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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
1
Fidelity Investments
Massachusetts
$1.36B
2
Invesco
2
Invesco
Georgia
$481M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.13B
4
Barclays
4
Barclays
United Kingdom
$460M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$461M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.7B
2
BlackRock
2
BlackRock
New York
$6.28B
3
Goldman Sachs
3
Goldman Sachs
New York
$460M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.97M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
1726
Kapitalo Investimentos
Brazil
$17.5K -$3.23K -5 -16%
KC
1727
Knuff & Co
California
$17.5K – – –
Optiver Holding
1728
Optiver Holding
Netherlands
$17.5K +$17.5K +27 New
SWM
1729
Sugarloaf Wealth Management
Georgia
$17.4K – – –
CFFP
1730
Center for Financial Planning
Michigan
$16.2K -$4.53K -7 -22%
BBPWM
1731
Blue Bell Private Wealth Management
Pennsylvania
$16.2K +$1.29K +2 +9%
SFG
1732
Steward Financial Group
Texas
$16K +$1.92K +3 +14%
EWP
1733
Elevation Wealth Partners
California
$14.9K – – –
LFA
1734
Legend Financial Advisors
Pennsylvania
$13.6K – – –
HFM
1735
Harvest Fund Management
China
$13K – – –
CSB
1736
City State Bank
Iowa
$13K – – –
NSG
1737
Nalls Sherbakoff Group
Tennessee
$12.9K -$5.17K -8 -29%
GFL
1738
Granite FO LLC
New Hampshire
$12.9K – – –
SC
1739
Steph & Co
Wisconsin
$12.9K +$12.9K +20 New
CMA
1740
Cedar Mountain Advisors
Oregon
$12.3K – – –
KFP
1741
KB Financial Partners
New Jersey
$12K – – –
DCP
1742
Distillate Capital Partners
Illinois
$11.6K +$11.6K +18 New
FGAM
1743
Financial Gravity Asset Management
Texas
$11.3K -$430K -683 -97%
TAM
1744
Tucker Asset Management
Colorado
$10.3K – – –
CP
1745
Castleview Partners
Texas
$10.3K – – –
BHWM
1746
Beaird Harris Wealth Management
Texas
$10.3K +$10.3K +16 New
CAM
1747
Costello Asset Management
Pennsylvania
$9.7K – – –
TFM
1748
TFC Financial Management
Massachusetts
$9.07K +$6.48K +10 +250%
CA
1749
Centerpoint Advisors
Massachusetts
$9K – – –
NMG
1750
New Millennium Group
Utah
$8.82K – – –
68 69
70
71 72