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Blackrock
BLK

Overview Fund Activity

1,711 hedge funds and large institutions have $64.9B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 783 increasing their positions, 585 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,711
Holders Change
-34
Holders Change %
-1.95%
% of All Funds
29.59%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.43%
New
105
Increased
783
Reduced
585
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$837M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$245M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$209M
4
Charles Schwab
Charles Schwab
California
+$149M
5
State Street
State Street
Massachusetts
+$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$690M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
3
Millennium Management
Millennium Management
New York
-$140M
4
JCM
Junto Capital Management
New York
-$112M
5
HT
HighTower Trust
Texas
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1101
Sequoia Financial Advisors
Ohio
$562K -$55.5K -101 -9%
MAM
1102
Martingale Asset Management
Massachusetts
$562K -$17.1K -31 -3%
CIA
1103
Choate Investment Advisors
Massachusetts
$562K -$8.26K -15 -1%
ZCA
1104
Zeke Capital Advisors
Pennsylvania
$559K -$2.2K -4 -0.4%
TFA
1105
Trinity Financial Advisors
Ohio
$559K +$559K +1,017 New
GL
1106
Graypoint LLC
New York
$556K +$135K +245 +32%
SCA
1107
Stokes Capital Advisors
South Carolina
$555K -$2.39M -4,333 -81%
SCM
1108
Shelton Capital Management
Colorado
$555K – – –
NP
1109
NorthRock Partners
Minnesota
$553K +$107K +195 +24%
DWM
1110
Dakota Wealth Management
Florida
$552K -$201K -365 -27%
USCWA
1111
U.S. Capital Wealth Advisors
Texas
$551K -$77.5K -141 -12%
SIM
1112
Sentry Investment Management
Wisconsin
$550K +$30.8K +56 +6%
CT
1113
Colonial Trust
South Carolina
$550K +$550K +1,000 New
BFA
1114
BMS Financial Advisors
South Dakota
$546K -$10.4K -19 -2%
AAMC
1115
Asset Allocation & Management Company
Illinois
$545K +$234K +425 +75%
BCM
1116
Brooktree Capital Management
Michigan
$544K -$38.5K -70 -7%
BWM
1117
BigSur Wealth Management
Florida
$544K -$6.61K -12 -1%
MIM
1118
MTM Investment Management
South Carolina
$544K -$6.06K -11 -1%
LIM
1119
Loudon Investment Management
New Hampshire
$544K +$544K +989 New
V
1120
VeraBank
Texas
$540K – – –
BHBT
1121
Burke & Herbert Bank & Trust
Virginia
$539K – – –
MTC
1122
Matrix Trust Company
Colorado
$538K -$28.1K -51 -5%
JDR
1123
Jay D. Rosenbaum
$535K -$45.1K -82 -8%
IWM
1124
IHT Wealth Management
Illinois
$535K +$138K +250 +35%
BFA
1125
Beaumont Financial Advisors
Massachusetts
$534K -$22.5K -41 -4%
43 44
45
46 47