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Blackrock
BLK

Overview Fund Activity

1,874 hedge funds and large institutions have $108B invested in Blackrock in 2021 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 739 increasing their positions, 627 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+152
Holders Change %
+8.83%
% of All Funds
28.94%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.97%
New
249
Increased
739
Reduced
627
Closed
72
Calls
$1.4B
Puts
$2.4B
Net Calls
-$1.01B
Net Calls Change
+$173M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
State Street
State Street
Massachusetts
+$176M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$138M
4
JCM
Junto Capital Management
New York
+$112M
5
CCM
Cantillon Capital Management
New York
+$93.7M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$615M
2
Bank of America
Bank of America
North Carolina
-$345M
3
Ameriprise
Ameriprise
Minnesota
-$296M
4
First Trust Advisors
First Trust Advisors
Illinois
-$186M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1301
Congress Wealth Management
Massachusetts
$568K +$568K +620 New
TCPWM
1302
Traverso Chambers Private Wealth Management
California
$565K +$19.2K +21 +4%
BONH
1303
Bank of New Hampshire
New Hampshire
$561K -$9.15K -10 -2%
WBG
1304
Wharton Business Group
Pennsylvania
$557K – – –
DCM
1305
Deuterium Capital Management
Florida
$557K +$557K +608 New
DWM
1306
Doyle Wealth Management
Florida
$554K +$916 +1 +0.2%
MPM
1307
MBB Public Markets
Illinois
$554K +$554K +605 New
WCM
1308
Weik Capital Management
Pennsylvania
$553K – – –
PFBT
1309
Parkside Financial Bank & Trust
Missouri
$549K +$60.5K +66 +12%
MG
1310
Mather Group
Illinois
$549K +$309K +338 +129%
HWA
1311
Heritage Wealth Advisors
Virginia
$547K -$17.4K -19 -3%
JSC
1312
Jackson Square Capital
California
$546K +$97.1K +106 +22%
KWM
1313
Kolinsky Wealth Management
New Jersey
$546K +$546K +596 New
EWA
1314
ERTS Wealth Advisors
Michigan
$544K -$12.8K -14 -2%
IA
1315
Insight Advisors
Pennsylvania
$542K -$139K -152 -20%
MW
1316
Marcum Wealth
Ohio
$540K -$45.8K -50 -8%
GM
1317
GeoWealth Management
Illinois
$540K +$5.5K +6 +1%
GL
1318
Graypoint LLC
New York
$539K +$117K +128 +28%
LWAC
1319
Laurel Wealth Advisors (California)
California
$539K +$539K +588 New
JCM
1320
Jacobi Capital Management
Pennsylvania
$538K +$73.2K +80 +16%
TC
1321
TownSquare Capital
Utah
$537K +$172K +188 +47%
NHC
1322
Nicholas Hoffman & Company
Georgia
$527K -$19.2K -21 -4%
CWP
1323
Concord Wealth Partners
Virginia
$527K +$256K +280 +95%
CI
1324
CPR Investments
Michigan
$524K +$524K +572 New
CPSAC
1325
Chas P. Smith & Associates (CPS)
Florida
$519K +$1.83K +2 +0.4%
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