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Blackrock

1,727 hedge funds and large institutions have $101B invested in Blackrock in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 754 increasing their positions, 579 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 579

16% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 94

0% more ownership

Funds ownership: 79.03%79.04% (+0%)

0% less funds holding

Funds holding: 1,7351,727 (-8)

4% less capital invested

Capital invested by funds: $105B → $101B (-$4.61B)

17% less funds holding in top 10

Funds holding in top 10: 7663 (-13)

51% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.33B

Holders
1,727
Holders Change
-8
Holders Change %
-0.46%
% of All Funds
30.23%
Holding in Top 10
63
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-17.11%
% of All Funds
1.1%
New
109
Increased
754
Reduced
579
Closed
94
Calls
$1.15B
Puts
$2.33B
Net Calls
-$1.18B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1676
Investors Research Corp
Georgia
$22K
WIM
1677
Westside Investment Management
California
$21.1K -$22.4K -25 -23%
AL
1678
ADE LLC
Maryland
$21K
CFFP
1679
Center for Financial Planning
Michigan
$21K
SIS
1680
Sound Income Strategies
Florida
$21K
BMD
1681
Better Money Decisions
New Mexico
$21K +$22.4K +25 New
TJHA
1682
Thomas J. Herzfeld Advisors
Florida
$20K
CHC
1683
City Holding Co
West Virginia
$19K +$20.6K +23 New
Baillie Gifford & Co
1684
Baillie Gifford & Co
United Kingdom
$18K
ANBT
1685
American National Bank & Trust
Texas
$17K
FPB
1686
First PREMIER Bank
South Dakota
$17K
VCM
1687
Versant Capital Management
Arizona
$17K +$2.69K +3 +18%
CFA
1688
Cahill Financial Advisors
Minnesota
$16K +$17K +19 New
RIM
1689
Rockbridge Investment Management
New York
$15K +$5.38K +6 +50%
ODG
1690
O'Dell Group
Ohio
$14K +$15.2K +17 New
GI
1691
Gradient Investments
Minnesota
$13K -$4.48K -5 -25%
AWM
1692
Avondale Wealth Management
Texas
$13K
HFM
1693
Harvest Fund Management
China
$12K
TCWM
1694
Total Clarity Wealth Management
Illinois
$10K +$10.8K +12 New
WLPWM
1695
Walled Lake Planning & Wealth Management
Illinois
$9K
MFA
1696
McClarren Financial Advisors
Pennsylvania
$9K +$896 +1 +10%
CFD
1697
Creative Financial Designs
Indiana
$9K +$8.06K +9 +450%
FCB
1698
First Command Bank
Texas
$9K +$9.86K +11 New
FCFS
1699
First Command Financial Services
Texas
$9K +$9.86K +11 New
CB
1700
CNB Bank
Pennsylvania
$8K

BLK Hedge Fund Activity: Q3 2021 in Review

1,727 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2021, worth a combined $101B — down 4.4% from $105B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BLK positions and 94 closed out — a net gain of 15 holders — while 754 added to existing stakes and 579 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $355M. The largest seller was Bank of America, cutting an estimated $213M.

  • 1,727 institutional investors held Blackrock (BLK) as of Q3 2021, down from 1,735 in Q2 2021.
  • Funds reported $101B of Blackrock stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 109 funds opened new Blackrock positions in Q3 2021 and 94 closed out, a net change of +15 holders.
  • The largest Blackrock buyer in Q3 2021 was Altshuler Shaham, an estimated $355M added.
  • The largest Blackrock seller in Q3 2021 was Bank of America, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2021.