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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
Commonwealth Equity Services
1751
Commonwealth Equity Services
Massachusetts
$27.2K +$1.54M +2,185 +6%
AA
1752
AlphaMark Advisors
Kentucky
$27K
NMG
1753
New Millennium Group
Utah
$25.8K
VF
1754
VitalStone Financial
Texas
$25K -$37.3K -53 -66%
LJHT
1755
Laurie J. Hall Trustee
$25K
WPWM
1756
Western Pacific Wealth Management
Illinois
$24.8K
AWM
1757
Accel Wealth Management
Iowa
$23.4K -$3.52K -5 -13%
RBC
1758
Roble Belko & Company
Pennsylvania
$23K
CYG
1759
Clean Yield Group
Vermont
$22.8K
PO
1760
Private Ocean
California
$22.8K +$5.63K +8 +31%
DMKJ
1761
David M. Knott Jr
$21K
FFL
1762
Financial Freedom LLC
Ohio
$20.7K
IGWM
1763
ICA Group Wealth Management
Colorado
$20.3K +$4.23K +6 +25%
AWM
1764
AllSquare Wealth Management
New York
$20.1K
CB
1765
Centennial Bank
Arkansas
$20.1K
HFM
1766
Harvest Fund Management
China
$20K
NSG
1767
Nalls Sherbakoff Group
Tennessee
$18.5K +$19.7K +28 New
KC
1768
Knuff & Co
California
$18.1K
SWM
1769
Sugarloaf Wealth Management
Georgia
$17.9K -$14.8K -21 -45%
Baillie Gifford & Co
1770
Baillie Gifford & Co
United Kingdom
$17.4K +$1.41K +2 +8%
SFG
1771
Steward Financial Group
Texas
$17K -$13.4K -19 -42%
KFS
1772
Kelly Financial Services
Massachusetts
$16.8K +$8.45K +12 +92%
CFFP
1773
Center for Financial Planning
Michigan
$16.7K
AIP
1774
Ahrens Investment Partners
Louisiana
$16.1K +$16.9K +24 New
CFD
1775
Creative Financial Designs
Indiana
$15.8K +$1.41K +2 +9%

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.