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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$9.86K +$10.3K +1,014 New
KWM
102
Kiker Wealth Management
Georgia
$9.03K – – –
UCB
103
United Community Bank
South Carolina
$7.78K – – –
QL
104
Quarry LP
New York
$7.23K +$7.53K +744 New
WT
105
Whittier Trust
California
$6.79K +$5.04K +498 +248%
WBC
106
West Branch Capital
Massachusetts
$6.43K +$142 +14 +2%
AIM
107
Anchor Investment Management
South Carolina
$4.86K -$13.2K -1,300 -72%
SIS
108
Sound Income Strategies
Florida
$4.86K – – –
AGWCA
109
Annis Gardner Whiting Capital Advisors
Florida
$4.07K +$4.24K +419 New
Barclays
110
Barclays
United Kingdom
$3.36K +$3.5K +346 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$10 – – –
AWS
112
Atria Wealth Solutions
New York
– -$540K -49,808 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$200K -18,433 Closed
CW
114
CreativeOne Wealth
Kansas
– -$128K -11,840 Closed
Corient Private Wealth
115
Corient Private Wealth
Florida
– -$112K -10,320 Closed
GHAM
116
Gilman Hill Asset Management
Connecticut
– -$109K -10,000 Closed
US Bancorp
117
US Bancorp
Minnesota
– -$54.3K -5,000 Closed
FFA
118
Farther Finance Advisors
California
– -$27.3K -2,500 Closed
SGC
119
Slocum, Gordon & Co
Rhode Island
– -$15.8K -1,452 Closed
AG
120
AmeriFlex Group
Nevada
– -$10.8K -1,000 Closed
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.