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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LT
1251
Legacy Trust
Michigan
$649K +$5.62K +7 +0.9%
EWA
1252
Etesian Wealth Advisors
Oregon
$647K -$19.3K -24 -3%
HFAS
1253
Hummer Financial Advisory Services
Illinois
$646K +$20.1K +25 +3%
BIA
1254
BHK Investment Advisors
Alabama
$643K +$418K +520 +207%
SAM
1255
Smithbridge Asset Management
Pennsylvania
$642K
SPL
1256
Smart Portfolios LLC
Washington
$642K +$20.1K +25 +3%
FIB
1257
First Interstate Bank
Montana
$641K -$30.5K -38 -5%
NB
1258
Nicolet Bankshares
Wisconsin
$640K +$5.62K +7 +0.9%
OC
1259
Oakworth Capital
Alabama
$635K -$13.7K -17 -2%
PI
1260
PEAK6 Investments
Illinois
$631K -$724K -901 -54%
PSB
1261
Passumpsic Savings Bank
Vermont
$630K +$607K +756 New
KIA
1262
KLR Investment Advisors
Rhode Island
$630K +$10.4K +13 +2%
WGCA
1263
Wolf Group Capital Advisors
Virginia
$630K
WMP
1264
Wealth Management Partners
Arizona
$628K -$28.9K -36 -5%
Dodge & Cox
1265
Dodge & Cox
California
$625K
GWM
1266
Glass Wealth Management
Texas
$625K +$603K +750 New
FPAS
1267
Focus Partners Advisor Solutions
Missouri
$625K +$374K +466 +165%
BHBT
1268
Burke & Herbert Bank & Trust
Virginia
$624K -$24.1K -30 -4%
NBT
1269
Northwest Bank & Trust
Iowa
$623K -$3.21K -4 -0.5%
IF
1270
Intrua Financial
Texas
$622K -$7.23K -9 -1%
NHC
1271
Nicholas Hoffman & Company
Georgia
$622K +$44.2K +55 +8%
FMWA
1272
Forvis Mazars Wealth Advisors
Missouri
$614K +$109K +136 +23%
CWP
1273
Concord Wealth Partners
Virginia
$612K -$8.84K -11 -1%
SBF
1274
Sara-Bay Financial
Florida
$611K +$210K +262 +55%
1IA
1275
1834 Investment Advisors
Wisconsin
$607K +$36.2K +45 +7%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.