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Blackrock
BLK

Overview Fund Activity

1,730 hedge funds and large institutions have $105B invested in Blackrock in 2021 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 672 increasing their positions, 643 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+68
Holders Change %
+4.09%
% of All Funds
30.2%
Holding in Top 10
75
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25%
% of All Funds
1.31%
New
151
Increased
672
Reduced
643
Closed
67
Calls
$1.05B
Puts
$1.98B
Net Calls
-$936M
Net Calls Change
-$542M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$338M
2
Capital World Investors
Capital World Investors
California
+$308M
3
Goldman Sachs
Goldman Sachs
New York
+$184M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$169M
5
Charles Schwab
Charles Schwab
California
+$162M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$752M
2
CCA
Column Capital Advisors
Indiana
-$726M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$372M
4
Ameriprise
Ameriprise
Minnesota
-$230M
5
Citadel Advisors
Citadel Advisors
Florida
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1401
PRW Wealth Management
Massachusetts
$311K +$311K +356 New
KFP
1402
Keystone Financial Planning
Ohio
$310K – – –
EWM
1403
Evermay Wealth Management
Virginia
$309K – – –
CWC
1404
Carolinas Wealth Consulting
North Carolina
$309K +$26.3K +30 +9%
JWA
1405
JFS Wealth Advisors
Pennsylvania
$307K – – –
KPCM
1406
Kings Point Capital Management
New York
$307K +$88.3K +101 +40%
HIP
1407
HUB Investment Partners
Texas
$307K +$307K +350 New
TC
1408
TwinBeech Capital
New York
$307K +$307K +351 New
MCM
1409
McRae Capital Management
New Jersey
$306K – – –
FMWA
1410
Forvis Mazars Wealth Advisors
Missouri
$306K +$6.12K +7 +2%
CBT
1411
Central Bank & Trust
Kentucky
$306K +$256K +293 +514%
AIM
1412
Avity Investment Management
Connecticut
$306K +$306K +350 New
WCG
1413
Weaver Consulting Group
California
$304K +$9.64K +11 +3%
FCA
1414
FLC Capital Advisors
California
$303K -$111K -127 -27%
IBOK
1415
Independence Bank of Kentucky
Kentucky
$303K -$64.8K -74 -18%
GBT
1416
Grove Bank & Trust
Florida
$303K +$303K +346 New
CAL
1417
Capital Advisors Ltd
Ohio
$298K +$197K +225 +194%
CCA
1418
Childress Capital Advisors
Texas
$297K +$35.8K +41 +14%
HFP
1419
Holistic Financial Partners
Indiana
$297K +$53.3K +61 +22%
NC
1420
NewSquare Capital
Pennsylvania
$294K +$149K +170 +102%
ACM
1421
Allred Capital Management
Texas
$290K -$29.7K -34 -9%
FPFS
1422
First Personal Financial Services
North Carolina
$290K -$26.2K -30 -8%
TH
1423
TCTC Holdings
Texas
$290K +$2.63K +3 +0.9%
CCM
1424
Cohen Capital Management
California
$289K – – –
AP
1425
Adero Partners
California
$288K +$288K +329 New
55 56
57
58 59