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Blackrock
BLK

Overview Fund Activity

1,874 hedge funds and large institutions have $108B invested in Blackrock in 2021 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 739 increasing their positions, 627 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+152
Holders Change %
+8.83%
% of All Funds
28.94%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
0.97%
New
249
Increased
739
Reduced
627
Closed
72
Calls
$1.4B
Puts
$2.4B
Net Calls
-$1.01B
Net Calls Change
+$173M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
State Street
State Street
Massachusetts
+$176M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$138M
4
JCM
Junto Capital Management
New York
+$112M
5
CCM
Cantillon Capital Management
New York
+$93.7M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$615M
2
Bank of America
Bank of America
North Carolina
-$345M
3
Ameriprise
Ameriprise
Minnesota
-$296M
4
First Trust Advisors
First Trust Advisors
Illinois
-$186M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFD
1451
Boit C.F. David
$366K – – –
NRS
1452
Neville Rodie & Shaw
New York
$366K – – –
PSP
1453
Principal Street Partners
Tennessee
$366K – – –
MWAM
1454
Manhattan West Asset Management
California
$366K +$366K +400 New
CAG
1455
Crestwood Advisors Group
Massachusetts
$365K +$30.2K +33 +9%
MNBTD
1456
Moody National Bank Trust Division
Texas
$363K – – –
GSIS
1457
Global Strategic Investment Solutions
Arizona
$361K -$286K -312 -44%
FMWA
1458
Forvis Mazars Wealth Advisors
Missouri
$359K +$45.8K +50 +15%
GFS
1459
GYL Financial Synergies
Connecticut
$357K – – –
WCM
1460
WealthBridge Capital Management
Ohio
$356K – – –
BCM
1461
Brookstone Capital Management
Illinois
$355K -$84.7K -95 -19%
IIC
1462
Ironwood Investment Counsel
Arizona
$355K +$915 +1 +0.3%
HC
1463
Hamilton Capital
Ohio
$354K +$354K +387 New
HWMG
1464
Hurlow Wealth Management Group
Indiana
$353K – – –
SIG
1465
Sargent Investment Group
Maryland
$352K -$22.9K -25 -6%
GAM
1466
Gould Asset Management
California
$352K +$50.3K +55 +17%
DOA
1467
D'Orazio & Associates
Virginia
$351K +$75.1K +82 +27%
FFG
1468
Frisch Financial Group
New York
$348K -$51.2K -60 -13%
APW
1469
Acima Private Wealth
Virginia
$347K – – –
CWM
1470
Cahaba Wealth Management
Georgia
$346K – – –
HFP
1471
Holistic Financial Partners
Indiana
$346K +$34.8K +38 +11%
IBOK
1472
Independence Bank of Kentucky
Kentucky
$345K +$2.75K +3 +0.8%
SWM
1473
Silverlake Wealth Management
Vermont
$344K +$344K +376 New
PWA
1474
Phoenix Wealth Advisors
North Carolina
$344K -$75.9K -83 -18%
WP
1475
WMS Partners
Maryland
$342K -$13.7K -15 -4%
57 58
59
60 61