BLK icon

Blackrock

1,921 hedge funds and large institutions have $100B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 610 increasing their positions, 814 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+128
Holders Change %
+7.14%
% of All Funds
28.16%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
273
Increased
610
Reduced
814
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1601
CarsonAllaria Wealth Management
Illinois
$253K -$6.51K -8 -3%
FCIM
1602
Fairview Capital Investment Management
California
$252K
VIP
1603
Vista Investment Partners
Oklahoma
$252K +$252K +311 New
SC
1604
SouthState Corp
Florida
$252K -$9.74K -12 -4%
NFSG
1605
Newbridge Financial Services Group
Florida
$250K +$250K +308 New
CWP
1606
CFM Wealth Partners
Texas
$249K -$16.2K -20 -6%
VAF
1607
Values Added Financial
District of Columbia
$249K +$249K +307 New
MHR
1608
Matthew Hamilton Rosenberg
$248K +$5.68K +7 +2%
CP
1609
Castleview Partners
Texas
$247K +$234K +288 +1,800%
KFC
1610
Klingenstein Fields & Co
New York
$247K +$247K +304 New
AA
1611
AJ Advisors
Tennessee
$246K +$246K +304 New
RZH
1612
Relyea Zuckerberg Hanson
Connecticut
$246K +$246K +303 New
CCFM
1613
Clear Creek Financial Management
Washington
$244K +$244K +300 New
TAM
1614
Taurus Asset Management
New York
$244K +$244K +300 New
FSA
1615
Fort Sheridan Advisors
Illinois
$244K +$244K +300 New
FP
1616
Financial Perspectives
Minnesota
$243K
WTB
1617
Washington Trust Bank
Washington
$243K +$243K +299 New
SWP
1618
ShoreHaven Wealth Partners
New Jersey
$243K +$243K +299 New
VWA
1619
Visionary Wealth Advisors
Illinois
$242K +$242K +298 New
WA
1620
Wealthstream Advisors
New York
$242K +$242K +298 New
CAM
1621
Carret Asset Management
New York
$241K +$241K +297 New
KCM
1622
KRS Capital Management
Michigan
$241K +$241K +296 New
BB
1623
Bell Bank
North Dakota
$240K +$240K +296 New
DTC
1624
Davidson Trust Company
Washington
$240K +$240K +296 New
NC
1625
Napatree Capital
Rhode Island
$239K +$239K +295 New