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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 %
WHCI
1301
W.H. Cornerstone Investments
Massachusetts
$523K +$83.6K +103 +19%
FDCP
1302
Foster Dykema Cabot & Partners
Massachusetts
$522K +$522K +643 New
AWA
1303
Arkadios Wealth Advisors
Georgia
$519K -$140K -172 -21%
EFA
1304
Evernest Financial Advisors
Indiana
$518K +$518K +638 New
WBG
1305
Wharton Business Group
Pennsylvania
$518K
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$517K +$14.6K +18 +3%
WAL
1307
W Advisors LLC
Tennessee
$517K +$77.1K +95 +18%
CAM
1308
Cidel Asset Management
Ontario, Canada
$517K +$517K +637 New
PCG
1309
Prosperity Consulting Group
Maryland
$516K +$250K +308 +94%
GIM
1310
Goelzer Investment Management
Indiana
$513K +$178K +219 +53%
SIC
1311
Sterling Investment Counsel
New York
$511K +$47.1K +58 +10%
BAM
1312
Berkshire Asset Management
Pennsylvania
$511K +$1.62K +2 +0.3%
RCA
1313
Resonant Capital Advisors
Wisconsin
$510K +$13K +16 +3%
MWM
1314
Meridian Wealth Management
Kentucky
$510K +$812 +1 +0.2%
PAM
1315
Peak Asset Management
Colorado
$504K -$1.62K -2 -0.3%
FSC
1316
Full Sail Capital
Oklahoma
$504K +$211K +260 +72%
CPIG
1317
Chicago Partners Investment Group
Illinois
$501K +$52.7K +67 +12%
KCIC
1318
Kuhn & Co Investment Counsel
Illinois
$501K +$501K +617 New
DWM
1319
Drive Wealth Management
Utah
$501K +$501K +617 New
SAM
1320
Strategy Asset Managers
California
$500K +$4.87K +6 +1%
PAG
1321
Powers Advisory Group
Illinois
$499K +$33.3K +41 +7%
RB
1322
Renasant Bank
Mississippi
$498K -$86.9K -107 -15%
WG
1323
Welch Group
Alabama
$497K -$9.74K -12 -2%
QC
1324
Quent Capital
New York
$496K -$61.7K -76 -11%
JFGIW
1325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K -$56K -69 -10%