We are live on ! Find out more
BLK icon

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
AAP
1676
Arax Advisory Partners
Colorado
$114K -$18.8K -28 -15%
PGAM
1677
Princeton Global Asset Management
New Jersey
$111K
EBA
1678
Eagle Bay Advisors
New York
$107K
GJIA
1679
Glass Jacobson Investment Advisors
Maryland
$106K +$103K +154 New
PPWM
1680
PFG Private Wealth Management
Florida
$101K +$670 +1 +0.7%
PO
1681
Private Ocean
California
$99.5K +$73.7K +110 +324%
HT
1682
Headlands Technologies
Illinois
$98.1K +$44.9K +67 +89%
SWA
1683
SOA Wealth Advisors
New York
$96.7K +$670 +1 +0.7%
PIAS
1684
PCA Investment Advisory Services
Ohio
$95K +$91.8K +137 New
FCAG
1685
First Capital Advisors Group
New Jersey
$94.4K +$91.8K +137 New
BCMLT
1686
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.3K
RCG
1687
Rock Creek Group
District of Columbia
$91.2K +$10K +15 +13%
CB
1688
CNB Bank
Pennsylvania
$87.8K +$78.4K +117 +1,170%
JWM
1689
Janiczek Wealth Management
Colorado
$87.1K
WP
1690
WealthPLAN Partners
Nebraska
$86.4K +$7.37K +11 +10%
WWP
1691
WR Wealth Planners
Missouri
$85.7K +$42.9K +64 +107%
SFCL
1692
Strengthening Families & Communities LLC
Massachusetts
$85K +$82.4K +123 New
DAM
1693
Delta Asset Management
Tennessee
$84.3K
BWM
1694
Baystate Wealth Management
Massachusetts
$84.3K -$13.4K -20 -14%
LFG
1695
Larson Financial Group
Missouri
$84.1K -$9.38K -14 -10%
AWM
1696
Atticus Wealth Management
Florida
$83.6K -$12.7K -19 -14%
SCM
1697
Silvant Capital Management
Georgia
$82.2K
PMFA
1698
Plante Moran Financial Advisors
Michigan
$82.2K +$16.7K +25 +27%
CAM
1699
Chesapeake Asset Management
New York
$81.6K -$292K -436 -79%
NF
1700
Norwood Financial
Pennsylvania
$81.6K

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.