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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 %
PAG
1501
Powers Advisory Group
Illinois
$325K +$325K +355 New
KFP
1502
Keystone Financial Planning
Ohio
$324K – – –
LCM
1503
LVM Capital Management
Michigan
$323K – – –
AWM
1504
Accurate Wealth Management
Florida
$322K +$16.7K +18 +5%
HI
1505
Harbour Investments
Wisconsin
$321K -$366K -399 -53%
MCM
1506
McRae Capital Management
New Jersey
$320K – – –
RB
1507
Renasant Bank
Mississippi
$320K +$23.8K +26 +8%
JSW
1508
Journey Strategic Wealth
New Jersey
$320K +$320K +349 New
GBT
1509
Grove Bank & Trust
Florida
$317K – – –
ER
1510
Enlightenment Research
Florida
$317K +$317K +346 New
PAG
1511
Private Advisory Group
Washington
$316K +$316K +345 New
MA
1512
Montag & Associates
Georgia
$311K – – –
GD
1513
Grandfield & Dodd
New York
$310K – – –
EWM
1514
Evermay Wealth Management
Virginia
$309K +$4.57K +5 +2%
CWM
1515
Circle Wealth Management
New Jersey
$303K -$235K -257 -44%
CCM
1516
Cohen Capital Management
California
$302K – – –
WF
1517
WoodTrust Financial
Wisconsin
$301K -$117K -128 -28%
HTHT
1518
Hemenway Trust Hemenway Trust
New Hampshire
$297K -$4.58K -5 -2%
WKSWA
1519
White Knight Strategic Wealth Advisors
New Jersey
$297K +$297K +324 New
LIG
1520
Lokken Investment Group
Delaware
$296K – – –
HHGA
1521
Halbert Hargrove Global Advisors
California
$294K -$22K -24 -7%
WC
1522
Weil Company
California
$294K +$916 +1 +0.3%
EI
1523
Ellevest Inc
New York
$294K +$36.6K +40 +14%
BP
1524
BBR Partners
New York
$290K -$1.43M -1,559 -83%
FPFS
1525
First Personal Financial Services
North Carolina
$288K -$15.5K -17 -5%
59 60
61
62 63