We are live on ! Find out more
BLK icon

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
EWA
1451
EverSource Wealth Advisors
Alabama
$306K +$670 +1 +0.2%
BP
1452
BBR Partners
New York
$305K -$3.35K -5 -1%
4WM
1453
44 Wealth Management
Oregon
$305K +$670 +1 +0.2%
USB
1454
Union Savings Bank
Connecticut
$305K +$277K +413 New
CCT
1455
Chemung Canal Trust
New York
$304K -$6.7K -10 -2%
ECM
1456
EagleClaw Capital Management
Massachusetts
$304K
MIM
1457
Moseley Investment Management
Florida
$303K -$1.34K -2 -0.5%
GCA
1458
Gradient Capital Advisors
California
$303K +$41.5K +62 +16%
AL
1459
Aspiriant LLC
California
$302K +$293K +437 New
HI
1460
Harbour Investments
Wisconsin
$302K -$100K -150 -26%
Luther King Capital Management (LKCM)
1461
Luther King Capital Management (LKCM)
Texas
$301K -$84.4K -126 -22%
RP
1462
Riverwater Partners
Wisconsin
$301K
OCM
1463
Objective Capital Management
Ohio
$301K
EFG
1464
Ethos Financial Group
Pennsylvania
$300K
PWA
1465
Phoenix Wealth Advisors
North Carolina
$300K -$9.38K -14 -3%
TIA
1466
Traphagen Investment Advisors
New Jersey
$300K -$6.03K -9 -2%
AIP
1467
Almanack Investment Partners
Pennsylvania
$299K -$1.34K -2 -0.5%
BLC
1468
Brown, Lisle/Cummings
Rhode Island
$298K +$61.6K +92 +27%
GIM
1469
Goelzer Investment Management
Indiana
$297K -$16.1K -24 -5%
3IP
1470
3Chopt Investment Partners
Virginia
$296K -$2.01K -3 -0.7%
AR
1471
Advisory Research
Illinois
$296K +$287K +429 New
MCWS
1472
McKinley Carter Wealth Services
West Virginia
$296K -$46.2K -69 -14%
ZIG
1473
Zullo Investment Group
Pennsylvania
$295K -$8.04K -12 -3%
BFO
1474
Biltmore Family Office
North Carolina
$294K -$2.68K -4 -0.9%
VAM
1475
Verity Asset Management
North Carolina
$294K -$302K -451 -51%

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.