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BlackRock Core Bond Trust
BHK

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: 93 → 94 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
+$1.98M
2
UBS Group
UBS Group
Switzerland
+$1.54M
3
GC
Guggenheim Capital
Illinois
+$1.37M
4
NAS
NWF Advisory Services
California
+$1.16M
5
Wells Fargo
Wells Fargo
California
+$977K

Top Sellers

Rank Fund Capital Flow
1
RAM
Readystate Asset Management
Illinois
-$627K
2
MG
Marex Group
-$495K
3
Raymond James Financial
Raymond James Financial
Florida
-$337K
4
AWM
Accel Wealth Management
Iowa
-$240K
5
Morgan Stanley
Morgan Stanley
New York
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
51
Atlantic Union Bankshares
Virginia
$206K -$32.2K -3,050 -14%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$200K +$195K +18,433 New
CCFM
53
Clear Creek Financial Management
Washington
$197K +$192K +18,179 New
IA
54
Intellus Advisors
Florida
$195K +$13K +1,230 +7%
SC
55
Scotia Capital
Ontario, Canada
$193K +$3.34K +316 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$169K +$52.3K +4,949 +47%
IAIM
57
International Assets Investment Management
Florida
$167K -$20.1K -1,900 -11%
SMH
58
Sanders Morris Harris
Texas
$151K – – –
KPWS
59
Kestra Private Wealth Services
Texas
$148K +$1.28K +121 +0.9%
CPRC
60
Consolidated Portfolio Review Corp
New York
$147K -$1.68K -159 -1%
DA
61
Detalus Advisors
Missouri
$137K – – –
CW
62
CreativeOne Wealth
Kansas
$128K -$8.45K -800 -6%
MAM
63
Morse Asset Management
Connecticut
$127K -$1.19K -113 -1%
HighTower Advisors
64
HighTower Advisors
Illinois
$121K -$7.57K -717 -6%
PA
65
Pinnacle Associates
New York
$120K – – –
FCFC
66
First Citizens Financial Corp
Iowa
$118K -$32.1K -3,037 -22%
Corient Private Wealth
67
Corient Private Wealth
Florida
$112K – – –
TAM
68
Titleist Asset Management
Texas
$111K -$140K -13,241 -57%
GHAM
69
Gilman Hill Asset Management
Connecticut
$109K – – –
JEST
70
JTC Employer Solutions Trustee
Jersey
$78K – – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$73.5K – – –
NS
72
NBC Securities
Alabama
$57K +$55.7K +5,275 +105,500%
US Bancorp
73
US Bancorp
Minnesota
$54.3K +$52.8K +5,000 New
CFD
74
Creative Financial Designs
Indiana
$50K – – –
JFA
75
JNBA Financial Advisors
Minnesota
$46.6K – – –
1 2
3
4 5

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.