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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
KWA
801
KCS Wealth Advisory
California
$1.79M +$46.2K +69 +3%
LPT
802
Legacy Private Trust
Wisconsin
$1.77M -$291K -434 -15%
PMA
803
Prudent Man Advisors
Illinois
$1.76M -$26.8K -40 -2%
PA
804
PFW Advisors
Georgia
$1.76M +$1.69M +2,530 New
NP
805
Nilsine Partners
Colorado
$1.75M +$36.2K +54 +2%
IEFM
806
IQ EQ Fund Management
Ireland
$1.74M +$12.7K +19 +0.8%
EWM
807
EPG Wealth Management
Georgia
$1.73M +$29.5K +44 +2%
1WA
808
180 Wealth Advisors
Washington
$1.73M +$51.6K +77 +3%
JIC
809
Johnson Investment Counsel
Ohio
$1.72M -$175K -261 -9%
MAS
810
Meeder Advisory Services
Ohio
$1.72M -$93.8K -140 -5%
MPPW
811
Mitchell & Pahl Private Wealth
Oklahoma
$1.72M +$71K +106 +4%
CIAS
812
Capital Investment Advisory Services
North Carolina
$1.71M -$12.7K -19 -0.8%
SWM
813
Spire Wealth Management
Virginia
$1.71M -$42.9K -64 -3%
KWILP
814
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.71M +$1.65M +2,467 New
LCM
815
Liberty Capital Management
Michigan
$1.7M +$93.1K +139 +6%
MCM
816
Maltese Capital Management
New York
$1.69M +$1.64M +2,450 New
BAM
817
Beaumont Asset Management
Texas
$1.69M -$4.02K -6 -0.2%
MCCP
818
Mission Creek Capital Partners
California
$1.69M -$151K -225 -8%
BAM
819
Belpointe Asset Management
Nevada
$1.67M -$81.7K -122 -5%
PRC
820
Pearl River Capital
Michigan
$1.67M +$374K +559 +30%
AUB
821
Atlantic Union Bankshares
Virginia
$1.66M -$1.03M -1,544 -39%
FA
822
FDx Advisors
Illinois
$1.66M -$5.89M -8,798 -79%
FFBTD
823
First Financial Bank - Trust Division
Ohio
$1.65M -$253K -377 -14%
BZWA
824
Blue Zone Wealth Advisors
California
$1.65M +$47.6K +71 +3%
SSI
825
Scott & Selber Inc
Texas
$1.63M -$5.36K -8 -0.3%

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.