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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
TAM
1401
Todd Asset Management
Kentucky
$440K
GWM
1402
Gray Wealth Management
Maine
$439K +$803 +1 +0.2%
HCM
1403
Hall Capital Management
Rhode Island
$437K -$8.84K -11 -2%
EFG
1404
Ethos Financial Group
Pennsylvania
$435K -$1.01M -1,253 -71%
GLA
1405
Good Life Advisors
Pennsylvania
$435K -$3.21K -4 -0.8%
TWM
1406
Tradition Wealth Management
Minnesota
$434K +$8.03K +10 +2%
TIA
1407
Traphagen Investment Advisors
New Jersey
$433K +$13.7K +17 +3%
RP
1408
Riverwater Partners
Wisconsin
$433K +$75.5K +94 +22%
BWM
1409
BigSur Wealth Management
Florida
$431K +$8.03K +10 +2%
WMA
1410
West Michigan Advisors
Michigan
$429K -$183K -228 -31%
LAM
1411
L2 Asset Management
Massachusetts
$429K +$32.1K +40 +8%
EFA
1412
Evernest Financial Advisors
Indiana
$429K -$53K -66 -10%
GFP
1413
Gryphon Financial Partners
Ohio
$428K +$61.9K +77 +18%
BTI
1414
Blue Trust Inc
Georgia
$427K -$194K -241 -32%
MSRI
1415
Michael S. Ryan Inc
New York
$426K -$14.5K -18 -3%
SSWM
1416
Strait & Sound Wealth Management
California
$425K -$2.41K -3 -0.6%
GG
1417
Gleason Group
Kentucky
$425K +$2.41K +3 +0.6%
TFS
1418
Thoroughbred Financial Services
Tennessee
$424K -$520K -647 -56%
SR
1419
Syntax Research
Florida
$423K +$19.3K +24 +5%
DSC
1420
Duncker Streett & Co
Missouri
$423K
RC
1421
Rovin Capital
Arizona
$421K +$24.9K +31 +7%
LIM
1422
Loudon Investment Management
New Hampshire
$417K -$350K -436 -47%
LWMM
1423
Legacy Wealth Management (Mississippi)
Mississippi
$417K -$22.5K -28 -5%
CFG
1424
Carr Financial Group
Massachusetts
$416K +$1.61K +2 +0.4%
BAM
1425
Berkshire Asset Management
Pennsylvania
$416K -$105K -131 -21%

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.