We are live on ! Find out more
BLK icon

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
BOPW
1351
Brandywine Oak Private Wealth
Pennsylvania
$501K
SMA
1352
Sage Mountain Advisors
Georgia
$499K +$46.6K +58 +11%
GWM
1353
Geneos Wealth Management
Colorado
$498K +$27.3K +34 +6%
V
1354
VeraBank
Texas
$495K -$214K -266 -31%
KA
1355
Kozak & Associates
Colorado
$495K -$54.6K -68 -10%
IIA
1356
Integral Investment Advisors
California
$494K +$128K +159 +37%
NAG
1357
Northstar Advisory Group
New Jersey
$494K +$96.4K +120 +24%
SAM
1358
Seelaus Asset Management
New Jersey
$494K -$52.2K -65 -10%
IFU
1359
iSAM Funds (UK)
United Kingdom
$494K +$476K +592 New
AIA
1360
Angeles Investment Advisors
California
$492K
AWM
1361
Angeles Wealth Management
California
$490K +$1.61K +2 +0.3%
SFG
1362
Sather Financial Group
Texas
$490K +$4.82K +6 +1%
MCCA
1363
Mill Creek Capital Advisors
Pennsylvania
$489K -$1.61K -2 -0.3%
ICP
1364
Interchange Capital Partners
Pennsylvania
$488K +$137K +170 +45%
GA
1365
Geller Advisors
New York
$487K +$31.3K +39 +7%
BCM
1366
Brookstone Capital Management
Illinois
$486K +$41K +51 +10%
PP
1367
PDS Planning
Ohio
$486K +$3.21K +4 +0.7%
BAWM
1368
Bennett Associates Wealth Management
Pennsylvania
$485K -$99.6K -124 -18%
UAML
1369
US Asset Management LLC
Pennsylvania
$484K -$7.23K -9 -2%
OWP
1370
Obermeyer Wealth Partners
Colorado
$484K -$20.9K -26 -4%
KAM
1371
Knightsbridge Asset Management
California
$483K
AG
1372
Ascent Group
Virginia
$482K +$158K +197 +52%
BCV
1373
Banque Cantonale Vaudoise
Switzerland
$481K -$774K -964 -63%
CA
1374
Continuum Advisory
Idaho
$480K -$259K -323 -35%
OCM
1375
Objective Capital Management
Ohio
$475K +$120K +149 +35%

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.