We are live on ! Find out more
BLK icon

Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
626
Elk River Wealth Management
Colorado
$3.33M -$123K -183 -4%
APP
627
Avantax Planning Partners
Iowa
$3.33M -$87.1K -130 -3%
FFA
628
First Foundation Advisors
California
$3.29M +$41.5K +62 +1%
PWP
629
Principle Wealth Partners
Connecticut
$3.27M +$134K +200 +4%
HT
630
Heritage Trust
Oklahoma
$3.27M +$63K +94 +2%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M +$10.7K +16 +0.3%
FT
632
Fiduciary Trust
Massachusetts
$3.26M -$484K -722 -13%
ECM
633
Everence Capital Management
Indiana
$3.25M
AIP
634
Ameritas Investment Partners
Nebraska
$3.25M -$186K -277 -6%
MBTD
635
Mechanics Bank - Trust Department
California
$3.24M +$49.6K +74 +2%
SWA
636
Stratos Wealth Advisors
Ohio
$3.24M +$384K +573 +14%
AAS
637
Avantax Advisory Services
Texas
$3.23M -$85.7K -128 -3%
NIC
638
Northwest Investment Counselors
Oregon
$3.22M -$26.8K -40 -0.9%
CWM
639
Compass Wealth Management
Connecticut
$3.21M -$6.7K -10 -0.2%
AFA
640
Arlington Financial Advisors
California
$3.21M +$34.8K +52 +1%
PIM
641
Penobscot Investment Management
Massachusetts
$3.2M -$93.8K -140 -3%
AWM
642
AE Wealth Management
Kansas
$3.19M -$1.72M -2,574 -36%
Wolverine Trading
643
Wolverine Trading
Illinois
$3.19M -$2.42M -3,608 -44%
V
644
Veritable
Delaware
$3.18M -$378K -565 -11%
NPP
645
New Potomac Partners
Maryland
$3.18M -$28.1K -42 -0.9%
Lazard Asset Management
646
Lazard Asset Management
New York
$3.18M -$297K -443 -9%
WCM
647
Wunderlich Capital Managemnt
Tennessee
$3.16M +$20.1K +30 +0.7%
EF
648
Empirical Finance
Pennsylvania
$3.15M +$340K +508 +13%
LCM
649
Laurion Capital Management
New York
$3.13M +$3.03M +4,529 New
IG
650
ING Group
Netherlands
$3.12M -$3.3M -4,927 -52%

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.