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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 %
MIA
1676
Milestone Investment Advisors
Wisconsin
$46.5K +$46.5K +72 New
GA
1677
GoalVest Advisory
New York
$45.9K – – –
FCT
1678
First Community Trust
Iowa
$45.3K -$12.9K -20 -22%
CWM
1679
Cranbrook Wealth Management
Michigan
$42K – – –
CHA
1680
Carmichael Hill & Associates
Maryland
$39.4K -$3.23K -5 -8%
CFD
1681
Creative Financial Designs
Indiana
$38.6K -$1.29K -2 -3%
CT
1682
Clearstead Trust
Maine
$37.5K – – –
SIA
1683
Sit Investment Associates
Minnesota
$37K – – –
SCA
1684
Stuart Chaussee & Associates
California
$36.9K – – –
BC
1685
Barrett & Company
Rhode Island
$36.8K – – –
CNBTD
1686
Citizens National Bank Trust Department
Mississippi
$36.2K +$3.88K +6 +12%
KFS
1687
Kelly Financial Services
Massachusetts
$35.1K -$6.5K -10 -16%
PPWM
1688
PFG Private Wealth Management
Florida
$34.9K -$59.5K -92 -63%
ETC
1689
Exchange Traded Concepts
Oklahoma
$34.9K +$30.4K +47 +671%
AWM
1690
Abound Wealth Management
Tennessee
$34.3K – – –
SN
1691
Sittner & Nelson
Oregon
$33.6K – – –
CMP
1692
Coston McIsaac & Partners
Maine
$33K -$1.9K -3 -5%
C
1693
Covestor
United Kingdom
$33K – – –
ME
1694
McIlrath & Eck
Washington
$32.3K – – –
GCM
1695
Gables Capital Management
Florida
$32.3K – – –
WTG
1696
West Tower Group
Virginia
$32.3K +$7.11K +11 +28%
WOSD
1697
WFA of San Diego
California
$31K – – –
FAM
1698
Flaharty Asset Management
Florida
$29.7K +$29.7K +46 New
WAS
1699
Winch Advisory Services
Wisconsin
$29K – – –
GFPC
1700
Global Financial Private Client
Florida
$28.3K – – –
66 67
68
69 70