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BlackRock Core Bond Trust

94 hedge funds and large institutions have $129M invested in BlackRock Core Bond Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $116M → $129M (+$12.4M)

1.39% more ownership

Funds ownership: 20.57%21.95% (+1.4%)

1% more funds holding

Funds holding: 9394 (+1)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$881K +$16.9K +1,604 +2%
FNBTCON
27
First National Bank & Trust Co of Newtown
Pennsylvania
$844K -$4.94K -468 -0.6%
PG
28
Patten Group
Tennessee
$796K +$134K +12,694 +21%
AWM
29
Accel Wealth Management
Iowa
$772K -$240K -22,699 -24%
SFS
30
Sowell Financial Services
Arkansas
$686K +$549 +52 +0.1%
OIM
31
Oder Investment Management
California
$672K +$2.27K +215 +0.3%
NA
32
NewEdge Advisors
Louisiana
$552K +$44.7K +4,229 +9%
AWS
33
Atria Wealth Solutions
New York
$540K -$136K -12,900 -21%
Ameriprise
34
Ameriprise
Minnesota
$531K +$13.7K +1,300 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$515K +$501K +47,442 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$506K +$208K +19,698 +73%
SWP
37
Stratos Wealth Partners
Ohio
$483K -$25.8K -2,446 -5%
EIP
38
Ellis Investment Partners
Pennsylvania
$479K -$7.51K -711 -2%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$435K +$71.2K +6,746 +20%
CF
40
Clarity Financial
Texas
$434K -$58.1K -5,500 -12%
TWM
41
Tolleson Wealth Management
Texas
$321K
VFG
42
Valley Financial Group
Pennsylvania
$318K -$41.6K -3,944 -12%
SDAM
43
Shulman DeMeo Asset Management
New York
$277K +$270K +25,553 New
RIG
44
Ramiah Investment Group
Wisconsin
$275K -$64.8K -6,138 -20%
WA
45
Waverly Advisors
Alabama
$274K -$6.76K -640 -2%
MFIM
46
Mesirow Financial Investment Management
Illinois
$264K +$124K +11,747 +93%
HIP
47
HUB Investment Partners
Texas
$248K
KA
48
Kovack Advisors
Florida
$224K +$1.37K +130 +0.6%
ASN
49
Advisory Services Network
Georgia
$219K
IWM
50
Iams Wealth Management
Nebraska
$217K

BHK Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q1 2025, worth a combined $129M — up 11% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BHK positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 26 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $1.98M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $627K sold.

  • 94 institutional investors held BlackRock Core Bond Trust (BHK) as of Q1 2025, up from 93 in Q4 2024.
  • Funds reported $129M of BlackRock Core Bond Trust stock for Q1 2025, up 11% quarter-over-quarter.
  • 10 funds opened new BlackRock Core Bond Trust positions in Q1 2025 and 9 closed out, a net change of +1 holder.
  • The largest BlackRock Core Bond Trust buyer in Q1 2025 was StoneX Group, an estimated $1.98M added.
  • The largest BlackRock Core Bond Trust seller in Q1 2025 was Readystate Asset Management, an estimated $627K sold.

Based on aggregated 13F filings for Q1 2025.