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Blackrock
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Overview Fund Activity

1,711 hedge funds and large institutions have $64.9B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 783 increasing their positions, 585 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,711
Holders Change
-34
Holders Change %
-1.95%
% of All Funds
29.59%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.43%
New
105
Increased
783
Reduced
585
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$837M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$245M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$209M
4
Charles Schwab
Charles Schwab
California
+$149M
5
State Street
State Street
Massachusetts
+$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$690M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
3
Millennium Management
Millennium Management
New York
-$140M
4
JCM
Junto Capital Management
New York
-$112M
5
HT
HighTower Trust
Texas
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1476
Prestige Wealth Management Group
New Jersey
$211K +$20.9K +38 +11%
SWM
1477
Silverlake Wealth Management
Vermont
$210K +$1.65K +3 +0.8%
CPSAC
1478
Chas P. Smith & Associates (CPS)
Florida
$209K -$55K -100 -21%
HAS
1479
HBW Advisory Services
California
$209K -$12.7K -23 -6%
PWM
1480
Palumbo Wealth Management
New York
$209K +$1.1K +2 +0.5%
CAWM
1481
Capital Advisors Wealth Management
Washington
$209K +$2.19K +4 +1%
APW
1482
Acima Private Wealth
Virginia
$209K – – –
RIG
1483
Renaissance Investment Group
Massachusetts
$208K -$139K -227 -40%
CWM
1484
Cornerstone Wealth Management
Missouri
$208K -$2.74K -5 -1%
AWAP
1485
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K -$1.65K -3 -0.8%
JWA
1486
JFS Wealth Advisors
Pennsylvania
$207K -$4.96K -9 -2%
GCA
1487
Gradient Capital Advisors
California
$207K +$207K +376 New
WP
1488
WMS Partners
Maryland
$206K – – –
IIA
1489
Integral Investment Advisors
California
$206K – – –
RIM
1490
Redwood Investment Management
Arizona
$206K +$206K +375 New
TSWM
1491
Triangle Securities Wealth Management
North Carolina
$205K -$11K -20 -5%
AF
1492
Allworth Financial
California
$205K +$8.82K +16 +4%
GBT
1493
Grove Bank & Trust
Florida
$204K – – –
UCI
1494
Uncommon Cents Investing
Wisconsin
$204K +$204K +370 New
AWM
1495
Angeles Wealth Management
California
$203K +$6.05K +11 +3%
FDS
1496
Freedom Day Solutions
Texas
$202K -$156K -284 -44%
MW
1497
MBL Wealth
North Carolina
$201K – – –
PG
1498
Patten Group
Tennessee
$201K +$22K +40 +12%
ST
1499
Sageworth Trust
Pennsylvania
$197K – – –
DMBA
1500
Deseret Mutual Benefit Administrators
Utah
$196K -$31.3K -57 -14%
58 59
60
61 62