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Blackrock
BLK

Overview Fund Activity

1,662 hedge funds and large institutions have $91.3B invested in Blackrock in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 718 increasing their positions, 575 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,662
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
29.27%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
1.06%
New
145
Increased
718
Reduced
575
Closed
104
Calls
$898M
Puts
$1.29B
Net Calls
-$394M
Net Calls Change
-$37.1M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$216M
2
Citadel Advisors
Citadel Advisors
Florida
+$206M
3
State Street
State Street
Massachusetts
+$183M
4
Charles Schwab
Charles Schwab
California
+$146M
5
BlackRock
BlackRock
New York
+$111M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$351M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$314M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
4
Bessemer Group
Bessemer Group
New Jersey
-$192M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSBTD
1051
Glenview State Bank Trust Department
Illinois
$782K – – –
IWM
1052
IHT Wealth Management
Illinois
$781K +$274K +364 +54%
MHS
1053
M Holdings Securities
Oregon
$780K +$780K +1,035 New
CI
1054
Cordant Inc
Oregon
$778K +$778K +1,032 New
CPIA
1055
Cornell Pochily Investment Advisors
New York
$777K -$53.6K -71 -6%
PP
1056
Pegasus Partners
Wisconsin
$775K -$486K -644 -39%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$774K +$91.2K +121 +13%
SWP
1058
Strategic Wealth Partners
Ohio
$774K +$168K +223 +28%
PWM
1059
Perigon Wealth Management
California
$774K +$222K +294 +40%
LBC
1060
Lawrence B. Cohen
$770K +$540K +716 +235%
SWP
1061
Stratos Wealth Partners
Ohio
$769K -$119K -158 -13%
SCM
1062
Shelton Capital Management
Colorado
$760K -$105K -139 -12%
TMAM
1063
Tokio Marine Asset Management
Japan
$759K +$69.3K +92 +10%
LSA
1064
L & S Advisors
California
$755K -$2.42M -3,215 -76%
MAFM
1065
Mid Atlantic Financial Management
Pennsylvania
$754K -$30.9K -41 -4%
OPS
1066
Orion Portfolio Solutions
Nebraska
$751K -$28.7K -38 -4%
MCM
1067
Mengis Capital Management
Oregon
$751K +$6.03K +8 +0.8%
NFC
1068
Northeast Financial Consultants
Connecticut
$751K +$166K +220 +28%
EP
1069
Edgestream Partners
New Jersey
$746K -$8.19M -10,863 -92%
BFA
1070
Beaumont Financial Advisors
Massachusetts
$743K +$14.3K +19 +2%
BWM
1071
BigSur Wealth Management
Florida
$741K -$164K -218 -18%
Luther King Capital Management (LKCM)
1072
Luther King Capital Management (LKCM)
Texas
$740K -$56.5K -75 -7%
CPC
1073
Cookson Peirce & Co
Pennsylvania
$740K -$3.77K -5 -0.5%
BHBT
1074
Burke & Herbert Bank & Trust
Virginia
$737K – – –
PA
1075
Probity Advisors
Texas
$737K +$737K +978 New
41 42
43
44 45