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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
SIA
1
Sit Investment Associates
Minnesota
$107M +$7.14M +736,827 +7%
Morgan Stanley
2
Morgan Stanley
New York
$21.9M -$135K -13,980 -0.6%
KIM
3
Karpus Investment Management
New York
$19.3M -$476K -49,166 -2%
UBS Group
4
UBS Group
Switzerland
$13.4M +$984K +101,636 +8%
GC
5
Guggenheim Capital
Illinois
$11.4M +$1.91M +196,964 +21%
LPL Financial
6
LPL Financial
California
$10.3M -$2.94M -303,418 -23%
Invesco
7
Invesco
Georgia
$8.83M +$4.03M +415,911 +88%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$7.86M +$174K +17,999 +2%
Wells Fargo
9
Wells Fargo
California
$6.55M +$861K +88,862 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$4.59M -$615K -63,550 -12%
Bank of America
11
Bank of America
North Carolina
$4.09M +$301K +31,127 +8%
PAG
12
Private Advisor Group
New Jersey
$4M -$15.4K -1,588 -0.4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$3.72M -$865K -89,311 -19%
DAS
14
Dynamic Advisor Solutions
Arizona
$3.66M +$125K +12,935 +4%
AIA
15
Absolute Investment Advisers
Florida
$3.47M -$419K -43,300 -11%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$2.66M +$451K +46,594 +21%
CPRC
17
Consolidated Portfolio Review Corp
New York
$2.64M +$896K +92,555 +53%
LCM
18
Landscape Capital Management
New Jersey
$2.47M +$2.19M +226,091 +1,021%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.12M -$38.2K -3,945 -2%
COLIM
20
City of London Investment Management
United Kingdom
$2.08M +$2.02M +208,925 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.78M +$67.3K +6,950 +4%
Stifel Financial
22
Stifel Financial
Missouri
$1.7M -$437K -45,082 -21%
SG
23
StoneX Group
New York
$1.55M +$6.06K +626 +0.4%
Jane Street
24
Jane Street
New York
$1.4M +$1.13M +116,807 +480%
PTC
25
Private Trust Company
Ohio
$1.29M +$145K +15,000 +13%

BHK Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 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.