BLK icon

Blackrock
BLK

Overview Fund Activity

1,826 hedge funds and large institutions have $78.2B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 695 increasing their positions, 737 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+7
Holders Change %
+0.38%
% of All Funds
29.23%
Holding in Top 10
36
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26.53%
% of All Funds
0.58%
New
150
Increased
695
Reduced
737
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$645M
2
Millennium Management
Millennium Management
New York
+$129M
3
Citadel Advisors
Citadel Advisors
Florida
+$111M
4
Norges Bank
Norges Bank
Norway
+$109M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$994M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$466M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$457M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$377M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
1001
Moody Lynn & Lieberson
Massachusetts
$999K -$74.3K -111 -7%
RWB
1002
RMR Wealth Builders
New Jersey
$999K – – –
WAS
1003
WESPAC Advisors SoCal
California
$996K +$18.7K +28 +2%
KWMG
1004
King Wealth Management Group
Florida
$994K -$11.4K -17 -1%
HCM
1005
Highview Capital Management
Illinois
$994K +$49.5K +74 +5%
PTC
1006
Private Trust Company
Ohio
$993K -$280K -419 -22%
TC
1007
Trust Company
Kansas
$987K +$159K +238 +19%
CT
1008
Coastline Trust
Rhode Island
$986K -$3.35K -5 -0.3%
ESCM
1009
Echo Street Capital Management
New York
$980K +$980K +1,464 New
MWM
1010
Mission Wealth Management
California
$976K -$32.1K -48 -3%
MPPLM
1011
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$972K -$164K -245 -14%
CNC
1012
Citizens & Northern Corp
Pennsylvania
$972K +$14.1K +21 +1%
CWM
1013
Chesapeake Wealth Management
Virginia
$969K -$66.2K -99 -6%
CDH
1014
Charles D. Hyman
$966K -$32.8K -49 -3%
ACS
1015
Archford Capital Strategies
Illinois
$961K -$63.6K -97 -6%
SFS
1016
Sowell Financial Services
Arkansas
$959K +$959K +1,433 New
SCM
1017
Spreng Capital Management
Ohio
$949K – – –
QPWM
1018
Quadrant Private Wealth Management
Pennsylvania
$949K -$38.1K -57 -4%
FPA
1019
First Pacific Advisors
California
$937K – – –
BAMCO Inc
1020
BAMCO Inc
New York
$937K – – –
CMANY
1021
Capital Management Associates (New York)
New York
$937K +$937K +1,400 New
IA
1022
IFP Advisors
Florida
$934K -$384K -1,131 -29%
BFA
1023
Buttonwood Financial Advisors
Maryland
$932K -$2.68K -4 -0.3%
EAM
1024
Eschler Asset Management
United Kingdom
$932K +$932K +1,393 New
AC
1025
AlphaCore Capital
California
$930K +$670K +1,001 +257%
39 40
41
42 43