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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
GIA
1426
Guyasuta Investment Advisors
Pennsylvania
$416K
AF
1427
Advisornet Financial
Minnesota
$415K +$98.8K +123 +33%
SL
1428
Summitry LLC
California
$415K +$57K +71 +17%
CWM
1429
Congress Wealth Management
Massachusetts
$415K -$8.84K -11 -2%
AL
1430
Aspiriant LLC
California
$414K -$10.4K -13 -3%
SF
1431
Symphony Financial
Texas
$414K +$4.02K +5 +1%
CJ
1432
Caitlin John
Michigan
$413K +$14.5K +18 +4%
EW
1433
Evoke Wealth
California
$412K +$397K +494 New
HFP
1434
Holistic Financial Partners
Indiana
$412K -$90.8K -113 -19%
EFG
1435
Everhart Financial Group
Ohio
$411K +$34.5K +43 +10%
NRS
1436
Neville Rodie & Shaw
New York
$411K +$74.7K +93 +23%
VAG
1437
VisionPoint Advisory Group
Texas
$410K +$132K +164 +50%
BIAS
1438
Beacon Investment Advisory Services
New Jersey
$409K -$64.3K -80 -14%
CAAS
1439
Capital Asset Advisory Services
Michigan
$409K -$132K -164 -24%
EB
1440
Exchange Bank
California
$408K -$7.23K -9 -2%
IF
1441
Integrity Financial
Wyoming
$407K
ECG
1442
Edge Capital Group
Georgia
$406K -$94K -117 -19%
FCH
1443
Freestone Capital Holdings
Washington
$406K -$803 -1 -0.2%
EWA
1444
ERTS Wealth Advisors
Michigan
$402K -$45K -56 -10%
BTWM
1445
Baker Tilly Wealth Management
Wisconsin
$401K +$24.1K +30 +7%
ORC
1446
O'Rourke & Company
Massachusetts
$401K -$234K -291 -38%
AC
1447
Allstate Corporation
Illinois
$399K -$22.5K -28 -6%
USB
1448
Union Savings Bank
Connecticut
$396K -$32.1K -40 -8%
NL
1449
NWAM LLC
Washington
$396K -$4.77M -5,943 -92%
RPWA
1450
Regent Peak Wealth Advisors
Georgia
$395K +$1.61K +2 +0.4%

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.