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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
BIAS
1351
Beacon Investment Advisory Services
New Jersey
$406K -$44.2K -66 -10%
DWM
1352
Drive Wealth Management
Utah
$403K +$29.5K +44 +8%
AWM
1353
Ameliora Wealth Management
Switzerland
$402K
WA
1354
WBH Advisory
Maryland
$402K +$670 +1 +0.2%
LFA
1355
Legacy Financial Advisors
Kentucky
$401K +$65.6K +98 +20%
OIS
1356
Okabena Investment Services
Minnesota
$400K +$218K +325 +128%
KIG
1357
Kowal Investment Group
Wisconsin
$400K -$2.68K -4 -0.7%
WPA
1358
West Paces Advisors
Georgia
$399K -$355K -530 -48%
HW
1359
Hancock Whitney
Mississippi
$399K -$152K -227 -28%
RIA
1360
Regal Investment Advisors
Michigan
$397K -$8.71K -13 -2%
AAIS
1361
ABN AMRO Investment Solutions
$395K -$1.25M -1,872 -77%
PAG
1362
Powers Advisory Group
Illinois
$394K +$12.1K +18 +3%
CPC
1363
Congress Park Capital
New York
$394K -$20.1K -30 -5%
MSFS
1364
Main Street Financial Solutions
Pennsylvania
$393K -$56.3K -84 -13%
MA
1365
MCF Advisors
Kentucky
$393K +$96.4K +144 +34%
GLA
1366
Good Life Advisors
Pennsylvania
$392K +$16.1K +24 +4%
EFSCE
1367
Enterprise Financial Services Corp (EFSC)
Missouri
$389K +$7.37K +11 +2%
HFP
1368
Holistic Financial Partners
Indiana
$383K +$19.4K +29 +6%
RFP
1369
Root Financial Partners
California
$382K +$670 +1 +0.2%
APA
1370
Astoria Portfolio Advisors
New York
$381K +$24.8K +37 +8%
LWMM
1371
Legacy Wealth Management (Mississippi)
Mississippi
$381K -$1.34K -2 -0.4%
JGGDR
1372
JGP Global Gestao de Recursos
Brazil
$380K +$368K +550 New
WCM
1373
Weik Capital Management
Pennsylvania
$379K
WSCM
1374
Wellington Shields Capital Management
New York
$379K
FDCC
1375
Foster Dykema Cabot & Co
Massachusetts
$378K

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.