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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BHK

Based on 115 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
115 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 — +28% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+28% 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 — 54% buying

60 buying51 selling
Last quarter: 60 funds bought or added vs 51 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new BHK position: 8 → 29 → 20 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 17% medium ■ 26% new
66 out of 115 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

19 → 8 → 29 → 20 → 28 new funds/Q
New funds entering each quarter: 8 → 29 → 20 → 28. A growing number of institutions are discovering BHK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 10% 1-2yr ■ 28% new
Of 115 current holders: 71 (62%) 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
14 of 115 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2025 Q4, 60 hedge funds were net buyers of BHK (28 opened a new position, 32 added to an existing one), while 51 reduced or exited (33 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 115.

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 3 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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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
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.

QUARTER:
Top 25 institutional holders of BHK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIT INVESTMENT ASSOCIATES INC 2.02% 10,859,206 $99K
2 MELFA WEALTH MANAGEMENT, INC. 0.65% 122,729 $1.1M
3 Karpus Management, Inc. 0.54% 1,879,578 $17.2M
4 Oder Investment Management, LLC 0.47% 67,326 $617K
5 1607 Capital Partners, LLC 0.36% 540,667 $5.0M
6 ABSOLUTE INVESTMENT ADVISERS, LLC 0.34% 316,951 $2.9M
7 Rareview Capital LLC 0.32% 55,308 $538K
8 RHS Financial, LLC 0.27% 62,073 $569K
9 Ramiah Investment Group 0.23% 25,280 $232K
10 Integrity Wealth Partners, LLC 0.17% 21,048 $193K
11 Dynamic Advisor Solutions LLC 0.13% 433,567 $4.0M
12 ECLECTIC ASSOCIATES INC /ADV 0.11% 87,066 $798K
13 Valley Financial Group, Inc. 0.10% 20,572 $188K
14 Accel Wealth Management 0.10% 40,075 $367K
15 PRIVATE TRUST CO NA 0.09% 114,919 $1.1M
16 GUGGENHEIM CAPITAL LLC 0.08% 1,128,912 $10.3M
17 IBEX WEALTH ADVISORS 0.08% 93,464 $856K
18 ProVise Management Group, LLC 0.08% 116,046 $1.1M
19 NWF Advisory Services Inc. 0.07% 65,150 $597K
20 Uncommon Cents Investing LLC 0.06% 27,481 $252K
21 Morse Asset Management, Inc 0.05% 25,937 $238K
22 Patten Group, Inc. 0.05% 29,080 $266K
23 First Citizens Financial Corp 0.04% 10,310 $94K
24 Shulman DeMeo Asset Management LLC 0.04% 22,619 $207K
25 Intellus Advisors LLC 0.04% 32,904 $301K
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 — 54% buying: Last quarter: 60 funds bought or added vs 51 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: 14 of 115 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?

57% of holders stayed for 2+ years: 66 out of 115 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.