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Blackrock
BLK

Overview Fund Activity

1,819 hedge funds and large institutions have $85.4B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 643 increasing their positions, 735 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,819
Holders Change
+108
Holders Change %
+6.31%
% of All Funds
29.35%
Holding in Top 10
49
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+96%
% of All Funds
0.79%
New
242
Increased
643
Reduced
735
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$804M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$639M
3
BlackRock
BlackRock
New York
+$538M
4
Charles Schwab
Charles Schwab
California
+$305M
5
Citadel Advisors
Citadel Advisors
Florida
+$197M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$634M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$222M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$200M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
1376
Shulman DeMeo Asset Management
New York
$348K -$8.5K -12 -2%
CFG
1377
Carr Financial Group
Massachusetts
$347K +$347K +490 New
CB
1378
Cadence Bank
Mississippi
$347K +$2.84K +4 +0.8%
SWA
1379
Sutton Wealth Advisors
Florida
$347K -$3.54K -5 -1%
SFG
1380
SevenBridge Financial Group
Pennsylvania
$346K -$1.42K -2 -0.4%
IF
1381
Integrity Financial
Wyoming
$346K – – –
VCM
1382
Vivaldi Capital Management
Illinois
$346K +$37.6K +50 +12%
HWMG
1383
Hurlow Wealth Management Group
Indiana
$344K +$2.84K +4 +0.8%
KP
1384
Keel Point
Alabama
$343K +$7.8K +11 +2%
PAM
1385
Peak Asset Management
Colorado
$339K – – –
CWM
1386
Congress Wealth Management
Massachusetts
$337K -$24.1K -34 -7%
EFG
1387
Ethos Financial Group
Pennsylvania
$337K +$337K +475 New
WHCI
1388
W.H. Cornerstone Investments
Massachusetts
$337K -$144K -191 -30%
TCM
1389
Teza Capital Management
Illinois
$334K +$334K +472 New
GIM
1390
Goelzer Investment Management
Indiana
$334K -$16.3K -23 -5%
BONH
1391
Bank of New Hampshire
New Hampshire
$329K -$28.4K -40 -8%
CWP
1392
CFM Wealth Partners
Texas
$328K -$290K -409 -47%
JC
1393
Jacobs & Co
California
$328K +$328K +463 New
MWPCG
1394
Measured Wealth Private Client Group
New Hampshire
$327K – – –
FMWA
1395
Forvis Mazars Wealth Advisors
Missouri
$327K -$4.26K -6 -1%
IIA
1396
Integral Investment Advisors
California
$327K +$60.9K +86 +23%
KAM
1397
Karani Asset Management
New York
$325K -$103K -145 -24%
RPWA
1398
Regent Peak Wealth Advisors
Georgia
$325K +$2.13K +3 +0.7%
PCOC
1399
Power Corp of Canada
Canada
$325K – – –
PWA
1400
Phoenix Wealth Advisors
North Carolina
$323K +$7.8K +11 +2%
54 55
56
57 58