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Blackrock
BLK

Overview Fund Activity

1,798 hedge funds and large institutions have $90.1B invested in Blackrock in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 837 increasing their positions, 618 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
-76
Holders Change %
-4.06%
% of All Funds
28.45%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.62%
New
126
Increased
837
Reduced
618
Closed
181
Calls
$928M
Puts
$1.61B
Net Calls
-$683M
Net Calls Change
+$324M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$321M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M
3
Charles Schwab
Charles Schwab
California
+$237M
4
Capital International Investors
Capital International Investors
California
+$225M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.56B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$759M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$482M
4
CP
Castleview Partners
Texas
-$235M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
1051
San Luis Wealth Advisors
California
$922K – – –
HPC
1052
HM Payson & Co
Maine
$922K +$58.8K +77 +7%
FMAEN1
1053
Fund Management at Engine No 1
California
$922K +$922K +1,206 New
CTA
1054
Colonial Trust Advisors
South Carolina
$920K -$49.7K -65 -5%
CIA
1055
Choate Investment Advisors
Massachusetts
$917K -$82.5K -108 -8%
YC
1056
Yarbrough Capital
Tennessee
$917K – – –
SSWM
1057
Smith Salley Wealth Management
North Carolina
$910K -$8.41K -11 -0.9%
Fiera Capital (Canada)
1058
Fiera Capital (Canada)
Quebec, Canada
$909K +$184K +241 +25%
AAS
1059
Ameritas Advisory Services
Nebraska
$908K +$61.1K +80 +7%
KWM
1060
Keebeck Wealth Management
Illinois
$902K – – –
DIP
1061
DT Investment Partners
Pennsylvania
$900K +$9.18K +12 +1%
BCA
1062
Bay Colony Advisors
Massachusetts
$900K +$624K +817 +226%
MWA
1063
Meridian Wealth Advisors
Texas
$892K +$191K +250 +27%
GIM
1064
Groesbeck Investment Management
New Jersey
$887K – – –
DWM
1065
Destination Wealth Management
California
$883K -$41.2K -54 -4%
LOPW
1066
Live Oak Private Wealth
North Carolina
$882K -$19.9K -26 -2%
KWMG
1067
King Wealth Management Group
Florida
$881K – – –
AWA
1068
Arete Wealth Advisors
Illinois
$880K +$111K +145 +14%
AWA
1069
Aaron Wealth Advisors
Illinois
$878K +$877K +670,097 +79,395%
AIM
1070
Anchor Investment Management
South Carolina
$877K -$39K -51 -4%
WIC
1071
Woodmont Investment Counsel
Tennessee
$877K +$95.6K +125 +12%
CPIA
1072
Cornell Pochily Investment Advisors
New York
$875K +$120K +157 +16%
FCFC
1073
First Commonwealth Financial Corp
Pennsylvania
$870K +$36.7K +48 +4%
AWE
1074
Avidian Wealth Enterprises
Texas
$869K +$42.8K +56 +5%
EWM
1075
EPG Wealth Management
Georgia
$867K +$5.35K +7 +0.6%
41 42
43
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