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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
III
1926
Independent Investors Inc
New York
-$217K -325 Closed
FHB
1927
First Hawaiian Bank
Hawaii
-$211K -316 Closed
W
1928
Wealthquest
Ohio
-$209K -312 Closed
RBCM
1929
Raub Brock Capital Management
California
-$208K -311 Closed
PA
1930
Perennial Advisors
New York
-$207K -309 Closed
SWP
1931
Strategic Wealth Partners
Ohio
-$205K -307 Closed
CAWM
1932
Capital Advisors Wealth Management
Washington
-$204K -304 Closed
SPIO
1933
Seven Post Investment Office
California
-$201K -300 Closed
TCWA
1934
Ten Capital Wealth Advisors
Washington
-$161K -241 Closed
TWA
1935
TCI Wealth Advisors
Arizona
-$118K -176 Closed
ONST
1936
Old North State Trust
North Carolina
-$114K -170 Closed
MWC
1937
MBM Wealth Consultants
Missouri
-$112K -167 Closed
IUHSA
1938
Itau Unibanco Holding S.A.
Brazil
-$98.4K -147 Closed
BA
1939
Bellwether Advisors
Nebraska
-$97.2K -145 Closed
CAC
1940
Certified Advisory Corp
Florida
-$94.3K -141 Closed
CMBA
1941
C.M. Bidwell & Associates
Hawaii
-$77.6K -116 Closed
CHC
1942
City Holding Co
West Virginia
-$58.2K -87 Closed
GCWM
1943
Graham Capital Wealth Management
District of Columbia
-$488K -73 Closed
MIA
1944
Milestone Investment Advisors
Wisconsin
-$48.2K -72 Closed
EI
1945
Ellevest Inc
New York
-$40.8K -61 Closed
AWM
1946
Accel Wealth Management
Iowa
-$23.4K -35 Closed
M1FG
1947
Mach-1 Financial Group
Arkansas
-$20.1M -30 Closed
Baillie Gifford & Co
1948
Baillie Gifford & Co
United Kingdom
-$17.4K -26 Closed
SC
1949
Schubert & Co
Texas
-$12K -18 Closed
Optiver Holding
1950
Optiver Holding
Netherlands
-$11.4K -17 Closed

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.