BlackRock Core Bond Trust
BHK
94 hedge funds and large institutions have $117M invested in BlackRock Core Bond Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
2% more funds holding
Funds holding: 92 → 94 (+2)
0.77% less ownership
Funds ownership: 21.54% → 20.77% (-0.77%)
16% less capital invested
Capital invested by funds: $140M → $117M (-$22.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.01M |
| 2 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$1.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$851K |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$677K |
| 5 |
MG
Marex Group
London,
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$4.07M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.97M |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$1.51M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.47M |
| 5 |
Morgan Stanley
New York
|
-$1.33M |
BHK Hedge Fund Activity: Q4 2024 in Review
94 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2024, worth a combined $117M — down 16% from $140M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BHK positions and 13 closed out — a net gain of 5 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.01M. The largest seller was SYM Financial Corp, exiting entirely with an estimated $4.07M sold.
- 94 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $117M of BlackRock Core Bond Trust stock for Q4 2024, down 16% quarter-over-quarter.
- 18 funds opened new BlackRock Core Bond Trust positions in Q4 2024 and 13 closed out, a net change of +5 holders.
- The largest BlackRock Core Bond Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $2.01M added.
- The largest BlackRock Core Bond Trust seller in Q4 2024 was SYM Financial Corp, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2024.