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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
SC
1901
Stephens Consulting
Michigan
$10K
CSWM
1902
Cassady Schiller Wealth Management
Ohio
$10K
PCM
1903
Penserra Capital Management
California
$10K -$512K -637 -98%
MFA
1904
McClarren Financial Advisors
Pennsylvania
$10K
DF
1905
Dunhill Financial
United Kingdom
$9.94K +$1.61K +2 +20%
PA
1906
Pineridge Advisors
Missouri
$9.17K -$19.3K -24 -69%
FWM
1907
FSA Wealth Management
Massachusetts
$9.17K
AEPWM
1908
Atlantic Edge Private Wealth Management
Florida
$9.17K +$8.84K +11 New
WCM
1909
Westend Capital Management
California
$9.17K +$8.84K +11 New
GWMI
1910
Guardian Wealth Management (Illinois)
Illinois
$9.07K
CIR
1911
Clear Investment Research
Georgia
$8.42K +$1.61K +2 +25%
LF
1912
LifeSteps Financial
California
$8.34K +$8.03K +10 New
FRA
1913
Frank Rimerman Advisors
California
$7.5K
GTAM
1914
Global Trust Asset Management
Florida
$7.5K
AWM
1915
Activest Wealth Management
Florida
$7.15K +$7.23K +9 New
GAG
1916
Goodman Advisory Group
Massachusetts
$6.67K
JGIA
1917
Jackson Grant Investment Advisers
Connecticut
$6.67K
HGERS
1918
Householder Group Estate & Retirement Specialist
Arizona
$6.67K
OAJ
1919
Ogorek Anthony Joseph
New York
$6K
SIC
1920
SJS Investment Consulting
Ohio
$5.84K -$1.61K -2 -22%
OLVIG
1921
Oliver Lagore Vanvalin Investment Group
Michigan
$5.84K
CCC
1922
Chelsea Counsel Company
California
$5.84K +$5.62K +7 New
ETS
1923
ESL Trust Services
New York
$5.84K +$5.62K +7 New
HWM
1924
Horizons Wealth Management
North Carolina
$5.68K
PA
1925
PSI Advisors
Florida
$5.46K

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.