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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
IWP
1126
Icon Wealth Partners
Texas
$715K -$1.55M -2,320 -69%
FTWA
1127
Fifth Third Wealth Advisors
Ohio
$715K +$234K +350 +51%
CT
1128
Chicago Trust
Illinois
$714K -$14.1K -21 -2%
FWM
1129
Forza Wealth Management
Florida
$713K
SIA
1130
Schechter Investment Advisors
Michigan
$710K +$22.8K +34 +3%
AWA
1131
Alta Wealth Advisors
Massachusetts
$710K -$2.68K -4 -0.4%
TCOT
1132
Trust Company of Toledo
Ohio
$709K -$90.4K -135 -12%
CPSC
1133
Carl P. Sherr & Co
Massachusetts
$708K
MIM
1134
Morningstar Investment Management
Illinois
$706K +$352K +526 +106%
BI
1135
Berkeley Inc
Idaho
$705K -$16.1K -24 -2%
MMA
1136
Miracle Mile Advisors
California
$705K -$122K -182 -15%
GAAM
1137
Guinness Atkinson Asset Management
California
$704K +$102K +152 +18%
BSW
1138
Buckingham Strategic Wealth
Missouri
$704K -$188K -280 -22%
RGI
1139
River Global Investors
United Kingdom
$702K +$288K +430 +73%
MM
1140
MQS Management
New York
$702K +$256K +382 +60%
CTA
1141
Colonial Trust Advisors
South Carolina
$701K -$670 -1 -0.1%
MCM
1142
Mendel Capital Management
Arkansas
$700K +$9.38K +14 +1%
LIM
1143
Loudon Investment Management
New Hampshire
$698K
SCM
1144
Shelton Capital Management
Colorado
$697K -$3.35K -5 -0.5%
FIB
1145
First Interstate Bank
Montana
$694K -$153K -229 -19%
BFA
1146
Beaumont Financial Advisors
Massachusetts
$693K +$24.1K +36 +4%
FCA
1147
Fortis Capital Advisors
Kansas
$691K -$6.7K -10 -1%
DA
1148
Dover Advisors
Virginia
$690K +$4.69K +7 +0.7%
DWA
1149
Douglass Winthrop Advisors
New York
$688K
NB
1150
Nicolet Bankshares
Wisconsin
$686K +$230K +344 +32%

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.