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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 %
RFP
1626
Root Financial Partners
California
$239K +$239K +295 New
NRC
1627
New Republic Capital
North Carolina
$239K +$239K +294 New
SLWA
1628
San Luis Wealth Advisors
California
$237K -$26.8K -33 -10%
FDS
1629
Freedom Day Solutions
Texas
$236K +$236K +291 New
TWA
1630
TCI Wealth Advisors
Arizona
$236K +$236K +291 New
SFC
1631
SYM Financial Corp
Indiana
$234K +$234K +288 New
VBCG
1632
Valley Brook Capital Group
Pennsylvania
$234K +$234K +288 New
WKSWA
1633
White Knight Strategic Wealth Advisors
New Jersey
$234K +$234K +288 New
BST
1634
Bath Savings Trust
Maine
$233K +$233K +287 New
WCM
1635
Wedge Capital Management
North Carolina
$232K +$232K +286 New
LIM
1636
Leavell Investment Management
Alabama
$231K +$231K +284 New
GFG
1637
Greystone Financial Group
Michigan
$231K +$231K +284 New
WF
1638
Wayfinding Financial
Washington
$230K -$29.2K -36 -11%
FPAS
1639
Focus Partners Advisor Solutions
Missouri
$230K +$230K +283 New
CPL
1640
CAP Partners LLC
Tennessee
$229K +$229K +282 New
CAWM
1641
Capital Advisors Wealth Management
Washington
$228K +$228K +280 New
PBO
1642
Peoples Bank (Ohio)
Ohio
$227K +$227K +280 New
VT
1643
Vise Technologies
New York
$227K -$33.3K -41 -13%
GI
1644
GLOBALT Investments
Georgia
$226K +$226K +279 New
AGC
1645
Aspen Grove Capital
Colorado
$226K +$226K +281 New
NSAM
1646
North Star Asset Management
Wisconsin
$225K +$225K +277 New
CA
1647
Cornerstone Advisory
Maryland
$225K +$225K +277 New
CWM
1648
Centric Wealth Management
Illinois
$224K +$224K +286 New
LFP
1649
Lakeshore Financial Planning
Michigan
$224K -$101K -125 -31%
NRG
1650
Nemes Rush Group
Michigan
$223K -$56.8K -70 -20%