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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
CT
1126
Chicago Trust
Illinois
$705K -$24.7K -35 -3%
FNBOH
1127
First National Bank of Hutchinson
Kansas
$703K +$261K +370 +54%
IWM
1128
IHT Wealth Management
Illinois
$703K +$122K +173 +20%
BI
1129
Berkeley Inc
Idaho
$699K +$1.41K +2 +0.2%
AWM
1130
Aries Wealth Management
Maine
$699K +$1.41K +2 +0.2%
PFGIA
1131
Patriot Financial Group Insurance Agency
Massachusetts
$697K +$83.1K +118 +13%
BCA
1132
Bay Colony Advisors
Massachusetts
$695K +$13.4K +19 +2%
GSB
1133
Greenfield Savings Bank
Massachusetts
$694K -$24.7K -35 -3%
O
1134
Ossiam
France
$694K +$204K +290 +39%
FWM
1135
Forza Wealth Management
Florida
$690K +$113K +160 +18%
AWA
1136
Alta Wealth Advisors
Massachusetts
$690K -$2.82K -4 -0.4%
TFS
1137
Thoroughbred Financial Services
Tennessee
$686K -$2.11K -3 -0.3%
CPSC
1138
Carl P. Sherr & Co
Massachusetts
$686K
FCP
1139
Fidelis Capital Partners
Florida
$686K +$376K +534 +101%
AIM
1140
Anchor Investment Management
South Carolina
$685K
PFG
1141
PAX Financial Group
Texas
$684K -$4.93K -7 -0.7%
MW
1142
Marcum Wealth
Ohio
$682K +$118K +167 +20%
CTA
1143
Colonial Trust Advisors
South Carolina
$679K +$28.2K +40 +4%
CIA
1144
Choate Investment Advisors
Massachusetts
$678K
SCM
1145
Shelton Capital Management
Colorado
$678K +$74K +105 +12%
FCA
1146
Fortis Capital Advisors
Kansas
$676K -$2.82K -4 -0.4%
LIM
1147
Loudon Investment Management
New Hampshire
$676K
AF
1148
Allworth Financial
California
$675K +$311K +441 +78%
OIS
1149
Okabena Investment Services
Minnesota
$674K -$254K -361 -59%
CPIA
1150
Cornell Pochily Investment Advisors
New York
$673K -$38K -54 -5%

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.