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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 %
Verition Fund Management
1251
Verition Fund Management
Connecticut
$591K -$1.65M -2,035 -74%
GWS
1252
Glassman Wealth Services
Virginia
$589K -$19.5K -24 -3%
NHT
1253
New Hampshire Trust
New Hampshire
$589K
PWP
1254
Phillips Wealth Planners
Mississippi
$588K -$169K -212 -22%
WAP
1255
Wealthcare Advisory Partners
Pennsylvania
$584K -$31.7K -39 -5%
LI
1256
LMCG Investments
Massachusetts
$582K -$55.2K -68 -9%
ZF
1257
Zhang Financial
Michigan
$578K
CA
1258
Claro Advisors
Massachusetts
$575K -$154K -189 -21%
AAIS
1259
ABN AMRO Investment Solutions
$574K -$39.8K -49 -6%
EA
1260
Everpar Advisors
Oklahoma
$574K +$574K +707 New
EFL
1261
ERn Financial LLC
Wisconsin
$573K -$139K -175 -20%
BAWM
1262
Bennett Associates Wealth Management
Pennsylvania
$573K +$573K +706 New
GM
1263
GeoWealth Management
Illinois
$573K +$573K +707 New
PIA
1264
Powell Investment Advisors
Florida
$572K
PA
1265
Probity Advisors
Texas
$567K -$30.8K -38 -5%
DWG
1266
Darden Wealth Group
Michigan
$567K +$567K +698 New
SB
1267
Simmons Bank
Arkansas
$564K -$12.2K -15 -2%
EFS
1268
Essex Financial Services
Connecticut
$563K +$8.13K +10 +1%
RIA
1269
Realta Investment Advisors
Delaware
$562K +$273K +336 +94%
NHC
1270
Nicholas Hoffman & Company
Georgia
$561K +$13K +16 +2%
BWM
1271
Buckley Wealth Management
Nevada
$561K -$33.3K -41 -6%
SIA
1272
Schear Investment Advisers
Ohio
$560K +$2.44K +3 +0.4%
DA
1273
DCM Advisors
New York
$555K -$17K -21 -3%
1IA
1274
1834 Investment Advisors
Wisconsin
$554K -$114K -141 -17%
RW
1275
Rede Wealth
Virginia
$553K