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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
SIC
1301
Sterling Investment Counsel
New York
$571K +$44.2K +55 +9%
NHT
1302
New Hampshire Trust
New Hampshire
$569K -$33.7K -42 -6%
QC
1303
Quent Capital
New York
$568K +$55.4K +69 +11%
PGWM
1304
Parisi Gray Wealth Management
New Jersey
$566K +$3.21K +4 +0.6%
RCA
1305
Resonant Capital Advisors
Wisconsin
$565K +$40.2K +50 +8%
SB
1306
Simmons Bank
Arkansas
$562K -$16.9K -21 -3%
RIA
1307
Realta Investment Advisors
Delaware
$562K -$14.5K -18 -3%
TA
1308
TFG Advisers
Michigan
$556K -$8.03K -10 -1%
EFS
1309
Essex Financial Services
Connecticut
$556K -$20.9K -26 -4%
AFA
1310
AA Financial Advisors
Ohio
$554K +$533K +664 New
C
1311
Certuity
Florida
$552K +$119K +148 +29%
AWA
1312
Arkadios Wealth Advisors
Georgia
$549K +$15.3K +19 +3%
BBNA
1313
Bremer Bank National Association
Minnesota
$548K -$834K -1,038 -61%
AAIS
1314
ABN AMRO Investment Solutions
$548K -$40.2K -50 -7%
AWM
1315
Aberdeen Wealth Management
Illinois
$547K
S
1316
Sachetta
Massachusetts
$547K
PWP
1317
Phillips Wealth Planners
Mississippi
$545K -$9.64K -12 -2%
FMTC
1318
Farmers & Merchants Trust Company
California
$544K -$12.1K -15 -2%
JCM
1319
Jacobi Capital Management
Pennsylvania
$543K -$4.82K -6 -0.9%
UCI
1320
Uncommon Cents Investing
Wisconsin
$542K
ALAM
1321
Asahi Life Asset Management
Japan
$542K +$229K +285 +78%
SP
1322
Symmetry Partners
Connecticut
$541K
KP
1323
Keel Point
Alabama
$541K +$49K +61 +10%
NG
1324
Norden Group
Utah
$540K +$145K +180 +38%
LFA
1325
Legacy Financial Advisors
Kentucky
$540K -$17.7K -22 -3%

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.