We are live on ! Find out more
BLK icon

Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1076
Live Oak Private Wealth
North Carolina
$977K
PFA
1077
Pathway Financial Advisers
Indiana
$974K -$103K -128 -10%
PT
1078
Plimoth Trust
Massachusetts
$974K -$16.1K -20 -2%
TPI
1079
Trust Point Inc
Wisconsin
$974K +$34.5K +43 +4%
FPF
1080
First Pacific Financial
Washington
$972K +$1.61K +2 +0.2%
KWMG
1081
King Wealth Management Group
Florida
$970K +$21.7K +27 +2%
BCA
1082
Bay Colony Advisors
Massachusetts
$968K -$8.84K -11 -0.9%
HIC
1083
Hartline Investment Corp
Illinois
$968K +$933K +1,161 New
RTC
1084
Riverview Trust Company
Washington
$964K +$28.1K +35 +3%
OCM
1085
Orion Capital Management
California
$962K
ADL
1086
Asset Dedication LLC
California
$958K -$4.02K -5 -0.4%
SAM
1087
Smartleaf Asset Management
Massachusetts
$957K +$219K +272 +31%
TFA
1088
Transamerica Financial Advisors
Florida
$957K +$165K +205 +22%
SMH
1089
Sanders Morris Harris
Texas
$955K +$921K +1,146 New
AWM
1090
Aries Wealth Management
Maine
$954K -$73.9K -92 -7%
NS
1091
NBC Securities
Alabama
$947K +$67.5K +84 +8%
SCM
1092
Stonebridge Capital Management
California
$946K
AAS
1093
Ameritas Advisory Services
Nebraska
$944K +$8.84K +11 +0.9%
RC
1094
Roundview Capital
New Jersey
$943K +$9.64K +12 +1%
EGA
1095
E&G Advisors
Texas
$937K +$313K +390 +53%
MWA
1096
Meridian Wealth Advisors
Texas
$934K +$803 +1 +0.1%
MCC
1097
Money Concepts Capital
Florida
$934K +$24.1K +30 +3%
IWA
1098
Icon Wealth Advisors
Texas
$932K +$535K +666 +147%
PFGIA
1099
Patriot Financial Group Insurance Agency
Massachusetts
$931K +$24.1K +30 +3%
Nomura Holdings
1100
Nomura Holdings
Japan
$930K -$1.61M -2,007 -64%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.