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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
APC
1826
Aspire Private Capital
North Carolina
$2.82K
TFM
1827
TFC Financial Management
Massachusetts
$2.69K
HWM
1828
Horizons Wealth Management
North Carolina
$2.68K
PCM
1829
Pointe Capital Management
Michigan
$2.68K +$2.82K +4 New
IHWM
1830
Iron Horse Wealth Management
Iowa
$2.01K -$1.41K -2 -40%
CCMI
1831
Creative Capital Management Investments
California
$2.01K +$2.11K +3 New
PI
1832
PEAK6 Investments
Illinois
$1.97K -$111K -158 -98%
TWP
1833
TFO Wealth Partners
Ohio
$669
TCM
1834
TD Capital Management
Tennessee
$32 -$4.93K -7 Closed
PCFFS
1835
Pacific Center for Financial Services
California
$10
JCM
1836
Junto Capital Management
New York
-$55M -77,575 Closed
BA
1837
Bridgewater Associates
Connecticut
-$13.9M -19,580 Closed
LIP
1838
Liontrust Investment Partners
United Kingdom
-$10.6M -15,000 Closed
ELC
1839
Edgar Lomax Company
Virginia
-$5.14M -7,256 Closed
PAS
1840
Park Avenue Securities
New York
-$5.08M -7,163 Closed
AF
1841
Ally Financial
Michigan
-$4.82M -6,800 Closed
GMA
1842
Glassy Mountain Advisors
Maryland
-$3.46M -4,882 Closed
CWP
1843
Core Wealth Partners
California
-$481K -2,079 Closed
ICP
1844
Ironvine Capital Partners
Nebraska
-$1.42M -2,002 Closed
CWAG
1845
Compton Wealth Advisory Group
Virginia
-$1.19M -1,681 Closed
TWA
1846
Tillar-Wenstrup Advisors
Ohio
-$1.01M -1,424 Closed
PP
1847
Paloma Partners
Connecticut
-$708K -1,005 Closed
AGP
1848
Autumn Glory Partners
Texas
-$673K -950 Closed
MIH
1849
Meitav Investment House
Israel
-$626K -884 Closed
DCM
1850
Dupont Capital Management
Delaware
-$611K -862 Closed

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.