BLK icon

Blackrock
BLK

Overview Fund Activity

1,819 hedge funds and large institutions have $85.4B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 643 increasing their positions, 735 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,819
Holders Change
+108
Holders Change %
+6.31%
% of All Funds
29.35%
Holding in Top 10
49
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+96%
% of All Funds
0.79%
New
242
Increased
643
Reduced
735
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$804M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$639M
3
BlackRock
BlackRock
New York
+$538M
4
Charles Schwab
Charles Schwab
California
+$305M
5
Citadel Advisors
Citadel Advisors
Florida
+$197M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$634M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$222M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$200M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1201
Phillips Wealth Planners
Mississippi
$540K +$540K +733 New
AG
1202
Ascent Group
Virginia
$540K +$9.21K +13 +2%
JDR
1203
Jay D. Rosenbaum
$539K -$150K -211 -22%
AWA
1204
Amplius Wealth Advisors
Pennsylvania
$539K +$4.25K +6 +0.8%
ZF
1205
Zhang Financial
Michigan
$539K +$12.8K +18 +2%
CA
1206
Cullinan Associates
Kentucky
$539K +$184K +260 +52%
PPWM
1207
Paragon Private Wealth Management
Kentucky
$538K +$35.4K +50 +7%
RCM
1208
Radnor Capital Management
Pennsylvania
$537K – – –
TPW
1209
Transatlantique Private Wealth
New York
$535K +$28.4K +40 +6%
WPW
1210
Waldron Private Wealth
Pennsylvania
$532K – – –
FFA
1211
Founders Financial Alliance
North Carolina
$532K -$87.9K -124 -14%
Dodge & Cox
1212
Dodge & Cox
California
$531K – – –
TSS
1213
Two Sigma Securities
New York
$531K -$2.66M -3,758 -83%
WSCM
1214
Wellington Shields Capital Management
New York
$530K – – –
O
1215
Ossiam
France
$529K -$48.2K -68 -8%
NCG
1216
Newport Capital Group
New Jersey
$529K -$570K -805 -52%
PIM
1217
Perpetual Investment Management
Australia
$528K – – –
CA
1218
Crumly & Associates
Illinois
$526K -$56.7K -80 -10%
PCS
1219
Personal CFO Solutions
New Jersey
$526K -$14.9K -21 -3%
PIA
1220
Powell Investment Advisors
Florida
$524K +$5.67K +8 +1%
SWM
1221
SeaCrest Wealth Management
New York
$524K -$6.38K -9 -1%
CSPIA
1222
Cary Street Partners Investment Advisory
Virginia
$523K -$8.51K -12 -2%
EGA
1223
E&G Advisors
Texas
$520K – – –
DG
1224
DMC Group
Alabama
$519K +$102K +143 +24%
EFS
1225
Essex Financial Services
Connecticut
$516K -$58.7K -83 -10%
47 48
49
50 51