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Blackrock
BLK

Overview Fund Activity

1,826 hedge funds and large institutions have $78.2B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 695 increasing their positions, 737 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+7
Holders Change %
+0.38%
% of All Funds
29.23%
Holding in Top 10
36
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26.53%
% of All Funds
0.58%
New
150
Increased
695
Reduced
737
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$645M
2
Millennium Management
Millennium Management
New York
+$129M
3
Citadel Advisors
Citadel Advisors
Florida
+$111M
4
Norges Bank
Norges Bank
Norway
+$109M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$994M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$466M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$457M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$377M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1426
Carmel Capital Partners
California
$325K +$64.9K +97 +25%
HWMG
1427
Hurlow Wealth Management Group
Indiana
$323K -$1.34K -2 -0.4%
LFA
1428
Legacy Financial Advisors
Kentucky
$323K -$36.2K -54 -10%
JHCP
1429
Jackson Hole Capital Partners
Oklahoma
$320K -$12.7K -19 -4%
CWM
1430
Congress Wealth Management
Massachusetts
$316K -$2.68K -4 -0.8%
APA
1431
Astoria Portfolio Advisors
New York
$315K -$65.2K -99 -17%
OR
1432
Olympiad Research
Connecticut
$314K +$314K +470 New
BONH
1433
Bank of New Hampshire
New Hampshire
$310K – – –
SFG
1434
SevenBridge Financial Group
Pennsylvania
$310K -$16.7K -25 -5%
FMWA
1435
Forvis Mazars Wealth Advisors
Missouri
$310K +$1.34K +2 +0.4%
WB
1436
West Bancorporation
Iowa
$310K -$34.8K -52 -10%
CB
1437
Cadence Bank
Mississippi
$310K -$18.1K -27 -6%
MHS
1438
M Holdings Securities
Oregon
$309K +$16K +24 +5%
Empower Advisory Group
1439
Empower Advisory Group
Colorado
$308K +$308K +462 New
SG
1440
Stonnington Group
California
$308K +$33.5K +50 +12%
PIA
1441
Perennial Investment Advisors
California
$307K +$307K +459 New
ACM
1442
Allred Capital Management
Texas
$306K +$20.7K +31 +7%
KP
1443
Keel Point
Alabama
$306K -$18.1K -27 -6%
GIM
1444
Goelzer Investment Management
Indiana
$304K -$11.4K -17 -4%
SWM
1445
Seed Wealth Management
Illinois
$304K – – –
BWAM
1446
Boyd Watterson Asset Management
Ohio
$304K +$2.01K +3 +0.7%
RPWA
1447
Regent Peak Wealth Advisors
Georgia
$303K -$4.02K -6 -1%
IWA
1448
Intercontinental Wealth Advisors
Texas
$302K – – –
CCT
1449
Chemung Canal Trust
New York
$301K +$44.8K +67 +17%
EFG
1450
Ethos Financial Group
Pennsylvania
$300K -$18.1K -27 -6%
56 57
58
59 60