Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Core Bd Tr (BHK)

105 + Investors. Track Smart Money conviction in BHK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BHK

Based on 101 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BHK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
101 funds currently hold this stock — 88% of the 3.0-year high of 115 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

53 buying54 selling
Last quarter: 53 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 20 → 28 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
66 out of 101 hedge funds have held BHK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -96%

Value
-95%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

8 → 29 → 20 → 28 → 11 new funds/Q
New funds entering each quarter: 29 → 20 → 28 → 11. BHK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 101 holders: 71 (70%) are 2+ year veterans, 10 entered 1–2 years ago, and 20 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
14 of 101 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BHK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHK

In 2026 Q1, 53 hedge funds were net buyers of BHK (11 opened a new position, 42 added to an existing one), while 54 reduced or exited (29 trimmed, 25 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 47% of total institutional value in BHK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 101.

Hedge Fund Ownership: BHK

How many hedge funds hold BHK — quarterly history vs. share price
Quarterly hedge fund ownership of BHK vs. share price

Market Analysis: BHK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BHK
105 + Investors

Track Smart Money conviction in BHK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 105 101 3.96%
13F Shares 29M 27M 7.16%
Total Value $155M $147M 5.19%
New Positions 20 11 +9
Increased Positions 37 42 -5
Closed Positions 16 25 -9
Reduced Positions 28 29 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHK

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RHS Financial, LLC 1.00% 270,763 $2.5M
2 Pension & Wealth Management Advisors, INC. 0.81% 91,539 $950K
3 Melfa Wealth Management, INC. 0.61% 122,729 $1.1M
4 Karpus Management, Inc. 0.49% 1,858,353 $17.0M
5 Oder Investment Management, LLC 0.40% 64,760 $594K
6 1607 Capital Partners, LLC 0.39% 485,533 $4.5M
7 Rareview Capital LLC 0.30% 55,308 $538K
8 Decision Investments, Inc 0.24% 28,576 $262K
9 Ramiah Investment Group 0.18% 25,963 $238K
10 Dynamic Advisor Solutions LLC 0.12% 479,508 $4.4M
11 Eclectic Associates Inc /Adv 0.09% 89,517 $821K
12 Uncommon Cents Investing LLC 0.09% 46,856 $430K
13 Valley Financial Group, Inc. 0.09% 20,572 $189K
14 Accel Wealth Management 0.07% 33,420 $306K
15 ProVise Management Group, LLC 0.07% 111,018 $1.0M
16 Ibex Wealth Advisors 0.07% 90,999 $834K
17 Rivernorth Capital Management, LLC 0.06% 144,930 $1.3M
18 Guggenheim Capital LLC 0.06% 1,056,140 $9.7M
19 Bramshill Investments, LLC 0.06% 83,461 $765K
20 NWF Advisory Services Inc. 0.06% 64,050 $587K
21 Intellus Advisors LLC 0.04% 40,365 $370K
22 Private Trust Co NA 0.04% 59,919 $549K
23 First Citizens Financial Corp 0.04% 10,310 $95K
24 Tolleson Wealth Management, Inc. 0.04% 29,548 $271K
25 Morse Asset Management, Inc 0.04% 26,001 $238K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Core Bd Tr (BHK)

What does the Smart Money Trend signal show for BHK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BHK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BHK?

Slight buying edge — 50% buying: Last quarter: 53 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHK holders?

Elite ownership — 47% AUM from top-100 funds: 14 of 101 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BHK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHK?

65% of holders stayed for 2+ years: 66 out of 101 hedge funds have held BHK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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