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Blackrock

1,921 hedge funds and large institutions have $100B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 610 increasing their positions, 814 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+128
Holders Change %
+7.14%
% of All Funds
28.16%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
273
Increased
610
Reduced
814
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1051
Perigon Wealth Management
California
$989K +$4.06K +5 +0.4%
CH
1052
Canton Hathaway
Rhode Island
$987K -$64.9K -80 -6%
SRC
1053
Sage Rhino Capital
California
$977K -$5.68K -7 -0.6%
AOI
1054
Auto-Owners Insurance
Michigan
$974K
AAS
1055
Ameritas Advisory Services
Nebraska
$973K +$26.5K +33 +3%
MFG
1056
MidWestOne Financial Group
Iowa
$966K +$197K +243 +26%
PT
1057
Plimoth Trust
Massachusetts
$964K -$57.6K -71 -6%
FFO
1058
Fiduciary Family Office
Florida
$960K +$960K +1,182 New
DWM
1059
Destination Wealth Management
California
$959K +$24.4K +30 +3%
BCA
1060
Bay Colony Advisors
Massachusetts
$952K +$57.6K +71 +6%
LOPW
1061
Live Oak Private Wealth
North Carolina
$951K
FTWA
1062
Fifth Third Wealth Advisors
Ohio
$950K -$286K -352 -23%
FIM
1063
Freedom Investment Management
Connecticut
$950K -$123K -151 -11%
BJL
1064
Brighton Jones LLC
Washington
$948K -$812 -1 -0.1%
KCM
1065
Kornitzer Capital Management
Kansas
$946K +$13.8K +17 +1%
FPF
1066
First Pacific Financial
Washington
$945K +$1.62K +2 +0.2%
CT
1067
Colonial Trust
South Carolina
$942K +$7.31K +9 +0.8%
BWP
1068
Barlow Wealth Partners
Kentucky
$939K +$939K +1,157 New
TFS
1069
Thoroughbred Financial Services
Tennessee
$937K -$196K -242 -17%
OCM
1070
Orion Capital Management
California
$937K +$4.87K +6 +0.5%
PTC
1071
Private Trust Company
Ohio
$936K +$28.4K +35 +3%
1SB
1072
1ST Source Bank
Indiana
$934K
ADL
1073
Asset Dedication LLC
California
$931K +$258K +319 +38%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$925K +$260K +320 +39%
KWMG
1075
King Wealth Management Group
Florida
$923K