Who owns BlackRock Core Bond Trust (BHK)
Which tracked institutional funds hold BHK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened BHK while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BHK’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BHK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 97 tracked filers holding BHK, 48 increased or opened the position and 53 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BHK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
- Kestra Advisory Services, LLC$1M
- RIVERBRIDGE PARTNERS LLC$966K
- Bramshill Investments, LLC$765K
Full exits 4
- SIT INVESTMENT ASSOCIATES INC$99M
- ABSOLUTE INVESTMENT ADVISERS, LLC$3M
- Cambridge Investment Research Advisors, Inc.$921K
- Thrivent Financial for Lutherans$609K
Largest adds
- Allspring Global Investments Holdings, LLC$9M
- RHS Financial, LLC$2M
- WELLS FARGO & COMPANY/MN$2M
- SCOTIA CAPITAL INC.$908K
- Dynamic Advisor Solutions LLC$426K
- Rockefeller Capital Management L.P.$391K
Largest trims
- LPL Financial LLC$3M
- Private Advisor Group, LLC$1M
- OSAIC HOLDINGS, INC.$1M
- BANK OF AMERICA CORP /DE/$838K
- WOLVERINE ASSET MANAGEMENT LLC$727K
- MORGAN STANLEY$707K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,655,380 | $24M | 9.2% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,858,353 | $17M | 6.4% | 2026-Q2 |
| UBS Group AG trimmed | 1,360,938 | $12M | 4.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,301,301 | $12M | 4.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,056,140 | $10M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 899,396 | $8M | 3.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 814,357 | $7M | 2.8% | 2026-Q2 |
| Invesco Ltd. added | 702,573 | $6M | 2.4% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 485,533 | $4M | 1.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 479,508 | $4M | 1.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 366,516 | $3M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 366,037 | $3M | 1.3% | 2026-Q2 |
| RHS Financial, LLC added | 270,763 | $2M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 258,157 | $2M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 250,976 | $2M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 194,044 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 186,713 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 182,339 | $2M | 0.6% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 145,707 | $1M | 0.5% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 144,930 | $1M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 137,400 | $1M | 0.5% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 124,089 | $1M | 0.4% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 122,729 | $1M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 114,007 | $1M | 0.4% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 111,018 | $1M | 0.4% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC new | 105,350 | $966K | 0.4% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 92,009 | $844K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 91,809 | $842K | 0.3% | 2026-Q2 |
| IBEX WEALTH ADVISORS trimmed | 90,999 | $834K | 0.3% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 89,517 | $821K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC | 84,075 | $771K | 0.3% | 2026-Q2 |
| Bramshill Investments, LLC added | 83,461 | $765K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 83,515 | $754K | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 78,096 | $716K | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 77,623 | $712K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 71,258 | $654K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 66,154 | $607K | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC trimmed | 64,760 | $594K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 64,050 | $587K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC | 60,681 | $556K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 59,919 | $549K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 58,643 | $538K | 0.2% | 2026-Q2 |
| Rareview Capital LLC | 55,308 | $538K | 0.2% | 2026-Q2 |
| Uncommon Cents Investing LLC added | 46,856 | $430K | 0.2% | 2026-Q2 |
| Marex Group Ltd added | 43,685 | $401K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 42,387 | $389K | 0.1% | 2026-Q2 |
| Intellus Advisors LLC added | 40,365 | $370K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 39,655 | $364K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 38,877 | $357K | 0.1% | 2026-Q2 |
| Clarity Financial LLC | 34,508 | $316K | 0.1% | 2026-Q2 |
| Accel Wealth Management trimmed | 33,420 | $306K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 33,178 | $304K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,749 | $282K | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 28,576 | $262K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,902 | $256K | 0.1% | 2026-Q2 |
| Patten Group, Inc. trimmed | 27,091 | $248K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 26,099 | $239K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 26,140 | $239K | 0.1% | 2026-Q2 |
| Morse Asset Management, Inc added | 26,001 | $238K | 0.1% | 2026-Q2 |
| Ramiah Investment Group added | 25,963 | $238K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 23,825 | $218K | 0.1% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 21,577 | $198K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 21,562 | $198K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. | 21,260 | $193K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 20,702 | $190K | 0.1% | 2026-Q2 |
| Valley Financial Group, Inc. | 20,572 | $189K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 20,000 | $183K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 19,967 | $183K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,981 | $174K | 0.1% | 2026-Q2 |
| Almitas Capital LLC added | 16,812 | $154K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 16,324 | $150K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 14,582 | $133K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 13,579 | $125K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 11,775 | $108K | 0.0% | 2026-Q2 |
| Fiera Capital Corp added | 11,618 | $107K | 0.0% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. | 11,000 | $101K | 0.0% | 2026-Q2 |
| First Citizens Financial Corp | 10,310 | $95K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 10,150 | $93K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 6,502 | $60K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 6,280 | $58K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,445 | $50K | 0.0% | 2026-Q2 |
| Axiom Investment Management LLC added | 3,848 | $35K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,791 | $35K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3,751 | $34K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 2,724 | $25K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 2,538 | $23K | 0.0% | 2026-Q2 |
| West Branch Capital LLC added | 2,318 | $21K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,861 | $17K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 1,600 | $15K | 0.0% | 2026-Q2 |
| GS Investments, Inc. | 1,350 | $12K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 1,000 | $9K | 0.0% | 2026-Q2 |
| JNBA Financial Advisors | 780 | $7K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 500 | $5K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 475 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 300 | $3K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 57 | $523 | 0.0% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 48 | $440 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 10,859,206 | $99M | 37.5% | 2026-Q1 stale (1 quarter behind) |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 316,951 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Polar Asset Management Partners Inc. added | 790,271 | $8M | 3.0% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.