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Blackrock
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Overview Fund Activity

1,798 hedge funds and large institutions have $90.1B invested in Blackrock in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 837 increasing their positions, 618 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
-76
Holders Change %
-4.06%
% of All Funds
28.45%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.62%
New
126
Increased
837
Reduced
618
Closed
181
Calls
$928M
Puts
$1.61B
Net Calls
-$683M
Net Calls Change
+$324M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$321M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M
3
Charles Schwab
Charles Schwab
California
+$237M
4
Capital International Investors
Capital International Investors
California
+$225M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.56B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$759M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$482M
4
CP
Castleview Partners
Texas
-$235M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1576
Legacy Advisors
Pennsylvania
$210K +$210K +275 New
OWA
1577
Opal Wealth Advisors
New York
$209K – – –
TFS
1578
TrustCore Financial Services
Tennessee
$209K +$19.1K +25 +10%
CWC
1579
Carolinas Wealth Consulting
North Carolina
$208K -$20.6K -27 -9%
CWM
1580
Curi Wealth Management
North Carolina
$208K -$765 -1 -0.4%
BI
1581
Blooom Inc
Kansas
$208K – – –
EWM
1582
Endurance Wealth Management
Rhode Island
$208K +$25.2K +33 +14%
WTB
1583
Washington Trust Bank
Washington
$208K +$208K +272 New
XF
1584
XML Financial
Maryland
$207K +$207K +271 New
SHWM
1585
Silicon Hills Wealth Management
Texas
$206K – – –
GWSG
1586
GPS Wealth Strategies Group
Colorado
$206K +$13.8K +18 +7%
HNWAG
1587
High Net Worth Advisory Group
Florida
$205K +$36K +47 +21%
FPFS
1588
First Personal Financial Services
North Carolina
$203K -$38.3K -50 -16%
TAM
1589
Tocqueville Asset Management
New York
$203K -$7.66K -10 -4%
FA
1590
Fiducient Advisors
Illinois
$203K – – –
CIP
1591
Convergence Investment Partners
Florida
$202K -$6.89K -9 -3%
CHP
1592
Cable Hill Partners
Oregon
$202K +$2.3K +3 +1%
MM
1593
MQS Management
New York
$201K -$147K -192 -42%
GCA
1594
Guardian Capital Advisors
Ontario, Canada
$201K -$19.4K -27 -9%
AIM
1595
Avity Investment Management
Connecticut
$201K – – –
TCM
1596
Telos Capital Management
California
$201K +$764 +1 +0.4%
TCM
1597
Tufton Capital Management
Maryland
$201K +$1.52K +2 +0.8%
WPP
1598
Whalerock Point Partners
Rhode Island
$200K – – –
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$200K +$24.5K +32 +14%
SMA
1600
Sage Mountain Advisors
Georgia
$200K -$26.7K -35 -12%
62 63
64
65 66