BlackRock Core Bond Trust
BHK
103 hedge funds and large institutions have $134M invested in BlackRock Core Bond Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 11 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
2.01% less ownership
Funds ownership: 25.11% → 23.1% (-2%)
3% less funds holding
Funds holding: 106 → 103 (-3)
8% less capital invested
Capital invested by funds: $146M → $134M (-$11.3M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.19M |
| 2 |
Morgan Stanley
New York
|
+$2.72M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.21M |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$7.41M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$6.93M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.65M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.86M |
| 5 |
WS
Wela Strategies
Atlanta,
Georgia
|
-$1.02M |
BHK Hedge Fund Activity: Q1 2024 in Review
103 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2024, worth a combined $134M — down 7.7% from $146M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BHK and 9 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 38 added.
The largest buyer was Raymond James & Associates, adding an estimated $3.19M. The largest seller was Allspring Global Investments, cutting an estimated $7.41M.
- 103 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2024, down from 106 in Q4 2023.
- Funds reported $134M of BlackRock Core Bond Trust stock for Q1 2024, down 7.7% quarter-over-quarter.
- 9 funds opened new BlackRock Core Bond Trust positions in Q1 2024 and 11 closed out, a net change of -2 holders.
- The largest BlackRock Core Bond Trust buyer in Q1 2024 was Raymond James & Associates, an estimated $3.19M added.
- The largest BlackRock Core Bond Trust seller in Q1 2024 was Allspring Global Investments, an estimated $7.41M sold.
Based on aggregated 13F filings for Q1 2024.