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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
FMTCOCP
976
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.06M -$31K -44 -3%
DWM
977
Dakota Wealth Management
Florida
$1.05M +$129K +183 +13%
SFA
978
Sequoia Financial Advisors
Ohio
$1.05M +$24.7K +35 +2%
LB
979
Legacy Bridge
Iowa
$1.05M +$35.2K +50 +3%
CIA
980
Capital Investment Advisors
Georgia
$1.05M -$562K -798 -34%
CWM
981
Chemistry Wealth Management
New York
$1.05M
WSC
982
Wellington Shields & Co
New York
$1.05M +$35.9K +51 +3%
VWM
983
Venturi Wealth Management
Texas
$1.04M -$90.2K -128 -8%
NCM
984
Noesis Capital Mangement
Florida
$1.04M
ST
985
Sentinel Trust
Texas
$1.04M +$1.1M +1,560 New
ATC
986
Adirondack Trust Company
New York
$1.04M -$3.52K -5 -0.3%
RWA
987
Rainsberger Wealth Advisors
Colorado
$1.03M +$299K +424 +38%
RAM
988
Redmond Asset Management
Virginia
$1.03M +$35.2K +50 +3%
AS
989
Altshuler Shaham
Israel
$1.03M -$70.4K -100 -6%
FA
990
Faithward Advisors
Pennsylvania
$1.02M +$237K +337 +27%
HPC
991
HM Payson & Co
Maine
$1.02M -$9.16K -13 -0.8%
BCM
992
Brookstone Capital Management
Illinois
$1.02M -$74K -105 -7%
CGL
993
Clarius Group LLC
Washington
$1.02M -$62.7K -89 -6%
TH
994
TCTC Holdings
Texas
$1.01M +$226K +321 +27%
WTA
995
Washington Trust Advisors
Massachusetts
$1.01M +$8.45K +12 +0.8%
FB
996
Fulton Bank
Pennsylvania
$1.01M +$24.7K +35 +2%
WBC
997
West Branch Capital
Massachusetts
$1.01M -$31K -44 -3%
CI
998
Carroll Investors
South Carolina
$1.01M -$1.48M -2,106 -58%
AC
999
Abbrea Capital
California
$1.01M
MTC
1000
Matrix Trust Company
Colorado
$1M +$245K +348 +30%

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.