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Blackrock

1,826 hedge funds and large institutions have $78.2B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 695 increasing their positions, 737 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+7
Holders Change %
+0.38%
% of All Funds
29.23%
Holding in Top 10
36
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26.53%
% of All Funds
0.58%
New
150
Increased
695
Reduced
737
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
1676
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.3K
JWM
1677
Janiczek Wealth Management
Colorado
$87.1K
CT
1678
Clearstead Trust
Maine
$86.5K -$57.7K -86 -40%
DAM
1679
Delta Asset Management
Tennessee
$81.6K
CSC
1680
Caldwell Sutter Capital
California
$81.6K +$81.6K +122 New
MA
1681
Montag & Associates
Georgia
$80.3K
SCM
1682
Silvant Capital Management
Georgia
$79.6K
NF
1683
Norwood Financial
Pennsylvania
$79K
RCG
1684
Rock Creek Group
District of Columbia
$78.3K +$30.1K +45 +63%
CMBA
1685
C.M. Bidwell & Associates
Hawaii
$77.6K +$77.6K +116 New
DWA
1686
Dougherty Wealth Advisers
Minnesota
$76.3K
WP
1687
WealthPLAN Partners
Nebraska
$76.3K +$76.3K +114 New
FMP
1688
Financial Management Professionals
Texas
$74K -$60.5K -90 -45%
FFA
1689
Fairfield Financial Advisors
Massachusetts
$73.4K
RFG
1690
RFP Financial Group
Georgia
$72.9K -$211K -315 -74%
TSW
1691
Thompson Siegel & Walmsley
Virginia
$72K
GAG
1692
Goodman Advisory Group
Massachusetts
$71.6K -$1.46M -2,183 -95%
BIA
1693
Bell Investment Advisors
California
$70.9K -$10K -15 -12%
CFO
1694
CVA Family Office
Colorado
$66.9K -$79K -118 -54%
NC
1695
NewSquare Capital
Pennsylvania
$65.6K +$11.4K +17 +21%
FSWA
1696
Financial Synergies Wealth Advisors
Texas
$63.9K +$39K +58 +157%
PMFA
1697
Plante Moran Financial Advisors
Michigan
$62.9K -$49.5K -74 -44%
TC
1698
Truvestments Capital
Florida
$62.8K -$10.7K -16 -15%
SIC
1699
Salem Investment Counselors
North Carolina
$62.2K -$75.6K -113 -55%
PCA
1700
Providence Capital Advisors
North Carolina
$60.2K