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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
HWM
726
HB Wealth Management
Georgia
$2.76M +$366K +456 +16%
UB
727
Umpqua Bank
Oregon
$2.76M +$2.66M +3,307 New
BP
728
Ballentine Partners
Massachusetts
$2.74M -$119K -148 -4%
LNWWM
729
Laird Norton Wetherby Wealth Management
California
$2.72M -$12.1K -15 -0.5%
CG
730
CFO4Life Group
Texas
$2.72M -$20.1K -25 -0.8%
LBC
731
Lowe Brockenbrough & Co
Virginia
$2.71M -$184K -229 -7%
IHL
732
Investment House LLC
California
$2.7M +$1.16M +1,448 +81%
LAIC
733
Lederer & Associates Investment Counsel
California
$2.7M -$4.02K -5 -0.2%
BRWA
734
B. Riley Wealth Advisors
Florida
$2.65M +$613K +763 +23%
EDRH
735
Edmond de Rothschild Holding
Switzerland
$2.64M +$37K +46 +1%
UM
736
UniSuper Management
Australia
$2.63M -$2.56M -3,192 -50%
CG
737
Castellan Group
Kentucky
$2.62M +$337K +419 +15%
RSC
738
Red Spruce Capital
Pennsylvania
$2.61M -$37.8K -47 -1%
TCM
739
Teza Capital Management
Illinois
$2.58M +$2.49M +3,096 New
GRP
740
Global Retirement Partners
California
$2.56M +$144K +179 +6%
NERM
741
New England Research & Management
Illinois
$2.55M +$2.12M +2,633 +620%
WS
742
Wedbush Securities
California
$2.55M -$107K -133 -4%
CWI
743
Conscious Wealth Investments
Florida
$2.54M +$77.9K +97 +3%
DIA
744
Dana Investment Advisors
Wisconsin
$2.54M +$55.4K +69 +2%
SIM
745
Studio Investment Management
Illinois
$2.54M -$36.2K -45 -1%
BDS
746
Banco de Sabadell
Florida
$2.52M -$37K -46 -2%
HA
747
Harfst & Associates
Wyoming
$2.51M +$111K +138 +5%
CCB
748
Country Club Bank
Missouri
$2.49M -$9.64K -12 -0.4%
Verition Fund Management
749
Verition Fund Management
Connecticut
$2.47M +$1.8M +2,240 +308%
HCA
750
Harbor Capital Advisors
Illinois
$2.47M +$538K +670 +29%

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.