BlackRock Core Bond Trust
BHK
96 hedge funds and large institutions have $143M invested in BlackRock Core Bond Trust in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.
0.19% more ownership
Funds ownership: 26.54% → 26.74% (+0.19%)
0% more funds holding
Funds holding: 96 → 96 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
6% less capital invested
Capital invested by funds: $152M → $143M (-$9.03M)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.89M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$844K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.46M |
| 2 |
Morgan Stanley
New York
|
-$1.79M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.42M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.28M |
| 5 |
CF
Clarity Financial
Houston,
Texas
|
-$279K |
BHK Hedge Fund Activity: Q3 2023 in Review
96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2023, worth a combined $143M — down 5.9% from $152M a quarter earlier.
Fund positioning in BHK was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 28 added to existing stakes and 35 trimmed.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $1.89M. The largest seller was Sit Investment Associates, cutting an estimated $2.46M.
- 96 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $143M of BlackRock Core Bond Trust stock for Q3 2023, down 5.9% quarter-over-quarter.
- 9 funds opened new BlackRock Core Bond Trust positions in Q3 2023 and 9 closed out, a net change of 0 holders.
- The largest BlackRock Core Bond Trust buyer in Q3 2023 was Evoke Wealth, an estimated $1.89M added.
- The largest BlackRock Core Bond Trust seller in Q3 2023 was Sit Investment Associates, an estimated $2.46M sold.
Based on aggregated 13F filings for Q3 2023.