BLK icon

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 %
AWM
1451
Accurate Wealth Management
Florida
$266K +$266K +304 New
CIP
1452
Convergence Investment Partners
Florida
$265K -$14K -16 -5%
SAM
1453
Secure Asset Management
Michigan
$265K +$20.1K +23 +8%
SFG
1454
SevenBridge Financial Group
Pennsylvania
$265K +$28.1K +32 +12%
CC
1455
Claybrook Capital
Massachusetts
$265K +$265K +302 New
SBIA
1456
Sheaff Brock Investment Advisors
Indiana
$262K -$131K -150 -33%
LSV Asset Management
1457
LSV Asset Management
Illinois
$262K – – –
MA
1458
Montag & Associates
Georgia
$262K – – –
SC
1459
Saturna Capital
Washington
$262K – – –
TFS
1460
TrustCore Financial Services
Tennessee
$262K +$10.5K +12 +4%
WSTAM
1461
Wilbanks Smith & Thomas Asset Management
Virginia
$259K +$259K +296 New
W
1462
Wealthquest
Ohio
$258K – – –
ECG
1463
Edge Capital Group
Georgia
$257K -$24.5K -28 -9%
KAM
1464
Knightsbridge Asset Management
California
$257K +$257K +293 New
BCM
1465
Birch Capital Management
Texas
$255K +$225K +258 +759%
BSSFA
1466
Baron Silver Stevens Financial Advisors
Florida
$255K +$255K +292 New
DWM
1467
Doyle Wealth Management
Florida
$254K +$876 +1 +0.3%
RCG
1468
Rock Creek Group
District of Columbia
$254K +$36.8K +42 +17%
PCA
1469
Personal Capital Advisors
California
$253K -$1.75K -2 -0.7%
SFWA
1470
Summit Financial Wealth Advisors
Louisiana
$252K +$252K +288 New
PWM
1471
Prentice Wealth Management
New York
$250K -$23.6K -27 -9%
CWM
1472
Cornerstone Wealth Management
Missouri
$249K +$877 +1 +0.4%
JHCP
1473
Jackson Hole Capital Partners
Oklahoma
$245K – – –
DWA
1474
Dougherty Wealth Advisers
Minnesota
$244K – – –
MG
1475
Mather Group
Illinois
$244K +$8.75K +10 +4%
57 58
59
60 61