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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 %
BHBT
1226
Burke & Herbert Bank & Trust
Virginia
$632K
CWM
1227
Centurion Wealth Management
Virginia
$630K -$21.9K -27 -3%
WGCA
1228
Wolf Group Capital Advisors
Virginia
$630K +$13.1K +19 +2%
PPWM
1229
Paragon Private Wealth Management
Kentucky
$629K +$20.3K +25 +3%
SPC
1230
Sigma Planning Corp
Michigan
$628K -$744K -917 -54%
ORC
1231
O'Rourke & Company
Massachusetts
$627K -$261K -321 -29%
LT
1232
Legacy Trust
Michigan
$627K -$13K -16 -2%
SAM
1233
Smithbridge Asset Management
Pennsylvania
$625K
MSWM
1234
McGlone Suttner Wealth Management
Wisconsin
$620K +$48.7K +60 +9%
NB
1235
Nicolet Bankshares
Wisconsin
$618K +$35.7K +44 +6%
SWM
1236
SeaCrest Wealth Management
New York
$615K +$1.57K +2 +0.3%
AFG
1237
Atomi Financial Group
New York
$615K +$105K +129 +21%
AWA
1238
Amplius Wealth Advisors
Pennsylvania
$615K -$3.25K -4 -0.5%
TCPWM
1239
Traverso Chambers Private Wealth Management
California
$614K -$16.2K -20 -3%
IF
1240
Intrua Financial
Texas
$613K +$26K +32 +4%
Dodge & Cox
1241
Dodge & Cox
California
$609K
HFAS
1242
Hummer Financial Advisory Services
Illinois
$609K
EL
1243
EMFO LLC
Florida
$609K +$609K +750 New
CWP
1244
Concord Wealth Partners
Virginia
$605K -$197K -243 -25%
AIM
1245
Allen Investment Management
New York
$605K +$34.9K +43 +6%
EP
1246
Edgestream Partners
New Jersey
$604K -$3.34M -4,110 -85%
WMA
1247
West Michigan Advisors
Michigan
$603K -$67.4K -83 -10%
SPL
1248
Smart Portfolios LLC
Washington
$597K +$597K +745 New
EGA
1249
E&G Advisors
Texas
$596K
LA
1250
Legacy Advisors
Pennsylvania
$595K -$26.8K -33 -4%