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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
FFM
1051
Forum Financial Management
Illinois
$870K +$36.8K +55 +5%
OHWA
1052
Oak Hill Wealth Advisors
Virginia
$867K
CH
1053
Canton Hathaway
Rhode Island
$867K
SMH
1054
Sanders Morris Harris
Texas
$861K
CSPIA
1055
Cary Street Partners Investment Advisory
Virginia
$857K +$401K +598 +93%
FNBOSM
1056
First National Bank of South Miami
Florida
$856K -$79K -118 -9%
SRC
1057
Sage Rhino Capital
California
$852K -$36.2K -54 -4%
CAG
1058
Csenge Advisory Group
Florida
$847K +$2.68K +4 +0.3%
WJWM
1059
Williams Jones Wealth Management
New York
$842K -$360K -538 -31%
FPF
1060
First Pacific Financial
Washington
$835K +$14.7K +22 +2%
MWA
1061
Meridian Wealth Advisors
Texas
$832K +$2.01K +3 +0.2%
FNA
1062
First National Advisers
Nebraska
$830K +$175K +261 +28%
AOI
1063
Auto-Owners Insurance
Michigan
$829K
GC
1064
Gilbert & Cook
Iowa
$829K +$77.7K +116 +11%
AC
1065
AXQ Capital
New Jersey
$829K +$804K +1,200 New
ORC
1066
O'Rourke & Company
Massachusetts
$827K -$44.9K -67 -5%
BFPW
1067
BOK Financial Private Wealth
Colorado
$825K -$2.68K -4 -0.3%
BTW
1068
Boston Trust Walden
Massachusetts
$820K
CGFA
1069
Colton Groome Financial Advisors
North Carolina
$816K +$293K +438 +59%
1SB
1070
1ST Source Bank
Indiana
$814K -$22.1K -33 -3%
RC
1071
Roundview Capital
New Jersey
$814K +$16.1K +24 +2%
MS
1072
Maven Securities
Jersey
$814K +$789K +1,178 New
LOPW
1073
Live Oak Private Wealth
North Carolina
$810K +$6.03K +9 +0.8%
DWM
1074
Destination Wealth Management
California
$802K -$2.68K -4 -0.3%
UBG
1075
United Bank (Georgia)
Georgia
$800K -$74.3K -111 -9%

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.