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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
POIA
1601
Pin Oak Investment Advisors
Texas
$218K
LB
1602
Leo Brokerage
Texas
$218K -$32.8K -49 -13%
WPP
1603
Whalerock Point Partners
Rhode Island
$218K +$211K +315 New
TAIM
1604
TD Ameritrade Investment Management
Nebraska
$217K -$14.1K -21 -6%
CIA
1605
Compass Ion Advisors
Pennsylvania
$216K -$1.34K -2 -0.6%
WKSWA
1606
White Knight Strategic Wealth Advisors
New Jersey
$216K -$26.8K -40 -11%
FCIM
1607
Fairview Capital Investment Management
California
$215K
ETIA
1608
Epic Trust Investment Advisors
Washington
$214K -$135K -202 -40%
CAG
1609
Crestwood Advisors Group
Massachusetts
$214K +$207K +309 New
MHR
1610
Matthew Hamilton Rosenberg
$214K -$18.1K -27 -8%
ANBT
1611
American National Bank & Trust
Texas
$213K
VAF
1612
Values Added Financial
District of Columbia
$212K +$206K +307 New
CAMG
1613
CWA Asset Management Group
Florida
$210K +$204K +304 New
TAM
1614
Tocqueville Asset Management
New York
$210K +$204K +304 New
AGC
1615
Aspen Grove Capital
Colorado
$208K +$202K +301 New
WCM
1616
Wedge Capital Management
North Carolina
$208K -$32.8K -49 -14%
EWM
1617
Elite Wealth Management
Washington
$207K -$9.38K -14 -4%
FSA
1618
Fort Sheridan Advisors
Illinois
$207K
GCMG
1619
Gyroscope Capital Management Group
Florida
$207K
HPWA
1620
Hall Private Wealth Advisors
North Carolina
$207K
TAM
1621
Taurus Asset Management
New York
$207K
FP
1622
Financial Perspectives
Minnesota
$207K
OBWG
1623
Onyx Bridge Wealth Group
New York
$207K +$200K +299 New
RZH
1624
Relyea Zuckerberg Hanson
Connecticut
$205K +$199K +297 New
CAM
1625
Carret Asset Management
New York
$205K +$199K +297 New

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.