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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
WAP
1276
Wealthcare Advisory Partners
Pennsylvania
$605K +$4.82K +6 +0.8%
BIP
1277
Blueprint Investment Partners
North Carolina
$604K +$52.2K +65 +10%
KIG
1278
Kowal Investment Group
Wisconsin
$603K +$35.4K +44 +6%
WC
1279
Waterloo Capital
Texas
$602K +$179K +223 +45%
WA
1280
Wealth Alliance
New York
$601K +$238K +296 +70%
EFL
1281
ERn Financial LLC
Wisconsin
$596K -$5.62K -7 -1%
CWM
1282
Centurion Wealth Management
Virginia
$595K -$49.8K -62 -8%
VI
1283
Versor Investments
New York
$589K +$568K +707 New
KWM
1284
Kolinsky Wealth Management
New Jersey
$589K +$32.1K +40 +6%
BWM
1285
Buckley Wealth Management
Nevada
$586K +$9.64K +12 +2%
SIA
1286
Schear Investment Advisers
Ohio
$586K +$10.4K +13 +2%
AIM
1287
Allen Investment Management
New York
$585K -$34.5K -43 -6%
PIA
1288
Powell Investment Advisors
Florida
$585K -$1.61K -2 -0.3%
LI
1289
LMCG Investments
Massachusetts
$582K -$15.3K -19 -3%
PI
1290
PFG Investments
New York
$581K +$173K +215 +45%
JFA
1291
JNBA Financial Advisors
Minnesota
$581K -$80.3K -100 -13%
KWA
1292
Kingswood Wealth Advisors
California
$581K +$13.7K +17 +3%
USCWA
1293
U.S. Capital Wealth Advisors
Texas
$577K -$129K -160 -19%
CFG
1294
Cooper Financial Group
California
$576K +$25.7K +32 +5%
CAL
1295
Capital Advisors Ltd
Ohio
$576K +$16.1K +20 +3%
EA
1296
Everpar Advisors
Oklahoma
$575K -$13.7K -17 -2%
PA
1297
Probity Advisors
Texas
$575K -$7.23K -9 -1%
RW
1298
Rede Wealth
Virginia
$575K +$6.43K +8 +1%
VCM
1299
Virtue Capital Management
Tennessee
$572K -$313K -390 -35%
AP
1300
Americana Partners
Texas
$571K -$279K -347 -34%

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.