BlackRock Core Bond Trust
BHK
97 hedge funds and large institutions have $153M invested in BlackRock Core Bond Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.
1% more capital invested
Capital invested by funds: $151M → $153M (+$1.92M)
0.83% more ownership
Funds ownership: 25.89% → 26.73% (+0.83%)
2% less funds holding
Funds holding: 99 → 97 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$7.77M |
| 2 |
CF
Clarity Financial
Houston,
Texas
|
+$1.16M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.08M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.03M |
| 5 |
LPL Financial
San Diego,
California
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.94M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.43M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$1.36M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.16M |
| 5 |
Morgan Stanley
New York
|
-$921K |
BHK Hedge Fund Activity: Q2 2023 in Review
97 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2023, worth a combined $153M — up 1.3% from $151M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BHK and 8 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 29 added.
The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $7.77M. The largest seller was Evoke Wealth, exiting entirely with an estimated $1.94M sold.
- 97 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2023, down from 99 in Q1 2023.
- Funds reported $153M of BlackRock Core Bond Trust stock for Q2 2023, up 1.3% quarter-over-quarter.
- 8 funds opened new BlackRock Core Bond Trust positions in Q2 2023 and 9 closed out, a net change of -1 holder.
- The largest BlackRock Core Bond Trust buyer in Q2 2023 was Capital Investment Advisors, an estimated $7.77M added.
- The largest BlackRock Core Bond Trust seller in Q2 2023 was Evoke Wealth, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2023.