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BlackRock Core Bond Trust

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: 9394 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.8M -$176K -16,670 -0.7%
LPL Financial
2
LPL Financial
California
$14.2M +$938K +88,803 +7%
UBS Group
3
UBS Group
Switzerland
$13.9M +$1.54M +146,039 +13%
GC
4
Guggenheim Capital
Illinois
$9.28M +$1.37M +129,779 +18%
Raymond James Financial
5
Raymond James Financial
Florida
$6.29M -$337K -31,920 -5%
Wells Fargo
6
Wells Fargo
California
$5.3M +$977K +92,526 +23%
Bank of America
7
Bank of America
North Carolina
$4.41M +$263K +24,929 +7%
Invesco
8
Invesco
Georgia
$4.17M +$1.62K +153 +0%
DAS
9
Dynamic Advisor Solutions
Arizona
$3.38M +$83.4K +7,894 +3%
PAG
10
Private Advisor Group
New Jersey
$3.15M +$419K +39,645 +16%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.6M -$1.06K -100 -0%
TFF
12
The Family Firm
Maryland
$2.49M +$121K +11,478 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.45M -$60.5K -5,731 -2%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$2.44M
SG
15
StoneX Group
New York
$2.04M +$1.98M +187,728 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.76M +$274K +25,992 +19%
Stifel Financial
17
Stifel Financial
Missouri
$1.57M -$129K -12,176 -8%
PMG
18
ProVise Management Group
Florida
$1.31M +$28.2K +2,675 +2%
PTC
19
Private Trust Company
Ohio
$1.31M +$20.4K +1,936 +2%
CIA
20
Capital Investment Advisors
Georgia
$1.28M +$2.52K +239 +0.2%
NAS
21
NWF Advisory Services
California
$1.19M +$1.16M +110,050 New
IWA
22
IBEX Wealth Advisors
New Jersey
$1.13M -$16.2K -1,532 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.03M +$11.6K +1,101 +1%
SAM
24
Selway Asset Management
$1.02M -$121K -11,450 -11%
MWM
25
Melfa Wealth Management
Massachusetts
$946K -$37K -3,500 -4%

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.