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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
RFP
1576
Root Financial Partners
California
$294K +$46.6K +58 +20%
AGC
1577
Aspen Grove Capital
Colorado
$293K +$56.2K +70 +25%
BBA
1578
Braun-Bostich & Associates
Pennsylvania
$292K -$45.8K -57 -14%
SDJVC
1579
St. Denis J. Villere & Co
Louisiana
$292K
FA
1580
Fermata Advisors
California
$291K +$61.1K +76 +28%
WP
1581
WMS Partners
Maryland
$291K +$16.1K +20 +6%
ANBT
1582
American National Bank & Trust
Texas
$291K -$262K -326 -48%
AAG
1583
Armstrong Advisory Group
Massachusetts
$289K
HP
1584
Hyperion Partners
Pennsylvania
$288K -$8.03K -10 -3%
CFS
1585
CRA Financial Services
New Jersey
$288K -$55.4K -69 -17%
EW
1586
Element Wealth
Mississippi
$287K -$3.21K -4 -1%
TA
1587
TrueWealth Advisors
Alabama
$286K +$276K +344 New
WTB
1588
Washington Trust Bank
Washington
$285K +$34.5K +43 +14%
CIA
1589
Cape Investment Advisory
Georgia
$285K +$11.2K +14 +4%
PBK
1590
Peoples Bank (Kansas)
Kansas
$284K
BI
1591
Berkeley Inc
Idaho
$284K -$502K -625 -65%
IFWM
1592
Institute for Wealth Management
Colorado
$283K -$24.9K -31 -8%
GD
1593
Grandfield & Dodd
New York
$282K
CC
1594
Chicago Capital
Illinois
$281K +$61.9K +77 +30%
GWMR
1595
GC Wealth Management RIA
Massachusetts
$280K +$270K +336 New
KCM
1596
Kathmere Capital Management
Pennsylvania
$278K +$3.21K +4 +1%
LS
1597
Livforsakringsbolaget Skandia
Sweden
$276K
WGC
1598
Watts Gwilliam & Co
Arizona
$275K +$275K +342 New
AWAP
1599
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$274K +$7.23K +9 +3%
BGAI
1600
Bruce G. Allen Investments
Colorado
$273K +$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.