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Blackrock
BLK

Overview Fund Activity

1,711 hedge funds and large institutions have $64.9B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 783 increasing their positions, 585 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,711
Holders Change
-34
Holders Change %
-1.95%
% of All Funds
29.59%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.43%
New
105
Increased
783
Reduced
585
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$837M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$245M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$209M
4
Charles Schwab
Charles Schwab
California
+$149M
5
State Street
State Street
Massachusetts
+$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$690M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
3
Millennium Management
Millennium Management
New York
-$140M
4
JCM
Junto Capital Management
New York
-$112M
5
HT
HighTower Trust
Texas
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
1001
Cerro Pacific Wealth Advisors
California
$767K +$64.9K +118 +9%
ARMT
1002
Amica Retiree Medical Trust
Rhode Island
$767K +$249K +452 +48%
HBT
1003
Heartland Bank & Trust
Illinois
$766K -$18.2K -33 -2%
CNC
1004
Citizens & Northern Corp
Pennsylvania
$766K +$200K +363 +35%
TFA
1005
Transamerica Financial Advisors
Florida
$764K +$128K +232 +20%
MWM
1006
Mission Wealth Management
California
$764K +$145K +264 +23%
FHA
1007
Flagship Harbor Advisors
Massachusetts
$759K +$84.8K +154 +13%
SWP
1008
Stratos Wealth Partners
Ohio
$757K +$23.1K +42 +3%
NIM
1009
NuWave Investment Management
New Jersey
$757K +$678K +1,232 +856%
MMA
1010
Miracle Mile Advisors
California
$756K +$383K +695 +103%
5L
1011
55I LLC
Massachusetts
$752K +$318K +578 +73%
FCBT
1012
First Citizens Bank & Trust
North Carolina
$748K +$8.25K +15 +1%
PT
1013
Plimoth Trust
Massachusetts
$742K -$8.26K -15 -1%
WPA
1014
West Paces Advisors
Georgia
$742K +$32.5K +59 +5%
OPPTF
1015
OPSEU Pension Plan Trust Fund
Ontario, Canada
$738K +$9.06K +16 +1%
MWA
1016
Meridian Wealth Advisors
Texas
$730K -$29.7K -54 -4%
1SB
1017
1ST Source Bank
Indiana
$730K +$5.5K +10 +0.8%
LAS
1018
LWM Advisory Services
Florida
$725K -$1.65K -3 -0.2%
OCM
1019
Orion Capital Management
California
$723K +$39.6K +72 +6%
WTA
1020
Washington Trust Advisors
Massachusetts
$721K +$522K +950 +263%
BHWM
1021
Bar Harbor Wealth Management
New Hampshire
$720K -$9.91K -18 -1%
LNC
1022
Lincoln National Corp
Pennsylvania
$719K +$105K +190 +17%
CWM
1023
Curi Wealth Management
North Carolina
$717K +$552K +1,004 +336%
SP
1024
Symmetry Partners
Connecticut
$716K -$256K -465 -26%
LA
1025
LVW Advisors
New York
$713K – – –
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