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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 %
LWMM
1376
Legacy Wealth Management (Mississippi)
Mississippi
$429K
TAM
1377
Todd Asset Management
Kentucky
$429K
SSWM
1378
Strait & Sound Wealth Management
California
$428K
GLA
1379
Good Life Advisors
Pennsylvania
$427K -$30.1K -37 -7%
GWM
1380
Gray Wealth Management
Maine
$427K -$50.3K -62 -11%
CCP
1381
Carmel Capital Partners
California
$427K -$34.9K -43 -8%
WA
1382
Waverly Advisors
Alabama
$426K -$34.1K -42 -7%
3IP
1383
3Chopt Investment Partners
Virginia
$422K +$422K +520 New
FFA
1384
Founders Financial Alliance
North Carolina
$421K +$20.3K +25 +5%
EFSCE
1385
Enterprise Financial Services Corp (EFSC)
Missouri
$421K -$4.06K -5 -1%
USB
1386
Union Savings Bank
Connecticut
$418K +$38.2K +47 +10%
PIP
1387
Peachtree Investment Partners
Florida
$418K
C
1388
Certuity
Florida
$417K +$9.74K +12 +2%
CCG
1389
Catalina Capital Group
California
$416K +$416K +512 New
GIA
1390
Guyasuta Investment Advisors
Pennsylvania
$416K
TWM
1391
Tradition Wealth Management
Minnesota
$415K +$812 +1 +0.2%
PI
1392
Putnam Investments
Massachusetts
$415K
AL
1393
Aspiriant LLC
California
$414K +$31.7K +39 +8%
CWM
1394
Congress Wealth Management
Massachusetts
$413K -$1.69M -2,082 -80%
DSC
1395
Duncker Streett & Co
Missouri
$412K -$25.2K -31 -6%
BWM
1396
BigSur Wealth Management
Florida
$412K +$14.6K +18 +4%
GG
1397
Gleason Group
Kentucky
$412K +$2.44K +3 +0.6%
AC
1398
Allstate Corporation
Illinois
$411K -$8.12K -10 -2%
NAG
1399
Northstar Advisory Group
New Jersey
$411K +$5.68K +7 +1%
TIA
1400
Traphagen Investment Advisors
New Jersey
$408K +$56K +69 +16%