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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
NC
1701
NewSquare Capital
Pennsylvania
$65.6K +$12K +17 +21%
FSWA
1702
Financial Synergies Wealth Advisors
Texas
$63.9K +$40.9K +58 +157%
PMFA
1703
Plante Moran Financial Advisors
Michigan
$62.9K -$52.1K -74 -44%
TC
1704
Truvestments Capital
Florida
$62.8K -$11.3K -16 -15%
SIC
1705
Salem Investment Counselors
North Carolina
$62.2K -$79.6K -113 -55%
FCT
1706
First Community Trust
Iowa
$60.2K
PCA
1707
Providence Capital Advisors
North Carolina
$60.2K
CHC
1708
City Holding Co
West Virginia
$58.2K +$61.3K +87 New
TFP
1709
Tilia Fiduciary Partners
North Carolina
$57K
WIM
1710
Westside Investment Management
California
$54.9K
AT
1711
Avalon Trust
New Mexico
$53.5K +$56.4K +80 New
CA
1712
Crewe Advisors
Utah
$52.6K -$17.6K -25 -24%
DWMG
1713
DB Wealth Management Group
California
$50.2K
VWM
1714
Valley Wealth Managers
New Jersey
$50.2K
HT
1715
Headlands Technologies
Illinois
$50.2K +$52.8K +75 New
GI
1716
Gradient Investments
Minnesota
$48.8K -$26.8K -38 -34%
EARNEST Partners
1717
EARNEST Partners
Georgia
$48.8K
HS
1718
Horan Securities
United States
$48.4K +$23.9K +34 +89%
MIA
1719
Milestone Investment Advisors
Wisconsin
$48.2K +$50.7K +72 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1720
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.8K -$448K -636 -90%
YDMI
1721
Y.D. More Investments
Israel
$45.4K +$20.4K +29 +74%
TIM
1722
Tortoise Investment Management
New York
$44.2K
CHA
1723
Carmichael Hill & Associates
Maryland
$43.6K
CWM
1724
Cranbrook Wealth Management
Michigan
$43.5K
LSA
1725
Lansing Street Advisors
Pennsylvania
$41.4K +$704 +1 +2%

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.