3.4%)
2% less capital invested
Capital invested by funds: $167M → $164M (-$2.66M)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 109 → 107 (-2)
22% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.8M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$12.2M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.47M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$2.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$993K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -202 | Closed |
|
BHK Hedge Fund Activity: Q2 2022 in Review
107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2022, worth a combined $164M — down 1.6% from $167M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BHK and 17 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.52M sold.
- 107 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2022, down from 109 in Q1 2022.
- Funds reported $164M of BlackRock Core Bond Trust stock for Q2 2022, down 1.6% quarter-over-quarter.
- 17 funds opened new BlackRock Core Bond Trust positions in Q2 2022 and 18 closed out, a net change of -1 holder.
- The largest BlackRock Core Bond Trust buyer in Q2 2022 was Morgan Stanley, an estimated $15.8M added.
- The largest BlackRock Core Bond Trust seller in Q2 2022 was Rivernorth Capital Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2022.