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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
AIP
626
Ameritas Investment Partners
Nebraska
$3.79M -$89.2K -111 -2%
RSWM
627
Robertson Stephens Wealth Management
California
$3.79M +$368K +458 +11%
QCM
628
Quantinno Capital Management
New York
$3.75M +$638K +794 +21%
PS
629
Principal Securities
Iowa
$3.75M +$132K +164 +4%
LOIM
630
Liberty One Investment Management
Illinois
$3.73M +$184K +229 +5%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$3.7M +$8.84K +11 +0.2%
CCM
632
Consolidated Capital Management
California
$3.68M -$56.2K -70 -2%
O
633
Ossiam
France
$3.67M +$1.54M +1,918 +77%
CTC
634
Central Trust Company
Missouri
$3.67M -$80.3K -100 -2%
KCM
635
Kanawha Capital Management
Virginia
$3.67M +$224K +279 +7%
CFSG
636
Community Financial Services Group
Vermont
$3.66M +$3.52M +4,387 New
EF
637
Empowered Funds
Pennsylvania
$3.63M +$409K +509 +13%
GIA
638
GHP Investment Advisors
Colorado
$3.63M +$110K +137 +3%
GP
639
Greenline Partners
New York
$3.6M
ERWM
640
Elk River Wealth Management
Colorado
$3.6M -$355K -442 -9%
ASN
641
Advisory Services Network
Georgia
$3.6M +$264K +328 +8%
JWCA
642
J.W. Coons Advisors
Ohio
$3.6M +$603K +751 +21%
HCA
643
Harbour Capital Advisors
Virginia
$3.59M +$26.5K +33 +0.8%
First Trust Advisors
644
First Trust Advisors
Illinois
$3.58M -$5.18M -6,443 -60%
VAS
645
Vestmark Advisory Solutions
Massachusetts
$3.56M +$145K +180 +4%
AIC
646
Argus Investors Counsel
New York
$3.55M -$186K -232 -5%
AL
647
Arnhold LLC
New York
$3.55M
TYCC
648
Texas Yale Capital Corp
Florida
$3.53M +$16.1K +20 +0.5%
Assenagon Asset Management
649
Assenagon Asset Management
Luxembourg
$3.51M -$20M -24,835 -85%
TCA
650
Trifecta Capital Advisors
Illinois
$3.51M +$137K +170 +4%

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.