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-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened BHK while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 105 tracked filers holding BHK, 56 increased or opened the position and 54 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 2025-Q4 and 2026-Q1 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.
Full exits 5
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- StoneX Group Inc.$2M
- READYSTATE ASSET MANAGEMENT LP$963K
- NewEdge Advisors, LLC$743K
- Bramshill Investments, LLC$723K
Largest adds
- Allspring Global Investments Holdings, LLC$2M
- FIRST TRUST ADVISORS LP$1M
- LPL Financial LLC$904K
- OSAIC HOLDINGS, INC.$883K
- Rockefeller Capital Management L.P.$860K
- MORGAN STANLEY$614K
Largest trims
- SIT INVESTMENT ASSOCIATES INC$3M
- Beacon Pointe Advisors, LLC$1M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1M
- GUGGENHEIM CAPITAL LLC$886K
- Karpus Management, Inc.$845K
- BANK OF AMERICA CORP /DE/$806K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 10,859,206 | $99M | 35.4% | 2026-Q1 |
| MORGAN STANLEY added | 2,735,431 | $25M | 8.9% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,879,578 | $17M | 6.1% | 2026-Q1 |
| UBS Group AG added | 1,376,134 | $13M | 4.5% | 2026-Q1 |
| LPL Financial LLC added | 1,190,894 | $11M | 3.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,128,912 | $10M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 719,424 | $7M | 2.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 679,052 | $6M | 2.2% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 540,667 | $5M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 438,984 | $4M | 1.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 433,567 | $4M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 349,875 | $3M | 1.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 349,001 | $3M | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 339,588 | $3M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 324,216 | $3M | 1.1% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 316,951 | $3M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 305,131 | $3M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 234,502 | $2M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 186,859 | $2M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 159,262 | $1M | 0.5% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 122,729 | $1M | 0.4% | 2026-Q1 |
| ProVise Management Group, LLC trimmed | 116,046 | $1M | 0.4% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 114,919 | $1M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 100,505 | $921K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 99,621 | $911K | 0.3% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 93,464 | $856K | 0.3% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 87,066 | $798K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC | 84,075 | $770K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 79,386 | $727K | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 78,187 | $716K | 0.3% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. trimmed | 74,215 | $680K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 70,711 | $647K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 70,111 | $642K | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC added | 67,326 | $617K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 66,431 | $609K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 65,150 | $597K | 0.2% | 2026-Q1 |
| RHS Financial, LLC added | 62,073 | $569K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 60,681 | $556K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 59,105 | $541K | 0.2% | 2026-Q1 |
| Rareview Capital LLC | 55,308 | $538K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 58,094 | $532K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 53,478 | $490K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 51,038 | $468K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 44,225 | $405K | 0.1% | 2026-Q1 |
| Accel Wealth Management trimmed | 40,075 | $367K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 39,459 | $361K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 37,840 | $347K | 0.1% | 2026-Q1 |
| Hamrick Investment Counsel, llc new | 35,276 | $323K | 0.1% | 2026-Q1 |
| Clarity Financial LLC trimmed | 34,508 | $316K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 34,246 | $314K | 0.1% | 2026-Q1 |
| Intellus Advisors LLC added | 32,904 | $301K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 31,996 | $293K | 0.1% | 2026-Q1 |
| Patten Group, Inc. trimmed | 29,080 | $266K | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC added | 28,776 | $264K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,811 | $255K | 0.1% | 2026-Q1 |
| Uncommon Cents Investing LLC added | 27,481 | $252K | 0.1% | 2026-Q1 |
| Morse Asset Management, Inc added | 25,937 | $238K | 0.1% | 2026-Q1 |
| Ramiah Investment Group trimmed | 25,280 | $232K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 25,152 | $230K | 0.1% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC trimmed | 22,619 | $207K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 22,012 | $202K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 21,260 | $195K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. | 21,545 | $194K | 0.1% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 21,048 | $193K | 0.1% | 2026-Q1 |
| Valley Financial Group, Inc. | 20,572 | $188K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 20,054 | $184K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 19,513 | $179K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 19,176 | $176K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 19,113 | $175K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 16,962 | $163K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 16,017 | $147K | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 790,271 | $8M | 2.8% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 498,111 | $5M | 1.7% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp added | 265,871 | $3M | 0.9% | 2025-Q3 stale |
| Family Firm, Inc. added | 241,256 | $2M | 0.8% | 2025-Q2 stale |
| Yakira Capital Management, Inc. new | 214,584 | $2M | 0.7% | 2025-Q2 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD new | 208,925 | $2M | 0.7% | 2025-Q3 stale |
| StoneX Group Inc. added | 175,000 | $2M | 0.6% | 2025-Q4 stale |
| Selway Asset Management trimmed | 94,465 | $1M | 0.4% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP added | 100,390 | $963K | 0.3% | 2025-Q4 stale |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 77,797 | $756K | 0.3% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 77,498 | $743K | 0.3% | 2025-Q4 stale |
| Bramshill Investments, LLC added | 75,432 | $723K | 0.3% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 69,613 | $692K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 49,808 | $540K | 0.2% | 2025-Q1 stale |
| Janney Montgomery Scott LLC added | 51,311 | $492K | 0.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC new | 45,829 | $440K | 0.2% | 2025-Q4 stale |
| Alpine Global Management, LLC new | 40,000 | $389K | 0.1% | 2025-Q2 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 40,000 | $389K | 0.1% | 2025-Q2 stale |
| Ellis Investment Partners, LLC trimmed | 29,546 | $294K | 0.1% | 2025-Q3 stale |
| Tolleson Wealth Management, Inc. | 29,548 | $283K | 0.1% | 2025-Q4 stale |
| Shaker Financial Services, LLC added | 24,200 | $241K | 0.1% | 2025-Q3 stale |
| Marex Group plc added | 22,901 | $220K | 0.1% | 2025-Q4 stale |
| IAMS WEALTH MANAGEMENT, LLC | 20,000 | $194K | 0.1% | 2025-Q2 stale |
| Advisory Services Network, LLC | 20,196 | $194K | 0.1% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 19,501 | $187K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 18,876 | $183K | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 18,762 | $180K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 16,919 | $162K | 0.1% | 2025-Q4 stale |
| Claro Advisors LLC new | 14,478 | $144K | 0.1% | 2025-Q3 stale |
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.