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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 %
FMP
1701
Financial Management Professionals
Texas
$28K -$7.81K -12 -22%
TSWM
1702
Tyler-Stone Wealth Management
Ohio
$28K -$2.55K -4 -8%
HFS
1703
HBC Financial Services
Washington
$28K – – –
CWM
1704
Cedar Wealth Management
California
$27.2K – – –
AIC
1705
Archer Investment Corporation
Indiana
$27.2K – – –
PP
1706
PFS Partners
New Jersey
$26.5K – – –
AA
1707
AlphaMark Advisors
Kentucky
$26K – – –
TIM
1708
Tortoise Investment Management
New York
$25.9K +$1.29K +2 +5%
LJHT
1709
Laurie J. Hall Trustee
$25K – – –
WPWM
1710
Western Pacific Wealth Management
Illinois
$23.9K – – –
OP
1711
ORG Partners
Indiana
$23.4K -$18.2K -28 -44%
WFA
1712
West Financial Advisors
Iowa
$23.3K +$6.47K +10 +38%
RBC
1713
Roble Belko & Company
Pennsylvania
$23K – – –
PO
1714
Private Ocean
California
$22K -$71.1K -110 -76%
SIS
1715
Sound Income Strategies
Florida
$22K +$9.7K +15 +79%
CYG
1716
Clean Yield Group
Vermont
$21.9K – – –
FFL
1717
Financial Freedom LLC
Ohio
$20.3K – – –
DMKJ
1718
David M. Knott Jr
$20K – – –
MRCM
1719
M&R Capital Management
New Jersey
$19.9K +$5.77K +9 +41%
DFA
1720
DHJJ Financial Advisors
Illinois
$19.4K +$19.4K +30 New
HWA
1721
HHM Wealth Advisors
Tennessee
$19.4K -$16.2K -25 -45%
AWM
1722
AllSquare Wealth Management
New York
$19.4K – – –
CG
1723
Cutler Group
California
$19K -$170K -268 -90%
AW
1724
Avion Wealth
Texas
$19K +$1.9K +3 +11%
BC
1725
Belmont Capital
California
$18.5K +$638 +1 +4%
67 68
69
70 71