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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
RBC
851
Romano Brothers & Co
Illinois
$1.47M -$1.41K -2 -0.1%
DWT
852
Dorsey & Whitney Trust
South Dakota
$1.46M +$93K +132 +6%
BL
853
Balentine LLC
Georgia
$1.46M -$303K -430 -16%
EF
854
Empowered Funds
Pennsylvania
$1.45M +$263K +374 +21%
BOH
855
Bank of Hawaii
Hawaii
$1.44M +$177K +251 +13%
ITIM
856
Indiana Trust & Investment Management
Indiana
$1.44M +$19.7K +28 +1%
BAM
857
Byrne Asset Management
New Jersey
$1.43M -$162K -230 -10%
IHL
858
Investment House LLC
California
$1.43M -$38.7K -55 -3%
DT
859
Diversified Trust
Tennessee
$1.41M +$494K +701 +50%
STC
860
Sarah T. Connolly
$1.4M +$46.5K +66 +3%
SF
861
Summit Financial
New Jersey
$1.4M +$182K +258 +14%
LCM
862
Logan Capital Management
Pennsylvania
$1.4M -$57.8K -82 -4%
9WM
863
9258 Wealth Management
Ohio
$1.39M -$5.63K -8 -0.4%
LWA
864
Lineweaver Wealth Advisors
Ohio
$1.39M +$26.1K +37 +2%
MWM
865
Marion Wealth Management
Pennsylvania
$1.39M +$19K +27 +1%
SFB
866
STAR Financial Bank
Indiana
$1.39M -$33.1K -47 -2%
WC
867
Westhampton Capital
North Carolina
$1.38M -$7.04K -10 -0.5%
MSAM
868
Moloney Securities Asset Management
Missouri
$1.38M +$285K +405 +25%
TNAM
869
Terra Nova Asset Management
New York
$1.37M -$125K -177 -8%
NEI
870
Northwest & Ethical Investments
Ontario, Canada
$1.37M
AI
871
AXS Investments
New York
$1.36M +$7.75K +11 +0.5%
NPT
872
Nixon Peabody Trust
Massachusetts
$1.36M -$76.8K -109 -5%
TI
873
Tidal Investments
Wisconsin
$1.36M -$1.02M -1,441 -42%
BWP
874
Baldwin Wealth Partners
Massachusetts
$1.36M -$45.8K -65 -3%
CBTWT
875
Community Bank & Trust (Waco, Texas)
Texas
$1.35M -$15.5K -22 -1%

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.