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Blackrock
BLK

Overview Fund Activity

1,372 hedge funds and large institutions have $64.7B invested in Blackrock in 2019 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 483 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+114
Holders Change %
+9.06%
% of All Funds
27.09%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.45%
New
208
Increased
483
Reduced
500
Closed
75
Calls
$532M
Puts
$1.15B
Net Calls
-$614M
Net Calls Change
-$195M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.37B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.38B
4
Bank of America
Bank of America
North Carolina
$2.21B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$363M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$313M
2
Capital World Investors
Capital World Investors
California
$3.7B
3
Citadel Advisors
Citadel Advisors
Florida
$221M
4
AAMU
Amundi Asset Management US
Massachusetts
$146M
5
Invesco
Invesco
Georgia
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
1051
Atlas Brown
Kentucky
$305K +$10.6K +21 +4%
BSW
1052
Buckingham Strategic Wealth
Missouri
$304K +$62.8K +125 +26%
FCA
1053
FLC Capital Advisors
California
$303K – – –
SAM
1054
Strategy Asset Managers
California
$303K +$303K +602 New
BPB
1055
Badgley, Phelps & Bell
Washington
$301K +$1.01K +2 +0.3%
AWE
1056
Avidian Wealth Enterprises
Texas
$301K +$301K +599 New
FMWA
1057
Forvis Mazars Wealth Advisors
Missouri
$300K +$33.2K +66 +12%
JWCA
1058
J.W. Cole Advisors
Florida
$300K +$300K +596 New
NFC
1059
Northeast Financial Consultants
Connecticut
$299K -$196K -390 -40%
MGWM
1060
Marks Group Wealth Management
Minnesota
$299K +$299K +594 New
MTC
1061
McDaniel Terry & Co
Texas
$297K – – –
1IA
1062
1834 Investment Advisors
Wisconsin
$292K -$2.59M -5,139 -90%
CRC
1063
Curi RMB Capital
Illinois
$292K +$26.1K +52 +10%
NFG
1064
Next Financial Group
Texas
$292K +$68.9K +137 +31%
BW
1065
Bison Wealth
Georgia
$291K -$5.04K -10 -2%
LSAG
1066
Lake Street Advisors Group
New Hampshire
$291K +$1.51K +3 +0.5%
CDH
1067
Charles D. Hyman
$291K +$291K +578 New
SMC
1068
Smith, Moore & Co
Missouri
$290K -$24.2K -48 -8%
WPP
1069
Whalerock Point Partners
Rhode Island
$289K -$80.4K -160 -22%
RCA
1070
Resonant Capital Advisors
Wisconsin
$289K +$289K +576 New
NCM
1071
Northside Capital Management
Oregon
$288K – – –
CAAS
1072
Capital Asset Advisory Services
Michigan
$288K +$288K +504 New
FBFS
1073
First Business Financial Services
Wisconsin
$287K – – –
CT
1074
Columbia Trust
Oregon
$286K +$286K +569 New
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$285K -$2.01K -4 -0.7%
41 42
43
44 45