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BlackRock Core Bond Trust

107 hedge funds and large institutions have $274M invested in BlackRock Core Bond Trust in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

5% more capital invested

Capital invested by funds: $262M → $274M (+$12.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 51.14%50.98% (-0.16%)

4% less funds holding

Funds holding: 111107 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
38
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$1.22M +$156K +16,075 +15%
PMG
27
ProVise Management Group
Florida
$1.19M +$1.93K +199 +0.2%
CIA
28
Capital Investment Advisors
Georgia
$1.08M -$24.8K -2,561 -2%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.03M -$6.13K -633 -0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$995K +$49K +5,060 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$963K +$275K +28,370 +41%
Comerica Bank
32
Comerica Bank
Texas
$843K +$17.9K +1,847 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$816K -$121K -12,498 -13%
MFIM
34
Mesirow Financial Investment Management
Illinois
$737K +$1.49K +154 +0.2%
NA
35
NewEdge Advisors
Louisiana
$721K +$114K +11,769 +19%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$692K +$30.3K +3,133 +5%
HIP
37
HUB Investment Partners
Texas
$674K +$296K +30,560 +82%
NAS
38
NWF Advisory Services
California
$668K -$415K -42,800 -39%
OIM
39
Oder Investment Management
California
$664K +$44.7K +4,614 +7%
PG
40
Patten Group
Tennessee
$658K -$50.1K -5,168 -7%
Ameriprise
41
Ameriprise
Minnesota
$631K -$59K -6,090 -9%
SFS
42
Sowell Financial Services
Arkansas
$629K +$581 +60 +0.1%
AWM
43
Accel Wealth Management
Iowa
$621K -$24.2K -2,496 -4%
RC
44
Rareview Capital
Nevada
$538K
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$531K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$510K +$497K +51,305 New
SWP
47
Stratos Wealth Partners
Ohio
$414K +$717 +74 +0.2%
CF
48
Clarity Financial
Texas
$398K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$395K -$61K -6,298 -14%
TWM
50
Tolleson Wealth Management
Texas
$294K

BHK Hedge Fund Activity: Q3 2025 in Review

107 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2025, worth a combined $274M — up 4.7% from $262M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BHK and 18 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 38 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.14M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.36M sold.

  • 107 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2025, down from 111 in Q2 2025.
  • Funds reported $274M of BlackRock Core Bond Trust stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 18 funds opened new BlackRock Core Bond Trust positions in Q3 2025 and 21 closed out, a net change of -3 holders.
  • The largest BlackRock Core Bond Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $7.14M added.
  • The largest BlackRock Core Bond Trust seller in Q3 2025 was Rivernorth Capital Management, an estimated $5.36M sold.

Based on aggregated 13F filings for Q3 2025.