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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$2.37M +$1.1M +1,560 +79%
IMOV
727
Investment Management of Virginia
Virginia
$2.37M -$52.8K -75 -2%
CG
728
CFO4Life Group
Texas
$2.36M -$13.4K -19 -0.5%
HIM
729
Harbour Investment Management
Washington
$2.35M +$704 +1 +0%
BMWM
730
Brown Miller Wealth Management
Virginia
$2.34M +$54.9K +78 +2%
CC
731
Cipher Capital
New York
$2.34M +$1.12M +1,594 +84%
PAM
732
Paradigm Asset Management
New York
$2.33M
CCB
733
Country Club Bank
Missouri
$2.32M +$132K +187 +6%
I
734
InceptionR
California
$2.31M +$2.43M +3,456 New
BDS
735
Banco de Sabadell
Florida
$2.29M -$153K -217 -6%
RSC
736
Red Spruce Capital
Pennsylvania
$2.28M +$120K +170 +5%
FTDI
737
First Trust Direct Indexing
Massachusetts
$2.28M +$183K +260 +8%
MWM
738
Mattern Wealth Management
Kansas
$2.28M -$95.8K -136 -4%
AIMCA
739
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.28M +$2.39M +3,400 New
GDP
740
Great Diamond Partners
Maine
$2.27M -$237K -336 -9%
CNFG
741
Creegan & Nassoura Financial Group
New Hampshire
$2.26M -$35.2K -50 -1%
HI
742
Horizon Investments
North Carolina
$2.25M -$464K -659 -16%
IWP
743
Icon Wealth Partners
Texas
$2.24M +$2.36M +3,354 New
CG
744
Colony Group
Massachusetts
$2.24M -$1.91M -2,716 -45%
MSA
745
Marino Stram & Associates
Massachusetts
$2.23M +$52.8K +75 +2%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$2.2M +$9.16K +13 +0.4%
EHC
747
Everett Harris & Co
California
$2.2M -$1.41K -2 -0.1%
LA
748
Lindenwold Advisors
Pennsylvania
$2.19M +$66.9K +95 +3%
ASN
749
Advisory Services Network
Georgia
$2.17M -$936K -1,329 -29%
BRWA
750
B. Riley Wealth Advisors
Florida
$2.17M +$158K +224 +7%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.