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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 %
CCM
1751
Chilton Capital Management
Texas
$7.76K -$32.3K -50 -81%
SC
1752
Stephens Consulting
Michigan
$7.76K – – –
SAG
1753
Spotlight Asset Group
Illinois
$7.76K – – –
CSWM
1754
Cassady Schiller Wealth Management
Ohio
$7.76K – – –
MFT
1755
Moisand Fitzgerald Tamayo
Florida
$7.76K +$4.53K +7 +140%
LFASL
1756
Lugano Financial Advisors SA (LFA)
Switzerland
$7.76K +$7.76K +12 New
SIC
1757
SJS Investment Consulting
Ohio
$7.11K – – –
HGERS
1758
Householder Group Estate & Retirement Specialist
Arizona
$7.11K +$7.11K +11 New
MFA
1759
McClarren Financial Advisors
Pennsylvania
$7K – – –
GWM
1760
Guardian Wealth Management
Illinois
$6.95K – – –
AP
1761
Atwood & Palmer
Missouri
$6.47K – – –
CCA
1762
Column Capital Advisors
Indiana
$6.47K – – –
T
1763
TOBAM
France
$6K +$6K +9 New
CIR
1764
Clear Investment Research
Georgia
$5.86K – – –
GTAM
1765
Global Trust Asset Management
Florida
$5.82K – – –
TCM
1766
Tradewinds Capital Management
Washington
$5.17K – – –
JGIA
1767
Jackson Grant Investment Advisers
Connecticut
$5.17K – – –
GAG
1768
Goodman Advisory Group
Massachusetts
$5.17K – – –
CAS
1769
Coppell Advisory Solutions
Texas
$4.96K -$2.13K -3 -30%
IPW
1770
Impact Partnership Wealth
Georgia
$4.53K -$18.7K -29 -81%
OLVIG
1771
Oliver Lagore Vanvalin Investment Group
Michigan
$4.53K – – –
HWM
1772
Horizons Wealth Management
North Carolina
$4.53K – – –
PA
1773
PSI Advisors
Florida
$4.23K – – –
TJHA
1774
Thomas J. Herzfeld Advisors
Florida
$3.88K -$647 -1 -14%
UFF
1775
USA Financial Formulas
Michigan
$3.88K – – –
69 70
71
72 73