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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$4.04M +$113K +141 +3%
PCM
602
Palouse Capital Management
Washington
$4.02M -$271K -337 -7%
CAM
603
Close Asset Management
United Kingdom
$4.01M +$105K +131 +3%
PIM
604
Penobscot Investment Management
Massachusetts
$4.01M -$16.1K -20 -0.4%
PNAA
605
Pictet North America Advisors
Switzerland
$3.97M -$922K -1,147 -19%
SP
606
SWS Partners
Ohio
$3.97M +$360K +448 +10%
AFA
607
Arlington Financial Advisors
California
$3.97M +$366K +456 +11%
AAS
608
Avantax Advisory Services
Texas
$3.95M -$242K -301 -6%
AWM
609
Axxcess Wealth Management
California
$3.94M +$1M +1,248 +36%
BHPW
610
Beverly Hills Private Wealth
California
$3.94M +$10.4K +13 +0.3%
PVI
611
Pine Valley Investments
New Jersey
$3.93M -$66.7K -83 -2%
PPWP
612
Proquility Private Wealth Partners
Nevada
$3.93M -$272K -338 -7%
TCA
613
Transcend Capital Advisors
New Jersey
$3.91M +$81.9K +102 +2%
TPCW
614
TD Private Client Wealth
New York
$3.9M +$58.6K +73 +2%
HT
615
Heritage Trust
Oklahoma
$3.9M -$20.1K -25 -0.5%
BA
616
Bristlecone Advisors
Washington
$3.88M +$98.8K +123 +3%
AT
617
American Trust
Kentucky
$3.88M -$94K -117 -2%
DA
618
Duality Advisers
Florida
$3.87M +$3.46M +4,303 +1,251%
BCM
619
Buckhead Capital Management
Georgia
$3.87M +$382K +475 +11%
ZCI
620
Zevenbergen Capital Investments
Washington
$3.86M +$100K +125 +3%
NIC
621
Northwest Investment Counselors
Oregon
$3.86M -$59.5K -74 -2%
SFP
622
Shepherd Financial Partners
Massachusetts
$3.85M +$93.2K +116 +3%
LF
623
Longbow Finance
Switzerland
$3.85M +$3.71M +4,617 New
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.85M -$295K -367 -7%
AWM
625
Avior Wealth Management
Nebraska
$3.84M +$407K +507 +12%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.