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BlackRock Flexible Income ETF

507 hedge funds and large institutions have $6.7B invested in BlackRock Flexible Income ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 302 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+83
Holders Change %
+19.58%
% of All Funds
6.75%
Holding in Top 10
28
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+115.38%
% of All Funds
0.37%
New
121
Increased
302
Reduced
73
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
276
Concurrent Investment Advisors
Florida
$1.14M +$61.2K +1,177 +6%
VCP
277
Verus Capital Partners
Arizona
$1.12M -$486K -9,344 -30%
WP
278
WealthPLAN Partners
Nebraska
$1.11M +$26K +500 +2%
BWA
279
BCU Wealth Advisors
Illinois
$1.11M +$163K +3,139 +17%
PW
280
Peninsula Wealth
California
$1.09M +$542K +10,410 +99%
LWM
281
Lionsbridge Wealth Management
Florida
$1.09M -$17.2K -330 -2%
WWM
282
Western Wealth Management
Colorado
$1.08M +$310K +5,964 +40%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$1.06M +$200K +3,846 +23%
CWA
284
Clearview Wealth Advisors
Oregon
$1.06M +$361K +6,945 +52%
RIM
285
Redwood Investment Management
Arizona
$1.05M +$101K +1,935 +11%
SS
286
Sunbelt Securities
Texas
$1.03M +$631K +12,128 +158%
OC
287
Oppenheimer & Co
New York
$1.03M +$164K +3,160 +19%
GSIAS
288
Garden State Investment Advisory Services
New Jersey
$1.01M +$39.5K +760 +4%
BMA
289
Brooks Moore & Associates
Tennessee
$1.01M +$1.01M +19,400 New
FAIM
290
Financial Advocates Investment Management
Washington
$1M +$33.1K +637 +3%
GWP
291
Gateway Wealth Partners
Wisconsin
$995K +$178K +3,416 +22%
TPWA
292
Twin Peaks Wealth Advisors
California
$960K +$145K +2,779 +18%
ORC
293
O'Rourke & Company
Massachusetts
$960K +$443K +8,511 +86%
RSWM
294
Robertson Stephens Wealth Management
California
$954K -$459K -8,830 -33%
HI
295
Harbour Investments
Wisconsin
$949K +$99K +1,904 +12%
UWPG
296
Ullmann Wealth Partners Group
Florida
$944K +$132K +2,538 +16%
SWM
297
Spire Wealth Management
Virginia
$943K +$943K +18,119 New
SWMP
298
Signature Wealth Management Partners
New Jersey
$936K +$936K +17,991 New
MYIA
299
Mount Yale Investment Advisors
Colorado
$934K -$114K -2,197 -11%
RW
300
Regimen Wealth
Georgia
$923K +$336K +6,480 +57%