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BlackRock Core Bond Trust
BHK

111 hedge funds and large institutions have $262M invested in BlackRock Core Bond Trust in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

104% more capital invested

Capital invested by funds: $129M → $262M (+$134M)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

29.19% more ownership

Funds ownership: 21.95% → 51.14% (+29%)

18% more funds holding

Funds holding: 94 → 111 (+17)

Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
36
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$102M
2
KIM
Karpus Investment Management
New York
+$20.1M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$7.81M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.46M
5
RCM
Rivernorth Capital Management
Florida
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$662K
2
Raymond James Financial
Raymond James Financial
Florida
-$550K
3
AWS
Atria Wealth Solutions
New York
-$540K
4
SG
StoneX Group
New York
-$323K
5
UBS Group
UBS Group
Switzerland
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$1.12M -$56.1K -5,541 -5%
CIA
27
Capital Investment Advisors
Georgia
$1.08M -$71K -7,015 -6%
NAS
28
NWF Advisory Services
California
$1.07M – – –
MWM
29
Melfa Wealth Management
Massachusetts
$1.04M +$197K +19,500 +22%
IWA
30
IBEX Wealth Advisors
New Jersey
$1.01M -$4.27K -422 -0.4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$920K -$293 -29 -0%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$911K +$945K +93,388 New
Comerica Bank
33
Comerica Bank
Texas
$806K +$17.7K +1,754 +2%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$756K – – –
MFIM
35
Mesirow Financial Investment Management
Illinois
$719K +$503K +49,662 +204%
PG
36
Patten Group
Tennessee
$693K -$20.8K -2,054 -3%
Ameriprise
37
Ameriprise
Minnesota
$676K +$209K +20,640 +42%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$666K +$222K +21,917 +47%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$646K +$673K +66,480 New
AWM
40
Accel Wealth Management
Iowa
$632K -$62.4K -6,171 -9%
SFS
41
Sowell Financial Services
Arkansas
$615K +$567 +56 +0.1%
OIM
42
Oder Investment Management
California
$604K +$2.37K +234 +0.4%
NA
43
NewEdge Advisors
Louisiana
$591K +$99.7K +9,848 +19%
RC
44
Rareview Capital
Nevada
$538K +$560K +55,308 New
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$520K +$135K +13,356 +33%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$447K -$14.4K -1,426 -3%
EIP
47
Ellis Investment Partners
Pennsylvania
$433K +$3.9K +385 +0.9%
SWP
48
Stratos Wealth Partners
Ohio
$404K -$30.2K -2,980 -7%
CF
49
Clarity Financial
Texas
$389K – – –
AGM
50
Alpine Global Management
New York
$389K +$405K +40,000 New
1
2
3 4 5

BHK Hedge Fund Activity: Q2 2025 in Review

111 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q2 2025, worth a combined $262M — up 104% from $129M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BHK positions and 9 closed out — a net gain of 18 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $662K.

  • 111 institutional investors held BlackRock Core Bond Trust (BHK) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $262M of BlackRock Core Bond Trust stock for Q2 2025, up 104% quarter-over-quarter.
  • 27 funds opened new BlackRock Core Bond Trust positions in Q2 2025 and 9 closed out, a net change of +18 holders.
  • The largest BlackRock Core Bond Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $102M added.
  • The largest BlackRock Core Bond Trust seller in Q2 2025 was Morgan Stanley, an estimated $662K sold.

Based on aggregated 13F filings for Q2 2025.