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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
BFG
701
Bleakley Financial Group
New Jersey
$3.01M +$28.9K +36 +1%
ZIG
702
Zurich Insurance Group
Switzerland
$3M
HSA
703
HBK Sorce Advisory
Pennsylvania
$3M +$192K +239 +7%
SW
704
Simplicity Wealth
New Jersey
$3M +$2.89M +3,597 New
MCB
705
Morton Community Bank
Illinois
$3M +$149K +185 +5%
FRA
706
Front Row Advisors
California
$3M -$4.02K -5 -0.1%
GDP
707
Great Diamond Partners
Maine
$2.99M +$65.1K +81 +2%
SCP
708
Stamos Capital Partners
California
$2.98M +$129K +160 +5%
IAS
709
Investment Advisory Services
Texas
$2.93M +$37K +46 +1%
NIG
710
NFJ Investment Group
Texas
$2.91M -$99.6K -124 -3%
IAA
711
Independent Advisor Alliance
North Carolina
$2.9M -$65.1K -81 -2%
EH
712
Equitable Holdings
New York
$2.9M -$15.3K -19 -0.5%
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M -$104K -130 -4%
CTC
714
Cetera Trust Company
Minnesota
$2.87M -$112K -140 -4%
WSCM
715
Wellington Shields Capital Management
New York
$2.85M +$2.28M +2,840 +488%
EHC
716
Everett Harris & Co
California
$2.85M -$106K -132 -4%
HIM
717
Harbour Investment Management
Washington
$2.84M
NFG
718
Nations Financial Group
Iowa
$2.84M -$85.2K -106 -3%
SFI
719
Siemens Fonds Invest
Germany
$2.83M -$50.6K -63 -2%
MSA
720
Marino Stram & Associates
Massachusetts
$2.83M +$83.6K +104 +3%
SCM
721
Stevens Capital Management
Pennsylvania
$2.81M +$2.71M +3,375 New
BWM
722
BKM Wealth Management
Wisconsin
$2.81M -$17.7K -22 -0.6%
AC
723
Addison Capital
Pennsylvania
$2.8M +$28.9K +36 +1%
FFA
724
First Foundation Advisors
California
$2.79M +$209K +260 +8%
CNFG
725
Creegan & Nassoura Financial Group
New Hampshire
$2.78M

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.