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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
CA
1201
Claro Advisors
Massachusetts
$592K +$11.3K +16 +2%
DG
1202
DMC Group
Alabama
$586K +$106K +151 +21%
VAM
1203
Verity Asset Management
North Carolina
$586K -$4.23K -6 -0.7%
RGC
1204
Roberts, Glore & Co
Illinois
$586K
V
1205
VeraBank
Texas
$585K -$74K -105 -11%
EA
1206
Emerald Advisors
Washington
$584K -$12.7K -18 -2%
GAAM
1207
Guinness Atkinson Asset Management
California
$580K +$13.4K +19 +2%
BONST
1208
Bank of Nova Scotia Trust
Ontario, Canada
$579K -$38K -54 -6%
CFP
1209
Catalyst Financial Partners
Massachusetts
$579K +$347K +493 +132%
CW
1210
Channel Wealth
California
$579K +$609K +865 New
BPWM
1211
Badgley Phelps Wealth Managers
Washington
$578K +$60.6K +86 +11%
ADL
1212
Asset Dedication LLC
California
$578K +$29.6K +42 +5%
AWM
1213
Accurate Wealth Management
Florida
$578K +$113K +161 +23%
GWANC
1214
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$160K +227 +36%
EWA
1215
Etesian Wealth Advisors
Oregon
$577K +$45.1K +64 +8%
KA
1216
Kovack Advisors
Florida
$576K -$88.8K -126 -13%
JWBC
1217
J.W. Burns & Co
New York
$575K
RGF
1218
Retirement Guys Formula
Ohio
$574K +$4.23K +6 +0.7%
BAM
1219
Blueshift Asset Management
New Jersey
$574K +$604K +858 New
FCFC
1220
First Commonwealth Financial Corp
Pennsylvania
$573K -$48.6K -69 -7%
JDR
1221
Jay D. Rosenbaum
$569K +$62.7K +89 +12%
TFA
1222
Teamwork Financial Advisors
Texas
$568K +$13.4K +19 +2%
TFA
1223
Trinity Financial Advisors
Ohio
$567K -$95.8K -136 -14%
PA
1224
Procyon Advisors
Connecticut
$564K -$187K -266 -24%
PHIC
1225
Pine Haven Investment Counsel
Massachusetts
$563K +$26.1K +37 +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.