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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
NCG
1276
Newport Capital Group
New Jersey
$498K +$482K +720 New
BCM
1277
Boltwood Capital Management
California
$496K +$7.37K +11 +2%
BCM
1278
Brookstone Capital Management
Illinois
$495K -$493K -736 -50%
IAM
1279
Innovis Asset Management
Illinois
$495K -$259K -386 -35%
NHT
1280
New Hampshire Trust
New Hampshire
$494K +$670 +1 +0.1%
PIA
1281
Powell Investment Advisors
Florida
$487K -$20.1K -30 -4%
SIA
1282
Schear Investment Advisers
Ohio
$487K -$301K -450 -39%
BTWM
1283
Baker Tilly Wealth Management
Wisconsin
$486K -$5.36K -8 -1%
EFS
1284
Essex Financial Services
Connecticut
$486K -$8.71K -13 -2%
AIM
1285
Allen Investment Management
New York
$485K
TA
1286
TFG Advisers
Michigan
$483K +$2.01K +3 +0.4%
ANTB
1287
AMG National Trust Bank
Colorado
$483K -$67K -100 -13%
LGA
1288
Lebenthal Global Advisors
New York
$483K +$10K +15 +2%
LA
1289
Lane & Associates
New Jersey
$481K +$18.8K +28 +4%
BFA
1290
BMS Financial Advisors
South Dakota
$478K -$186K -278 -29%
TFA
1291
Trinity Financial Advisors
Ohio
$478K -$104K -155 -18%
AWA
1292
Arkadios Wealth Advisors
Georgia
$477K -$158K -236 -25%
SM
1293
Sciencast Management
New Jersey
$476K +$462K +690 New
CL
1294
Choreo LLC
Illinois
$475K -$6.7K -10 -1%
RIA
1295
Realta Investment Advisors
Delaware
$474K +$71.7K +107 +18%
KWM
1296
Kolinsky Wealth Management
New Jersey
$471K +$20.1K +30 +5%
KA
1297
Kozak & Associates
Colorado
$471K +$670 +1 +0.1%
SS
1298
Sunbelt Securities
Texas
$470K -$22.8K -34 -5%
AF
1299
Advisornet Financial
Minnesota
$470K +$1.34K +2 +0.3%
RW
1300
Rede Wealth
Virginia
$470K -$6.7K -10 -1%

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.