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Blackrock

1,727 hedge funds and large institutions have $101B invested in Blackrock in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 754 increasing their positions, 579 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 579

16% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 94

0% more ownership

Funds ownership: 79.03%79.04% (+0%)

0% less funds holding

Funds holding: 1,7351,727 (-8)

4% less capital invested

Capital invested by funds: $105B → $101B (-$4.61B)

17% less funds holding in top 10

Funds holding in top 10: 7663 (-13)

51% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.33B

Holders
1,727
Holders Change
-8
Holders Change %
-0.46%
% of All Funds
30.23%
Holding in Top 10
63
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-17.11%
% of All Funds
1.1%
New
109
Increased
754
Reduced
579
Closed
94
Calls
$1.15B
Puts
$2.33B
Net Calls
-$1.18B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1326
Sutton Wealth Advisors
Florida
$415K +$896 +1 +0.2%
CFG
1327
Cooper Financial Group
California
$414K +$12.5K +14 +3%
CWM
1328
Calamos Wealth Management
Illinois
$413K
WAP
1329
Wealthcare Advisory Partners
Pennsylvania
$413K +$55.6K +62 +14%
JWM
1330
Jackson Wealth Management
Florida
$412K +$1.75M +1,957 +21%
JSC
1331
Jackson Square Capital
California
$411K
BWAM
1332
Boyd Watterson Asset Management
Ohio
$409K
AIM
1333
Alhambra Investment Management
Florida
$407K
CFN
1334
Cordasco Financial Network
Florida
$407K +$8.96K +10 +2%
KTC
1335
Kistler-Tiffany Companies
Pennsylvania
$404K +$9.86K +11 +2%
HPWM
1336
Highland Private Wealth Management
Washington
$403K -$21.5K -24 -5%
ATWA
1337
Arbor Trust Wealth Advisors
Michigan
$403K +$4.48K +5 +1%
TH
1338
TCTC Holdings
Texas
$403K +$134K +150 +45%
1IA
1339
1834 Investment Advisors
Wisconsin
$402K
PAM
1340
Peak Asset Management
Colorado
$401K
GG
1341
Gleason Group
Kentucky
$399K +$2.69K +3 +0.6%
BCAM
1342
Boston Common Asset Management
Massachusetts
$399K +$8.96K +10 +2%
JIC
1343
Joel Isaacson & Co
New York
$398K
FFG
1344
Frisch Financial Group
New York
$393K +$49.3K +55 +13%
SAS
1345
Stelac Advisory Services
New York
$392K -$543K -606 -56%
4WM
1346
44 Wealth Management
Oregon
$386K -$25.1K -28 -6%
GL
1347
Graypoint LLC
New York
$386K +$26K +29 +7%
PWA
1348
Phoenix Wealth Advisors
North Carolina
$385K +$4.48K +5 +1%
CAN
1349
Claraphi Advisory Network
United States
$385K +$17.9K +20 +5%
PFGIA
1350
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$71.7K +80 +21%

BLK Hedge Fund Activity: Q3 2021 in Review

1,727 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2021, worth a combined $101B — down 4.4% from $105B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BLK positions and 94 closed out — a net gain of 15 holders — while 754 added to existing stakes and 579 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $355M. The largest seller was Bank of America, cutting an estimated $213M.

  • 1,727 institutional investors held Blackrock (BLK) as of Q3 2021, down from 1,735 in Q2 2021.
  • Funds reported $101B of Blackrock stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 109 funds opened new Blackrock positions in Q3 2021 and 94 closed out, a net change of +15 holders.
  • The largest Blackrock buyer in Q3 2021 was Altshuler Shaham, an estimated $355M added.
  • The largest Blackrock seller in Q3 2021 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2021.