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Blackrock

1,667 hedge funds and large institutions have $91.4B invested in Blackrock in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 722 increasing their positions, 576 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 104

25% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 576

1% more funds holding

Funds holding: 1,6431,667 (+24)

1.24% more ownership

Funds ownership: 80.17%81.42% (+1.2%)

3% more capital invested

Capital invested by funds: $88.5B → $91.4B (+$2.87B)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

31% less call options, than puts

Call options by funds: $898M | Put options by funds: $1.29B

Holders
1,667
Holders Change
+24
Holders Change %
+1.46%
% of All Funds
29.27%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.07%
New
145
Increased
722
Reduced
576
Closed
104
Calls
$898M
Puts
$1.29B
Net Calls
-$394M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
1551
Smith Group Asset Management
Texas
$68K +$12.3K +17 +23%
WP
1552
WealthShield Partners
North Carolina
$68K +$65.3K +90 New
MWM
1553
Mascoma Wealth Management
New Hampshire
$64K +$61.7K +85 New
SLF
1554
Sun Life Financial
Ontario, Canada
$63K
SWG
1555
Summit Wealth Group
Vermont
$61K +$58.8K +81 New
TFIPS
1556
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.8K
DWMG
1557
DB Wealth Management Group
California
$57K
MLFP
1558
MPS Loria Financial Planners
Illinois
$57K
EARNEST Partners
1559
EARNEST Partners
Georgia
$55K
RWM
1560
RBA Wealth Management
California
$54.8K +$53K +73 New
ADIM
1561
Alpha DNA Investment Management
Maryland
$52K -$7.98K -11 -14%
AP
1562
Arlington Partners
Alabama
$52K
AP
1563
Atwood & Palmer
Missouri
$52K +$50.1K +69 New
SL
1564
Savior LLC
Massachusetts
$51K
HDIM
1565
Hanson & Doremus Investment Management
Vermont
$51K +$2.18K +3 +5%
CHA
1566
Carmichael Hill & Associates
Maryland
$50K
MA
1567
MCF Advisors
Kentucky
$48K
GIA
1568
Goodwin Investment Advisory
Georgia
$48K +$46.4K +64 New
PCIA
1569
Prime Capital Investment Advisors
Kansas
$47K +$45K +62 New
EI
1570
Ellevest Inc
New York
$46K -$48.6K -67 -52%
EIP
1571
Ellis Investment Partners
Pennsylvania
$46K
TFM
1572
TFC Financial Management
Massachusetts
$46K
MCM
1573
MV Capital Management
Maryland
$46K +$2.18K +3 +5%
SIM
1574
Sonora Investment Management
Arizona
$46K +$8.71K +12 +24%
BDWM
1575
Brewin Dolphin Wealth Management
Ireland
$45.2K +$43.5K +60 New

BLK Hedge Fund Activity: Q1 2021 in Review

1,667 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2021, worth a combined $91.4B — up 3.2% from $88.5B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new BLK positions and 104 closed out — a net gain of 41 holders — while 722 added to existing stakes and 576 trimmed.

The largest buyer was Column Capital Advisors, adding an estimated $1.95B. The largest seller was Norges Bank, cutting an estimated $338M.

  • 1,667 institutional investors held Blackrock (BLK) as of Q1 2021, up from 1,643 in Q4 2020.
  • Funds reported $91.4B of Blackrock stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 145 funds opened new Blackrock positions in Q1 2021 and 104 closed out, a net change of +41 holders.
  • The largest Blackrock buyer in Q1 2021 was Column Capital Advisors, an estimated $1.95B added.
  • The largest Blackrock seller in Q1 2021 was Norges Bank, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2021.