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Blackrock

1,800 hedge funds and large institutions have $75.9B invested in Blackrock in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 714 increasing their positions, 742 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.59% more ownership

Funds ownership: 78.07%78.66% (+0.59%)

4% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 742

3% less funds holding

Funds holding: 1,8531,800 (-53)

6% less capital invested

Capital invested by funds: $80.7B → $75.9B (-$4.81B)

10% less call options, than puts

Call options by funds: $747M | Put options by funds: $830M

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,800
Holders Change
-53
Holders Change %
-2.86%
% of All Funds
28.56%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.44%
New
93
Increased
714
Reduced
742
Closed
119
Calls
$747M
Puts
$830M
Net Calls
-$83.4M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1726
DHJJ Financial Advisors
Illinois
$19.4K +$21K +30 New
HWA
1727
HHM Wealth Advisors
Tennessee
$19.4K -$17.5K -25 -45%
AWM
1728
AllSquare Wealth Management
New York
$19.4K
CG
1729
Cutler Group
California
$19K -$187K -268 -90%
AW
1730
Avion Wealth
Texas
$19K +$2.1K +3 +11%
BC
1731
Belmont Capital
California
$18.5K +$699 +1 +4%
KI
1732
Kapitalo Investimentos
Brazil
$17.5K -$3.49K -5 -16%
KC
1733
Knuff & Co
California
$17.5K
Optiver Holding
1734
Optiver Holding
Netherlands
$17.5K +$18.9K +27 New
SWM
1735
Sugarloaf Wealth Management
Georgia
$17.4K
CFFP
1736
Center for Financial Planning
Michigan
$16.2K -$4.89K -7 -22%
BBPWM
1737
Blue Bell Private Wealth Management
Pennsylvania
$16.2K +$1.4K +2 +9%
SFG
1738
Steward Financial Group
Texas
$16K +$2.1K +3 +14%
EWP
1739
Elevation Wealth Partners
California
$14.9K
LFA
1740
Legend Financial Advisors
Pennsylvania
$13.6K
RWML
1741
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.6K +$14.7K +21 New
CSB
1742
City State Bank
Iowa
$13K
HFM
1743
Harvest Fund Management
China
$13K
NSG
1744
Nalls Sherbakoff Group
Tennessee
$12.9K -$5.59K -8 -29%
GFL
1745
Granite FO LLC
New Hampshire
$12.9K
SC
1746
Steph & Co
Wisconsin
$12.9K +$14K +20 New
CMA
1747
Cedar Mountain Advisors
Oregon
$12.3K
KFP
1748
KB Financial Partners
New Jersey
$12K
DCP
1749
Distillate Capital Partners
Illinois
$11.6K +$12.6K +18 New
FGAM
1750
Financial Gravity Asset Management
Texas
$11.3K -$477K -683 -97%

BLK Hedge Fund Activity: Q3 2023 in Review

1,800 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2023, worth a combined $75.9B — down 6% from $80.7B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of BLK and 93 opened new positions — a net loss of 26 holders — while 742 trimmed existing stakes and 714 added.

The largest buyer was Fidelity Investments, adding an estimated $265M. The largest seller was State Street, cutting an estimated $296M.

  • 1,800 institutional investors held Blackrock (BLK) as of Q3 2023, down from 1,853 in Q2 2023.
  • Funds reported $75.9B of Blackrock stock for Q3 2023, down 6% quarter-over-quarter.
  • 93 funds opened new Blackrock positions in Q3 2023 and 119 closed out, a net change of -26 holders.
  • The largest Blackrock buyer in Q3 2023 was Fidelity Investments, an estimated $265M added.
  • The largest Blackrock seller in Q3 2023 was State Street, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2023.