Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK CORE BD TR (BHK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BHK

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BHK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
110 hedge funds hold BHK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

59 buying48 selling
Last quarter: 59 funds bought or added vs 48 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BHK position: 8 → 29 → 19 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 16% medium 27% new
62 out of 110 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.
📈

Growing discovery — still being found

18 → 8 → 29 → 19 → 28 new funds/Q
New funds entering each quarter: 8 → 29 → 19 → 28. A growing number of institutions are discovering BHK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 11% 1-2yr 28% new
Of 110 current holders: 67 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
11 of 110 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BHK
2026 Q1 Stats Unlock in 13 days 110 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 99 11.11%
13F Shares 25M 27M -8.24%
Total Value $3.28B $3.73B -12.04%
New Positions 28 19 +9
Increased Positions 31 35 -4
Closed Positions 17 21 -4
Reduced Positions 31 24 +7
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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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

110 + investors

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

Top 25 institutional holders of BHK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MELFA WEALTH MANAGEMENT, INC. 0.65% 122,729 $1.1M
2 Oder Investment Management, LLC 0.47% 67,326 $617K
3 ABSOLUTE INVESTMENT ADVISERS, LLC 0.34% 316,951 $2.9M
4 Rareview Capital LLC 0.32% 55,308 $538K
5 RHS Financial, LLC 0.27% 62,073 $569K
6 Ramiah Investment Group 0.23% 25,280 $232K
7 Integrity Wealth Partners, LLC 0.17% 21,048 $193K
8 Dynamic Advisor Solutions LLC 0.13% 433,567 $4.0M
9 ECLECTIC ASSOCIATES INC /ADV 0.11% 87,066 $798K
10 Accel Wealth Management 0.10% 40,075 $367K
11 PRIVATE TRUST CO NA 0.09% 114,919 $1.1M
12 IBEX WEALTH ADVISORS 0.08% 93,464 $856K
13 NWF Advisory Services Inc. 0.07% 65,150 $597K
14 Uncommon Cents Investing LLC 0.06% 27,481 $252K
15 Patten Group, Inc. 0.05% 29,080 $266K
16 First Citizens Financial Corp 0.04% 10,310 $94K
17 Shulman DeMeo Asset Management LLC 0.04% 22,619 $207K
18 Clarity Financial LLC 0.03% 34,508 $316K
19 Westbourne Investment Advisors, Inc. 0.03% 11,000 $101K
20 Sowell Financial Services LLC 0.02% 60,681 $556K
21 Private Advisor Group, LLC 0.01% 339,588 $3.1M
22 Clear Creek Financial Management, LLC 0.01% 20,054 $184K
23 B. Riley Wealth Advisors, Inc. 0.01% 21,545 $194K
24 Mesirow Financial Investment Management, Inc. 0.01% 74,215 $680K
25 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% 12,682 $116K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BHK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHK?

Slight buying edge — 55% buying: Last quarter: 59 funds bought or added vs 48 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?

Smaller funds dominant — 2% AUM from top-100: 11 of 110 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BHK?

56% of holders stayed for 2+ years: 62 out of 110 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.