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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
CW
1226
CreativeOne Wealth
Kansas
$579K -$666K -995 -54%
BPWM
1227
Badgley Phelps Wealth Managers
Washington
$577K -$19.4K -29 -3%
MRWM
1228
ML&R Wealth Management
Texas
$576K +$285K +425 +104%
WMP
1229
Wealth Management Partners
Arizona
$575K +$55.6K +83 +11%
KIA
1230
KLR Investment Advisors
Rhode Island
$571K +$12.1K +18 +2%
FAM
1231
Formidable Asset Management
Ohio
$568K
ECM
1232
Ensemble Capital Management
California
$567K
LWM
1233
Laidlaw Wealth Management
New York
$566K -$46.9K -70 -8%
FBFS
1234
First Business Financial Services
Wisconsin
$565K
SP
1235
Symmetry Partners
Connecticut
$563K
WDC
1236
Woodward Diversified Capital
California
$558K -$21.4K -32 -4%
MA
1237
Montag & Associates
Georgia
$558K +$460K +687 +573%
FWP
1238
FAS Wealth Partners
Kansas
$556K -$10K -15 -2%
EFL
1239
ERn Financial LLC
Wisconsin
$555K +$13.4K +20 +3%
SWM
1240
SeaCrest Wealth Management
New York
$555K +$40.9K +61 +8%
LT
1241
Legacy Trust
Michigan
$554K
CA
1242
Cullinan Associates
Kentucky
$553K +$67K +100 +14%
CWM
1243
Centurion Wealth Management
Virginia
$552K +$4.69K +7 +0.9%
GWM
1244
Geneos Wealth Management
Colorado
$551K +$55.6K +83 +12%
PCS
1245
Personal CFO Solutions
New Jersey
$550K +$11.4K +17 +2%
WMA
1246
West Michigan Advisors
Michigan
$545K +$34.2K +51 +7%
LI
1247
LMCG Investments
Massachusetts
$543K -$1.34K -2 -0.3%
SMC
1248
Smith, Moore & Co
Missouri
$541K -$4.02K -6 -0.8%
FFA
1249
Farther Finance Advisors
California
$539K +$20.8K +31 +4%
OC
1250
Oakworth Capital
Alabama
$539K -$15.4K -23 -3%

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.