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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
JFA
101
JNBA Financial Advisors
Minnesota
$7.75K -$34K -3,512 -82%
QL
102
Quarry LP
New York
$7.39K
SIS
103
Sound Income Strategies
Florida
$5K
AIM
104
Anchor Investment Management
South Carolina
$4.97K
HWP
105
Highline Wealth Partners
California
$4.97K +$4.84K +500 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$4K -$9.48K -979 -70%
JP Morgan Chase
107
JP Morgan Chase
New York
$1.99K -$9.69K -1,000 -83%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
-$123K -736,942 Closed
RCM
109
Rivernorth Capital Management
Florida
-$5.36M -551,366 Closed
YCM
110
Yakira Capital Management
Connecticut
-$2.09M -214,584 Closed
FNBTCON
111
First National Bank & Trust Co of Newtown
Pennsylvania
-$756K -77,797 Closed
AGM
112
Alpine Global Management
New York
-$389K -40,000 Closed
BFM
113
Boothbay Fund Management
New York
-$389K -40,000 Closed
IWM
114
Iams Wealth Management
Nebraska
-$194K -20,000 Closed
EC
115
Elequin Capital
New York
-$183K -18,876 Closed
VF
116
Virtu Financial
New York
-$176K -18,095 Closed
SMH
117
Sanders Morris Harris
Texas
-$136K -14,957 Closed
AC
118
Almitas Capital
California
-$136K -14,014 Closed
KPWS
119
Kestra Private Wealth Services
Texas
-$134K -13,736 Closed
DA
120
Detalus Advisors
Missouri
-$122K -12,581 Closed
TAM
121
Titleist Asset Management
Texas
-$99.5K -10,237 Closed
TSMHT
122
Thurston Springer Miller Herd & Titak
Indiana
-$38.9K -4,000 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$9.86K -1,014 Closed
KWM
124
Kiker Wealth Management
Georgia
-$9.03K -929 Closed
WT
125
Whittier Trust
California
-$6.79K -699 Closed

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.