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BlackRock Core Bond Trust

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: 94111 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$97.7M +$102M +10,052,357 New
Morgan Stanley
2
Morgan Stanley
New York
$21.5M -$662K -65,378 -3%
KIM
3
Karpus Investment Management
New York
$19.3M +$20.1M +1,986,275 New
LPL Financial
4
LPL Financial
California
$13.1M +$336K +33,166 +3%
UBS Group
5
UBS Group
Switzerland
$12.2M -$280K -27,675 -2%
GC
6
Guggenheim Capital
Illinois
$9.21M +$938K +92,727 +11%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$7.51M +$7.81M +772,272 New
Wells Fargo
8
Wells Fargo
California
$5.54M +$830K +81,976 +17%
RCM
9
Rivernorth Capital Management
Florida
$5.36M +$5.58M +551,366 New
Raymond James Financial
10
Raymond James Financial
Florida
$5.11M -$550K -54,337 -9%
Invesco
11
Invesco
Georgia
$4.59M +$892K +88,116 +23%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$4.51M +$2.26M +223,584 +93%
PAG
13
Private Advisor Group
New Jersey
$3.92M +$1.15M +113,431 +39%
AIA
14
Absolute Investment Advisers
Florida
$3.81M +$3.97M +392,051 New
Bank of America
15
Bank of America
North Carolina
$3.69M -$269K -26,605 -7%
DAS
16
Dynamic Advisor Solutions
Arizona
$3.45M +$437K +43,195 +14%
TFF
17
The Family Firm
Maryland
$2.35M +$122K +12,101 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.16M -$33.8K -3,342 -1%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$2.15M -$40.7K -4,020 -2%
Stifel Financial
20
Stifel Financial
Missouri
$2.1M +$727K +71,842 +50%
YCM
21
Yakira Capital Management
Connecticut
$2.09M +$2.17M +214,584 New
CPRC
22
Consolidated Portfolio Review Corp
New York
$1.68M +$1.62M +159,768 +1,179%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.67M +$97.9K +9,673 +6%
SG
24
StoneX Group
New York
$1.51M -$323K -31,916 -17%
PMG
25
ProVise Management Group
Florida
$1.16M -$13.2K -1,300 -1%

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.