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Blackrock
BLK

Overview Fund Activity

1,819 hedge funds and large institutions have $85.4B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 643 increasing their positions, 735 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,819
Holders Change
+108
Holders Change %
+6.31%
% of All Funds
29.35%
Holding in Top 10
49
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+96%
% of All Funds
0.79%
New
242
Increased
643
Reduced
735
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$804M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$639M
3
BlackRock
BlackRock
New York
+$538M
4
Charles Schwab
Charles Schwab
California
+$305M
5
Citadel Advisors
Citadel Advisors
Florida
+$197M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$634M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$222M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$200M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
WH
1501
Willner & Heller
California
$258K +$258K +364 New
IFWM
1502
Institute for Wealth Management
Colorado
$257K -$135K -191 -34%
MFG
1503
Menard Financial Group
Texas
$257K +$257K +363 New
SAM
1504
Secure Asset Management
Michigan
$257K -$14.9K -21 -5%
HHGA
1505
Halbert Hargrove Global Advisors
California
$256K +$256K +361 New
ST
1506
Sageworth Trust
Pennsylvania
$255K +$1.42K +2 +0.6%
CAG
1507
Crestwood Advisors Group
Massachusetts
$253K +$253K +357 New
KFP
1508
Keystone Financial Planning
Ohio
$251K +$251K +354 New
SGA
1509
Seaport Global Advisors
Massachusetts
$250K +$11.3K +16 +5%
HP
1510
Hyperion Partners
Pennsylvania
$250K +$250K +353 New
WKSWA
1511
White Knight Strategic Wealth Advisors
New Jersey
$250K +$250K +353 New
HAIM
1512
Hunter Associates Investment Management
Pennsylvania
$249K -$209K -295 -46%
MCM
1513
Mill Capital Management
North Carolina
$249K +$249K +351 New
WC
1514
Weil Company
California
$246K +$246K +348 New
Pacer Advisors
1515
Pacer Advisors
Pennsylvania
$245K +$27.6K +39 +13%
KFC
1516
Klingenstein Fields & Co
New York
$245K +$245K +346 New
BW
1517
Bison Wealth
Georgia
$245K +$245K +327 New
FDS
1518
Freedom Day Solutions
Texas
$244K -$16.3K -23 -6%
TSWM
1519
Triangle Securities Wealth Management
North Carolina
$244K -$20.6K -29 -8%
EP
1520
Eudaimonia Partners
Tennessee
$242K +$242K +342 New
LAM
1521
L2 Asset Management
Massachusetts
$242K +$242K +341 New
NW
1522
Naviter Wealth
Arkansas
$241K +$241K +321 New
RIG
1523
Renaissance Investment Group
Massachusetts
$241K – – –
MAM
1524
Magellan Asset Management
Australia
$241K +$193K +273 +407%
ETIA
1525
Epic Trust Investment Advisors
Washington
$240K -$109K -153 -31%
59 60
61
62 63