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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
EIP
51
Ellis Investment Partners
Pennsylvania
$294K -$145K -14,957 -34%
MML Investors Services
52
MML Investors Services
Massachusetts
$292K +$44.7K +4,619 +19%
VFG
53
Valley Financial Group
Pennsylvania
$291K
IA
54
Intellus Advisors
Florida
$288K +$92.9K +9,593 +50%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$262K +$256K +26,384 New
RIG
56
Ramiah Investment Group
Wisconsin
$261K +$14.1K +1,452 +6%
BRWA
57
B. Riley Wealth Advisors
Florida
$244K -$17.4K -1,800 -7%
SFS
58
Shaker Financial Services
Virginia
$241K +$234K +24,200 New
SDAM
59
Shulman DeMeo Asset Management
New York
$239K -$13.7K -1,413 -6%
MAM
60
Morse Asset Management
Connecticut
$232K
WA
61
Waverly Advisors
Alabama
$224K -$20.1K -2,074 -8%
SC
62
Scotia Capital
Ontario, Canada
$219K +$41.6K +4,298 +24%
HighTower Advisors
63
HighTower Advisors
Illinois
$207K +$75.6K +7,807 +60%
KA
64
Kovack Advisors
Florida
$206K +$775 +80 +0.4%
MG
65
Marex Group
$206K +$200K +20,692 New
ASN
66
Advisory Services Network
Georgia
$201K
CSP
67
Cary Street Partners
Virginia
$198K +$9.45K +976 +5%
CCFM
68
Clear Creek Financial Management
Washington
$188K
IAIM
69
International Assets Investment Management
Florida
$169K
SPIA
70
Steward Partners Investment Advisory
New York
$168K +$14.5K +1,500 +10%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$156K -$35.3K -3,642 -19%
CA
72
Claro Advisors
Massachusetts
$144K +$140K +14,478 New
GHAM
73
Gilman Hill Asset Management
Connecticut
$140K +$137K +14,125 New
UCI
74
Uncommon Cents Investing
Wisconsin
$132K +$129K +13,281 New
QC
75
Quadrature Capital
United Kingdom
$125K +$121K +12,534 New

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.