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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
DCM
1701
Disciplina Capital Management
Tennessee
$79.5K +$44.9K +67 +140%
DWA
1702
Dougherty Wealth Advisers
Minnesota
$78.8K
LWM
1703
LJI Wealth Management
Indiana
$78.8K +$9.78M +14,607 New
TSW
1704
Thompson Siegel & Walmsley
Virginia
$75K
ICM
1705
Intrepid Capital Management
Florida
$71.3K +$69K +103 New
BIA
1706
Bell Investment Advisors
California
$70.5K -$2.68K -4 -4%
FFA
1707
Fairfield Financial Advisors
Massachusetts
$69.8K -$6.7K -10 -9%
TC
1708
Truvestments Capital
Florida
$66.1K +$1.34K +2 +2%
CPG
1709
Cornerstone Planning Group
New Jersey
$65.3K +$63K +94 New
FSWA
1710
Financial Synergies Wealth Advisors
Texas
$64.8K -$670 -1 -1%
FCT
1711
First Community Trust
Iowa
$62.2K
PCA
1712
Providence Capital Advisors
North Carolina
$62.2K
AJ
1713
Ashburton (Jersey)
Jersey
$59K -$121K -180 -68%
YDMI
1714
Y.D. More Investments
Israel
$58.6K +$11.4K +17 +25%
WIM
1715
Westside Investment Management
California
$56.7K
AT
1716
Avalon Trust
New Mexico
$55.3K
VF
1717
VitalStone Financial
Texas
$53K +$35.5K +53 +196%
TFGT
1718
TS Financial Group (TSFG)
Illinois
$53K +$47.6K +71 +1,183%
FA
1719
Fiduciary Alliance
South Carolina
$52.5K +$50.9K +76 New
DWMG
1720
DB Wealth Management Group
California
$51.8K
VWM
1721
Valley Wealth Managers
New Jersey
$51.8K
CFS
1722
CGC Financial Services
Oregon
$51.8K +$50.2K +75 New
EARNEST Partners
1723
EARNEST Partners
Georgia
$50.5K
HS
1724
Horan Securities
United States
$50.1K
TFP
1725
Tilia Fiduciary Partners
North Carolina
$50K -$8.71K -13 -15%

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.