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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
AFO
1501
Arrowroot Family Office
California
$275K +$267K +398 New
TC
1502
Trilogy Capital
California
$274K +$244K +365 New
FFG
1503
Frisch Financial Group
New York
$272K
PI
1504
PFG Investments
New York
$271K +$263K +392 New
NSB
1505
Norway Savings Bank
Maine
$271K +$263K +392 New
MW
1506
MBL Wealth
North Carolina
$270K -$6.7K -10 -2%
SIG
1507
Sargent Investment Group
Maryland
$270K +$2.68K +4 +1%
AGP
1508
Autumn Glory Partners
Texas
$270K +$261K +390 New
KA
1509
Klingman & Associates
New York
$270K +$261K +390 New
DOA
1510
D'Orazio & Associates
Virginia
$269K -$23.4K -35 -8%
TIA
1511
Tiemann Investment Advisors
California
$268K +$1.34K +2 +0.5%
JIC
1512
Joel Isaacson & Co
New York
$268K +$6.03K +9 +2%
WPA
1513
Winning Points Advisors
Florida
$266K
LAM
1514
L2 Asset Management
Massachusetts
$265K +$18.1K +27 +8%
SWM
1515
Silverlake Wealth Management
Vermont
$264K +$2.01K +3 +0.8%
EM
1516
Excalibur Management
Massachusetts
$263K +$2.68K +4 +1%
AWM
1517
Angeles Wealth Management
California
$263K +$14.7K +22 +6%
TNA
1518
True North Advisors
Texas
$263K +$255K +381 New
AFT
1519
Alpha Family Trust
California
$263K
MPI
1520
Mairs & Power Inc
Minnesota
$263K +$255K +380 New
APW
1521
Acima Private Wealth
Virginia
$262K
OWA
1522
Opal Wealth Advisors
New York
$261K +$12.7K +19 +5%
PWM
1523
Palumbo Wealth Management
New York
$260K +$1.34K +2 +0.5%
HAS
1524
HBW Advisory Services
California
$259K +$251K +375 New
EW
1525
Evoke Wealth
California
$258K -$62.7M -93,539 -100%

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.