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Blackrock
BLK

Overview Fund Activity

1,793 hedge funds and large institutions have $75.8B invested in Blackrock in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 713 increasing their positions, 738 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
-54
Holders Change %
-2.92%
% of All Funds
28.59%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.43%
New
92
Increased
713
Reduced
738
Closed
119
Calls
$747M
Puts
$830M
Net Calls
-$83.4M
Net Calls Change
-$49M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36B
2
Invesco
Invesco
Georgia
$481M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.13B
4
Barclays
Barclays
United Kingdom
$460M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$461M

Top Sellers

1
State Street
State Street
Massachusetts
$3.7B
2
BlackRock
BlackRock
New York
$6.28B
3
Goldman Sachs
Goldman Sachs
New York
$460M
4
Citadel Advisors
Citadel Advisors
Florida
$8.97M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
1626
First Personal Financial Services
North Carolina
$107K -$16.2K -25 -13%
VAG
1627
VisionPoint Advisory Group
Texas
$106K -$289K -446 -73%
NC
1628
NewSquare Capital
Pennsylvania
$104K -$8.4K -13 -7%
EBA
1629
Eagle Bay Advisors
New York
$103K +$2.59K +4 +3%
WPA
1630
West Paces Advisors
Georgia
$98.9K -$275K -425 -74%
CWC
1631
Carolinas Wealth Consulting
North Carolina
$98K -$50.8K -83 -34%
PGAM
1632
Princeton Global Asset Management
New Jersey
$97K -$6.47K -10 -6%
BCMLT
1633
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.3K – – –
SWA
1634
SOA Wealth Advisors
New York
$91K +$646 +1 +0.7%
JWM
1635
Janiczek Wealth Management
Colorado
$87.3K +$5.82K +9 +7%
HB
1636
Horizon Bancorp
Indiana
$87K +$73.5K +114 +543%
GI
1637
Gradient Investments
Minnesota
$86.7K +$59.5K +92 +219%
CB
1638
Centennial Bank
Arkansas
$81.5K +$62.1K +96 +320%
DAM
1639
Delta Asset Management
Tennessee
$78.9K – – –
AWM
1640
Atticus Wealth Management
Florida
$78.2K – – –
PMFA
1641
Plante Moran Financial Advisors
Michigan
$78.2K +$1.29K +2 +2%
SCM
1642
Silvant Capital Management
Georgia
$76.9K – – –
NF
1643
Norwood Financial
Pennsylvania
$76.3K – – –
VC
1644
Vestor Capital
Illinois
$76K -$30.9K -48 -29%
TSW
1645
Thompson Siegel & Walmsley
Virginia
$76K +$6.44K +10 +9%
DCM
1646
Disciplina Capital Management
Tennessee
$75K +$646 +1 +0.9%
DWA
1647
Dougherty Wealth Advisers
Minnesota
$73.7K – – –
OA
1648
Operose Advisors
Wisconsin
$71.1K +$71.1K +110 New
BWM
1649
Baystate Wealth Management
Massachusetts
$70.5K -$8.48K -13 -11%
ICM
1650
Intrepid Capital Management
Florida
$67.2K +$646 +1 +1%
64 65
66
67 68