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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
HWM
1826
Horizons Wealth Management
North Carolina
$4.84K +$2.01K +3 +75%
TJHA
1827
Thomas J. Herzfeld Advisors
Florida
$4.64K -$6.03K -9 -56%
PA
1828
PSI Advisors
Florida
$4.53K
GWSA
1829
Global Wealth Strategies & Associates
Colorado
$4.15K
RI
1830
Ridgewood Investments
New Jersey
$4.15K
UFF
1831
USA Financial Formulas
Michigan
$4.15K
HF
1832
Halpern Financial
Virginia
$4.15K +$4.02K +6 New
NCM
1833
Northwest Capital Management
Oregon
$4.15K +$4.02K +6 New
MFT
1834
Moisand Fitzgerald Tamayo
Florida
$3.46K -$2.68K -4 -44%
RTL
1835
Red Tortoise LLC
Georgia
$3.46K
RWPA
1836
Richard W. Paul & Associates
Michigan
$3.46K
TF
1837
TimeScale Financial
Massachusetts
$3.46K
RAM
1838
Riggs Asset Management
Pennsylvania
$3.46K +$3.35K +5 New
MCM
1839
Magnolia Capital Management
New York
$3K
APC
1840
Aspire Private Capital
North Carolina
$2.93K
TFM
1841
TFC Financial Management
Massachusetts
$2.78K
DF
1842
DecisionPoint Financial
Arizona
$2.77K -$670 -1 -20%
FCB
1843
First Command Bank
Texas
$2.77K +$2.68K +4 New
FCFS
1844
First Command Financial Services
Texas
$2.77K +$2.68K +4 New
CCMI
1845
Creative Capital Management Investments
California
$2.07K
IHWM
1846
Iron Horse Wealth Management
Iowa
$2.07K
MFG
1847
Mendota Financial Group
Wisconsin
$1.38K -$2.01K -3 -60%
CTWM
1848
Cherry Tree Wealth Management
Minnesota
$1.38K +$1.34K +2 New
SWM
1849
Sanctuary Wealth Management
Idaho
$1.38K +$1.34K +2 New
PI
1850
PEAK6 Investments
Illinois
$1.18K -$670 -1 -33%

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.