BLK icon

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 %
BFO
1426
Biltmore Family Office
North Carolina
$302K – – –
ACM
1427
Alethea Capital Management
Washington
$301K – – –
RFG
1428
RFP Financial Group
Georgia
$300K +$300K +424 New
GFS
1429
GYL Financial Synergies
Connecticut
$299K +$14.9K +21 +5%
HBW
1430
Hazlett, Burt & Watson
West Virginia
$298K +$11.3K +16 +4%
SL
1431
Summitry LLC
California
$298K -$97.8K -138 -25%
CL
1432
Choreo LLC
Illinois
$297K – – –
VWA
1433
Visionary Wealth Advisors
Illinois
$295K -$15.6K -22 -5%
CA
1434
Cambridge Advisors
Nebraska
$295K -$7.09K -10 -2%
MCWS
1435
McKinley Carter Wealth Services
West Virginia
$295K – – –
BAAM
1436
Baker Avenue Asset Management
California
$292K +$292K +412 New
NCM
1437
Novare Capital Management
North Carolina
$291K – – –
ECG
1438
Edge Capital Group
Georgia
$291K +$18.4K +26 +7%
TIA
1439
Traphagen Investment Advisors
New Jersey
$291K – – –
SBIA
1440
Sheaff Brock Investment Advisors
Indiana
$291K – – –
AWM
1441
Angeles Wealth Management
California
$291K +$29.1K +41 +11%
PCH
1442
PGIM Custom Harvest
New Jersey
$291K +$291K +410 New
XT
1443
XTX Topco
Cayman Islands
$290K +$290K +409 New
KFI
1444
Key Financial Inc
Pennsylvania
$289K – – –
AFT
1445
Alpha Family Trust
California
$287K +$287K +405 New
MCM
1446
Mengis Capital Management
Oregon
$286K -$338K -478 -54%
IP
1447
Ignite Planners
California
$285K +$285K +374 New
CBB
1448
Citizens Business Bank
California
$285K -$8.5K -12 -3%
DLA
1449
Douglas Lane & Associates
New York
$285K +$2.84K +4 +1%
EIP
1450
Ellis Investment Partners
Pennsylvania
$284K -$12.8K -18 -4%
56 57
58
59 60