We are live on ! Find out more
BLK icon

Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1451
Seed Wealth Management
Illinois
$304K
BWAM
1452
Boyd Watterson Asset Management
Ohio
$304K +$2.11K +3 +0.7%
RPWA
1453
Regent Peak Wealth Advisors
Georgia
$303K -$4.23K -6 -1%
IWA
1454
Intercontinental Wealth Advisors
Texas
$302K
CCT
1455
Chemung Canal Trust
New York
$301K +$47.2K +67 +17%
EFG
1456
Ethos Financial Group
Pennsylvania
$300K -$19K -27 -6%
AHB
1457
Abner Herrman & Brock
New Jersey
$300K -$4.93K -7 -2%
MWPCG
1458
Measured Wealth Private Client Group
New Hampshire
$300K -$9.86K -14 -3%
PWA
1459
Phoenix Wealth Advisors
North Carolina
$300K -$5.63K -8 -2%
LC
1460
LCNB Corp
Ohio
$300K
BP
1461
BBR Partners
New York
$299K -$43.7K -62 -12%
TIA
1462
Traphagen Investment Advisors
New Jersey
$297K +$23.2K +33 +8%
Wealth Enhancement Advisory Services
1463
Wealth Enhancement Advisory Services
Minnesota
$297K +$312K +443 New
IIA
1464
Integral Investment Advisors
California
$296K -$12.7K -18 -4%
EWA
1465
EverSource Wealth Advisors
Alabama
$296K -$63.4K -90 -17%
PCOC
1466
Power Corp of Canada
Canada
$295K
4WM
1467
44 Wealth Management
Oregon
$295K +$3.52K +5 +1%
RMCM
1468
Reynders McVeigh Capital Management
Massachusetts
$295K -$158K -225 -34%
MIM
1469
Moseley Investment Management
Florida
$295K +$704 +1 +0.2%
PWMG
1470
Prestige Wealth Management Group
New Jersey
$294K +$33.8K +48 +12%
ECM
1471
EagleClaw Capital Management
Massachusetts
$294K -$3.52K -5 -1%
NFC
1472
Northeast Financial Consultants
Connecticut
$294K
ZIG
1473
Zullo Investment Group
Pennsylvania
$293K +$704 +1 +0.2%
HBW
1474
Hazlett, Burt & Watson
West Virginia
$293K +$13.4K +19 +5%
GFS
1475
GYL Financial Synergies
Connecticut
$292K +$9.86K +14 +3%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.