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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
EP
1201
Edgestream Partners
New Jersey
$605K -$1.06M -1,588 -64%
RGC
1202
Roberts, Glore & Co
Illinois
$605K
FCFC
1203
First Commonwealth Financial Corp
Pennsylvania
$605K +$12.1K +18 +2%
TFA
1204
Teamwork Financial Advisors
Texas
$602K +$14.7K +22 +3%
CA
1205
Continuum Advisory
Idaho
$599K +$38.2K +57 +7%
NAG
1206
Northstar Advisory Group
New Jersey
$599K -$743K -1,110 -56%
HPM
1207
Hoxton Planning & Management
West Virginia
$599K -$14.1K -21 -2%
JDR
1208
Jay D. Rosenbaum
$599K +$10.7K +16 +2%
GWANC
1209
Guardian Wealth Advisors (North Carolina)
North Carolina
$595K -$1.34K -2 -0.2%
PHIC
1210
Pine Haven Investment Counsel
Massachusetts
$594K +$12.1K +18 +2%
JWBC
1211
J.W. Burns & Co
New York
$594K
IFG
1212
Independent Financial Group
California
$594K +$28.1K +42 +5%
V
1213
VeraBank
Texas
$594K -$10K -15 -2%
CQS
1214
Credential Qtrade Securities
$593K -$34.8K -52 -6%
TPW
1215
Transatlantique Private Wealth
New York
$593K +$10.7K +16 +2%
KA
1216
Kovack Advisors
Florida
$589K -$5.36K -8 -0.9%
ADL
1217
Asset Dedication LLC
California
$589K -$6.7K -10 -1%
CFGS
1218
Concourse Financial Group Securities
Alabama
$587K -$25.5K -38 -4%
SCM
1219
Stevens Capital Management
Pennsylvania
$586K -$624K -932 -52%
EWA
1220
Etesian Wealth Advisors
Oregon
$585K -$10.7K -16 -2%
PA
1221
Procyon Advisors
Connecticut
$585K +$2.01K +3 +0.4%
FMB
1222
Field & Main Bank
Kentucky
$582K +$10K +15 +2%
NBT
1223
Northwest Bank & Trust
Iowa
$582K +$564K +842 New
AWE
1224
Avidian Wealth Enterprises
Texas
$581K -$144K -215 -20%
IAIM
1225
International Assets Investment Management
Florida
$579K +$23.4K +35 +4%

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.