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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 %
FBC
1826
Fairfield, Bush & Co
Connecticut
– -$754K -1,091 Closed
TCM
1827
Teza Capital Management
Illinois
– -$749K -1,084 Closed
IWP
1828
Icon Wealth Partners
Texas
– -$715K -1,034 Closed
AWA
1829
Alta Wealth Advisors
Massachusetts
– -$710K -1,027 Closed
William Blair Investment Management
1830
William Blair Investment Management
Illinois
– -$651K -942 Closed
RGF
1831
Retirement Guys Formula
Ohio
– -$642K -929 Closed
MCM
1832
Mill Capital Management
North Carolina
– -$528K -764 Closed
TFA
1833
Trinity Financial Advisors
Ohio
– -$478K -692 Closed
SM
1834
Sciencast Management
New Jersey
– -$476K -690 Closed
BIP
1835
Blueprint Investment Partners
North Carolina
– -$450K -651 Closed
GCP
1836
GSA Capital Partners
United Kingdom
– -$446K -646 Closed
IAIM
1837
Industrial Alliance Investment Management
Quebec, Canada
– -$435K -630 Closed
DWM
1838
Drive Wealth Management
Utah
– -$403K -583 Closed
RFP
1839
Root Financial Partners
California
– -$382K -553 Closed
JGGDR
1840
JGP Global Gestao de Recursos
Brazil
– -$380K -550 Closed
OR
1841
Olympiad Research
Connecticut
– -$359K -519 Closed
WPI
1842
Walter Public Investments
Canada
– -$346K -500 Closed
AI
1843
AdvisorShares Investments
Maryland
– -$341K -494 Closed
MAG
1844
MRA Advisory Group
New Jersey
– -$315K -456 Closed
CI
1845
Carroll Investors
South Carolina
– -$311K -451 Closed
AIP
1846
Almanack Investment Partners
Pennsylvania
– -$299K -433 Closed
3IP
1847
3Chopt Investment Partners
Virginia
– -$296K -429 Closed
VAM
1848
Verity Asset Management
North Carolina
– -$294K -425 Closed
EBT
1849
Enterprise Bank & Trust
Massachusetts
– -$283K -410 Closed
VWA
1850
Visionary Wealth Advisors
Illinois
– -$283K -409 Closed
72 73
74
75 76