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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
GIA
1401
Guyasuta Investment Advisors
Pennsylvania
$353K +$4.02K +6 +1%
FBB
1402
Fulton Breakefield Broenniman
Maryland
$352K +$3.35K +5 +1%
EWM
1403
Evermay Wealth Management
Virginia
$350K -$19.4K -29 -5%
SB
1404
Strategic Blueprint
Georgia
$350K -$41.5K -62 -11%
CCP
1405
Carmel Capital Partners
California
$348K +$12.1K +18 +4%
MSRI
1406
Michael S. Ryan Inc
New York
$347K +$336K +501 New
ATWA
1407
Arbor Trust Wealth Advisors
Michigan
$346K +$4.02K +6 +1%
GG
1408
Gleason Group
Kentucky
$346K +$2.68K +4 +0.8%
WPI
1409
Walter Public Investments
Canada
$346K
IIC
1410
Ironwood Investment Counsel
Arizona
$345K -$161K -241 -33%
KP
1411
Keel Point
Alabama
$344K +$26.8K +40 +9%
CFG
1412
Carr Financial Group
Massachusetts
$343K +$4.69K +7 +1%
RB
1413
Renasant Bank
Mississippi
$342K -$36.8K -55 -10%
QC
1414
QCM Cayman
Texas
$342K +$332K +495 New
AI
1415
AdvisorShares Investments
Maryland
$341K +$331K +494 New
C
1416
Certuity
Florida
$341K -$45.5K -68 -12%
IF
1417
Integrity Financial
Wyoming
$337K
IWA
1418
Intercontinental Wealth Advisors
Texas
$337K +$24.8K +37 +8%
FCH
1419
Freestone Capital Holdings
Washington
$337K -$117K -174 -26%
WA
1420
Waverly Advisors
Alabama
$336K +$326K +486 New
HWMG
1421
Hurlow Wealth Management Group
Indiana
$335K +$670 +1 +0.2%
PSP
1422
Principal Street Partners
Tennessee
$334K -$50.2K -75 -13%
CFO
1423
Callan Family Office
Pennsylvania
$331K -$23.4K -35 -7%
CWM
1424
Congress Wealth Management
Massachusetts
$331K +$4.02K +6 +1%
RC
1425
Rovin Capital
Arizona
$330K -$22.8K -34 -7%

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.