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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1851
Chesapeake Asset Management
New York
$30.8K
RFG
1852
REAP Financial Group
Texas
$30.2K -$163K -203 -85%
WIM
1853
Westside Investment Management
California
$29.9K -$32.9K -41 -53%
NA
1854
Nordwand Advisors
Pennsylvania
$29.2K +$28.1K +35 New
RBC
1855
Roble Belko & Company
Pennsylvania
$29K
CYG
1856
Clean Yield Group
Vermont
$28.3K
PO
1857
Private Ocean
California
$28.3K
PWMG
1858
Private Wealth Management Group
New Jersey
$28.3K
TSWM
1859
Tyler-Stone Wealth Management
Ohio
$28.2K -$10.4K -13 -28%
RWA
1860
Redmont Wealth Advisors
Illinois
$26.7K +$25.7K +32 New
FFL
1861
Financial Freedom LLC
Ohio
$26.5K
DMKJ
1862
David M. Knott Jr
$26K
AW
1863
Avion Wealth
Texas
$26K +$2.41K +3 +11%
DFA
1864
DHJJ Financial Advisors
Illinois
$25K
JSAM
1865
J. Safra Asset Management
New York
$25K -$92.4K -115 -79%
AWM
1866
AllSquare Wealth Management
New York
$25K
OPTFSNA
1867
Old Point Trust & Financial Services N A
Virginia
$25K
VL
1868
Vima LLC
Michigan
$25K
SIS
1869
Sound Income Strategies
Florida
$25K +$8.84K +11 +58%
BC
1870
Belmont Capital
California
$24.2K
IGWM
1871
ICA Group Wealth Management
Colorado
$23.6K
GI
1872
Gradient Investments
Minnesota
$23.3K -$75.5K -94 -77%
SWM
1873
Sugarloaf Wealth Management
Georgia
$22.6K
PCMC
1874
Planning Capital Management Corporation
Pennsylvania
$21.7K -$20.1K -25 -49%
WFA
1875
West Financial Advisors
Iowa
$21.7K

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.