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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
FPWM
1501
FSB Premier Wealth Management
Iowa
$358K +$803 +1 +0.2%
RFG
1502
RFP Financial Group
Georgia
$355K +$1.61K +2 +0.5%
AGWCA
1503
Annis Gardner Whiting Capital Advisors
Florida
$355K +$144K +179 +72%
DOA
1504
D'Orazio & Associates
Virginia
$355K +$38.6K +48 +13%
BFO
1505
Biltmore Family Office
North Carolina
$355K
T
1506
TOBAM
France
$354K +$161K +201 +90%
SWM
1507
Seed Wealth Management
Illinois
$353K -$21.7K -27 -6%
PSP
1508
Principal Street Partners
Tennessee
$353K -$5.62K -7 -2%
MNBTD
1509
Moody National Bank Trust Division
Texas
$351K
TC
1510
Trilogy Capital
California
$349K +$25.7K +32 +8%
CAMV
1511
Concord Asset Management (Virginia)
Virginia
$348K -$12.9K -16 -4%
LWCFA
1512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K +$9.64K +12 +3%
APW
1513
Austin Private Wealth
Texas
$345K +$39.4K +49 +13%
EWA
1514
EverSource Wealth Advisors
Alabama
$345K -$4.82K -6 -1%
PA
1515
Procyon Advisors
Connecticut
$345K -$2.41K -3 -0.7%
KWAG
1516
Kiely Wealth Advisory Group
North Carolina
$344K
SWMP
1517
Signature Wealth Management Partners
New Jersey
$343K -$3.21K -4 -1%
GBT
1518
Grove Bank & Trust
Florida
$342K +$4.82K +6 +1%
MRWM
1519
ML&R Wealth Management
Texas
$341K
TIA
1520
Tiemann Investment Advisors
California
$340K
BBI
1521
Baxter Bros Inc
Connecticut
$340K +$38.6K +48 +13%
CI
1522
CX Institutional
Indiana
$339K -$4.82K -6 -1%
Empower Advisory Group
1523
Empower Advisory Group
Colorado
$338K -$42.6K -53 -12%
CA
1524
Cambridge Advisors
Nebraska
$338K
ZIG
1525
Zullo Investment Group
Pennsylvania
$338K +$5.62K +7 +2%

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.