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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
NSAM
1651
North Star Asset Management
Wisconsin
$239K +$8.03K +10 +4%
FA
1652
FDx Advisors
Illinois
$239K -$2.06M -2,567 -90%
JSW
1653
Journey Strategic Wealth
New Jersey
$239K +$230K +286 New
NC
1654
NBW Capital
Massachusetts
$238K -$45.8K -57 -17%
NRC
1655
New Republic Capital
North Carolina
$238K -$7.23K -9 -3%
CWM
1656
Centric Wealth Management
Illinois
$237K +$22.5K +28 +10%
HWA
1657
HCR Wealth Advisors
California
$236K +$227K +283 New
CPL
1658
CAP Partners LLC
Tennessee
$236K +$803 +1 +0.4%
JF
1659
Joule Financial
Kentucky
$235K +$227K +282 New
CAWM
1660
Capital Advisors Wealth Management
Washington
$235K +$803 +1 +0.4%
ZB
1661
Zions Bancorporation
Utah
$234K +$36.2K +45 +19%
ST
1662
Smithfield Trust
Pennsylvania
$234K +$4.02K +5 +2%
BW
1663
BIP Wealth
Georgia
$233K +$225K +280 New
MTC
1664
McDaniel Terry & Co
Texas
$233K +$12.1K +15 +6%
WPP
1665
Whalerock Point Partners
Rhode Island
$233K -$28.9K -36 -11%
PDL
1666
Portfolio Design Labs
California
$233K +$224K +279 New
LIM
1667
Leavell Investment Management
Alabama
$232K -$4.82K -6 -2%
PWM
1668
Prentice Wealth Management
New York
$232K +$223K +278 New
DS
1669
DRW Securities
Illinois
$232K -$1.01M -1,251 -82%
SOS
1670
Silver Oak Securities
Tennessee
$231K -$115K -143 -34%
DTC
1671
Davidson Trust Company
Washington
$230K -$16.1K -20 -7%
LFP
1672
Lakeshore Financial Planning
Michigan
$230K -$803 -1 -0.4%
LSIA
1673
LaSalle St. Investment Advisors
Illinois
$230K
CPC
1674
Congress Park Capital
New York
$229K -$121K -150 -35%
CPR
1675
CSU Producer Resources
Ohio
$229K

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.