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Blackrock
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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 %
WSCM
1226
Wellington Shields Capital Management
New York
$412K – – –
SWM
1227
SeaCrest Wealth Management
New York
$412K +$60K +109 +17%
CSPIA
1228
Cary Street Partners Investment Advisory
Virginia
$412K +$65.5K +119 +19%
BPWM
1229
Badgley Phelps Wealth Managers
Washington
$411K -$11K -20 -3%
GWS
1230
Glassman Wealth Services
Virginia
$411K +$3.85K +7 +0.9%
PIM
1231
Perpetual Investment Management
Australia
$410K – – –
ZF
1232
Zhang Financial
Michigan
$409K +$2.2K +4 +0.5%
RCM
1233
Radnor Capital Management
Pennsylvania
$408K – – –
STA
1234
Summit Trail Advisors
New York
$408K +$59.4K +108 +17%
CG
1235
Cutler Group
California
$407K +$193K +350 +90%
CB
1236
Community Bank
New York
$405K +$6.05K +11 +2%
EGA
1237
E&G Advisors
Texas
$404K -$84.8K -154 -17%
LWAC
1238
Laurel Wealth Advisors (California)
California
$404K +$23.1K +42 +6%
PIA
1239
Powell Investment Advisors
Florida
$403K +$144K +261 +55%
TA
1240
TFG Advisers
Michigan
$401K +$20.9K +38 +5%
EFL
1241
ERn Financial LLC
Wisconsin
$401K +$24.8K +45 +7%
WGCA
1242
Wolf Group Capital Advisors
Virginia
$400K -$2.76K -5 -0.7%
BCM
1243
Boltwood Capital Management
California
$398K +$30.3K +55 +8%
TPW
1244
Transatlantique Private Wealth
New York
$393K -$590K -1,070 -60%
MS
1245
Maven Securities
Jersey
$392K +$165K +299 +72%
LWCFA
1246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$390K -$23.7K -43 -6%
CL
1247
CPWM LLC
Washington
$389K +$6.61K +12 +2%
ACM
1248
Aquatic Capital Management
Illinois
$385K +$385K +700 New
GAM
1249
Gemmer Asset Management
California
$384K +$2.76K +5 +0.7%
FMTC
1250
Farmers & Merchants Trust Company
California
$383K +$549 +1 +0.1%
48 49
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