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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1676
Certified Advisory Corp
Florida
$94.3K +$99.3K +141 New
MWM
1677
Mascoma Wealth Management
New Hampshire
$93.9K -$7.04K -10 -7%
AWM
1678
Atticus Wealth Management
Florida
$93.7K -$43K -61 -30%
SWA
1679
SOA Wealth Advisors
New York
$93K +$704 +1 +0.7%
LFG
1680
Larson Financial Group
Missouri
$91.3K +$21.1K +30 +28%
BWA
1681
BDO Wealth Advisors
Florida
$90.3K
BCMLT
1682
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.3K
JWM
1683
Janiczek Wealth Management
Colorado
$87.1K
CT
1684
Clearstead Trust
Maine
$86.5K -$60.6K -86 -40%
DAM
1685
Delta Asset Management
Tennessee
$81.6K
CSC
1686
Caldwell Sutter Capital
California
$81.6K +$85.9K +122 New
MA
1687
Montag & Associates
Georgia
$80.3K
SCM
1688
Silvant Capital Management
Georgia
$79.6K
NF
1689
Norwood Financial
Pennsylvania
$79K
RCG
1690
Rock Creek Group
District of Columbia
$78.3K +$31.7K +45 +63%
CMBA
1691
C.M. Bidwell & Associates
Hawaii
$77.6K +$81.7K +116 New
DWA
1692
Dougherty Wealth Advisers
Minnesota
$76.3K
WP
1693
WealthPLAN Partners
Nebraska
$76.3K +$80.3K +114 New
FMP
1694
Financial Management Professionals
Texas
$74K -$63.4K -90 -45%
FFA
1695
Fairfield Financial Advisors
Massachusetts
$73.4K
RFG
1696
RFP Financial Group
Georgia
$72.9K -$222K -315 -74%
TSW
1697
Thompson Siegel & Walmsley
Virginia
$72K
GAG
1698
Goodman Advisory Group
Massachusetts
$71.6K -$1.54M -2,183 -95%
BIA
1699
Bell Investment Advisors
California
$70.9K -$10.6K -15 -12%
CFO
1700
CVA Family Office
Colorado
$66.9K -$83.1K -118 -54%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.