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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
LWA
851
Lineweaver Wealth Advisors
Ohio
$1.49M +$46.9K +70 +3%
DEA
852
DoubleLine ETF Adviser
Florida
$1.48M +$291K +435 +25%
QT
853
Quantamental Technologies
New York
$1.48M -$553K -825 -28%
SFA
854
Sequoia Financial Advisors
Ohio
$1.48M +$378K +564 +36%
MWM
855
Marion Wealth Management
Pennsylvania
$1.47M +$34.8K +52 +3%
BSAM
856
Blue Square Asset Management
New York
$1.47M +$1.09M +1,633 +333%
CCA
857
Checchi Capital Advisers
California
$1.46M +$92.4K +138 +7%
BAMCO Inc
858
BAMCO Inc
New York
$1.45M +$469K +700 +50%
TFCP
859
Twin Focus Capital Partners
Massachusetts
$1.45M -$71K -106 -5%
STC
860
Sarah T. Connolly
$1.45M -$1.34K -2 -0.1%
9WM
861
9258 Wealth Management
Ohio
$1.44M +$2.01K +3 +0.1%
LCM
862
Logan Capital Management
Pennsylvania
$1.43M -$12.7K -19 -0.9%
WANY
863
Wealthspire Advisors (New York)
New York
$1.43M +$193K +288 +16%
XT
864
XTX Topco
Cayman Islands
$1.43M +$1.39M +2,072 New
SF
865
Symphony Financial
Texas
$1.43M -$121K -181 -8%
SFB
866
STAR Financial Bank
Indiana
$1.43M -$4.02K -6 -0.3%
BHIC
867
Bassett Hargrove Investment Counsel
Delaware
$1.43M +$8.04K +12 +0.6%
CANC
868
Culbertson A N & Co
Virginia
$1.42M +$149K +222 +12%
TNAM
869
Terra Nova Asset Management
New York
$1.41M -$4.02K -6 -0.3%
RWB
870
RMR Wealth Builders
New Jersey
$1.4M +$357K +533 +36%
MSAM
871
Moloney Securities Asset Management
Missouri
$1.4M -$21.4K -32 -2%
CBTWT
872
Community Bank & Trust (Waco, Texas)
Texas
$1.39M
HCP
873
Holt Capital Partners
Texas
$1.39M +$46.9K +70 +4%
AFG
874
ABLE Financial Group
Arizona
$1.38M +$238K +355 +22%
CK
875
Cohen Klingenstein
New York
$1.38M

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.