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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
USCWA
1176
U.S. Capital Wealth Advisors
Texas
$644K -$37.5K -56 -6%
EA
1177
Emerald Advisors
Washington
$643K +$38.8K +58 +7%
DTL
1178
Dynamic Technology Lab
Singapore
$642K +$622K +929 New
RGF
1179
Retirement Guys Formula
Ohio
$642K +$47.6K +71 +8%
TC
1180
Trust Company
Kansas
$639K -$368K -550 -37%
MIM
1181
MTM Investment Management
South Carolina
$635K
WA1
1182
Wimmer Associates 1
California
$634K -$5.36K -8 -0.9%
PWP
1183
Phillips Wealth Planners
Mississippi
$634K +$102K +152 +20%
BHBT
1184
Burke & Herbert Bank & Trust
Virginia
$634K -$40.9K -61 -6%
CA
1185
Claro Advisors
Massachusetts
$634K +$22.1K +33 +4%
LWAM
1186
Legacy Wealth Asset Management
Minnesota
$633K -$149K -222 -20%
GC
1187
Grimes & Company
Massachusetts
$629K -$14.7K -22 -2%
WorldQuant Millennium Advisors
1188
WorldQuant Millennium Advisors
New York
$628K -$2.08M -3,104 -77%
WPW
1189
Waldron Private Wealth
Pennsylvania
$625K -$142K -212 -19%
CAAS
1190
Capital Asset Advisory Services
Michigan
$625K -$28.8K -43 -5%
RCM
1191
Raleigh Capital Management
North Carolina
$625K -$11.4K -17 -2%
NP
1192
Ninepoint Partners
Ontario, Canada
$624K +$605K +903 New
WAP
1193
Wealthcare Advisory Partners
Pennsylvania
$623K +$2.01K +3 +0.3%
STCOSD
1194
Sageworth Trust Company of South Dakota
South Dakota
$622K
VSQM
1195
V-Square Quantitative Management
Illinois
$618K -$180K -269 -23%
BW
1196
Bison Wealth
Georgia
$618K +$599K +894 New
LC
1197
Lavaca Capital
Texas
$617K -$34.2K -51 -5%
DG
1198
DMC Group
Alabama
$614K +$6.03K +9 +1%
AFG
1199
Alterity Financial Group
Maine
$612K -$19.4K -29 -3%
WGCA
1200
Wolf Group Capital Advisors
Virginia
$610K -$56.9K -85 -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.