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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
BBPWM
1776
Blue Bell Private Wealth Management
Pennsylvania
$15.4K
EWP
1777
Elevation Wealth Partners
California
$15.4K +$16.2K +23 New
MRCM
1778
M&R Capital Management
New Jersey
$14.4K
LFA
1779
Legend Financial Advisors
Pennsylvania
$14.1K
RWML
1780
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.1K
CMA
1781
Cedar Mountain Advisors
Oregon
$14.1K +$1.41K +2 +11%
LF
1782
Lee Financial
Texas
$14.1K +$10.6K +15 +250%
AW
1783
Avion Wealth
Texas
$14K +$704 +1 +5%
GFL
1784
Granite FO LLC
New Hampshire
$13.4K
SIS
1785
Sound Income Strategies
Florida
$13.4K -$6.34K -9 -31%
FCMT
1786
Founders Capital Management (Texas)
Texas
$13K
KFP
1787
KB Financial Partners
New Jersey
$13K
TAM
1788
Tucker Asset Management
Colorado
$12.7K +$13.4K +19 New
SC
1789
Schubert & Co
Texas
$12K -$1.41K -2 -10%
SC
1790
Stephens Consulting
Michigan
$12K
Optiver Holding
1791
Optiver Holding
Netherlands
$11.4K +$12K +17 New
CSB
1792
City State Bank
Iowa
$11K
TJHA
1793
Thomas J. Herzfeld Advisors
Florida
$10.7K -$5.63K -8 -33%
CP
1794
Castleview Partners
Texas
$10.7K
CAM
1795
Costello Asset Management
Pennsylvania
$10K
CWAF
1796
Core Wealth Advisors (Florida)
Florida
$9.37K
OLVIG
1797
Oliver Lagore Vanvalin Investment Group
Michigan
$9.37K
GFWA
1798
Grey Fox Wealth Advisors
Delaware
$8.09K +$704 +1 +9%
CSWM
1799
Cassady Schiller Wealth Management
Ohio
$8.03K -$3.52K -5 -29%
GWMI
1800
Guardian Wealth Management (Illinois)
Illinois
$7.08K

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.