BLK icon

Blackrock
BLK

Overview Fund Activity

2,045 hedge funds and large institutions have $121B invested in Blackrock in 2024 Q4 according to their latest regulatory filings, with 498 funds opening new positions, 664 increasing their positions, 646 reducing their positions, and 210 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+251
Holders Change %
+13.99%
% of All Funds
27.22%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
498
Increased
664
Reduced
646
Closed
210
Calls
$1.28B
Puts
$2.15B
Net Calls
-$863M
Net Calls Change
-$598M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$899M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$573M
3
Amundi
Amundi
France
+$529M
4
BlackRock
BlackRock
New York
+$428M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$344M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.48B
2
PFA
Pathway Financial Advisers
Indiana
-$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$326M
4
Bank of America
Bank of America
North Carolina
-$272M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
651
New England Research & Management
Illinois
$3.84M +$373K +364 +11%
CA
652
Clearstead Advisors
Ohio
$3.84M -$335K -327 -8%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$3.84M +$414K +404 +12%
BP
654
Ballentine Partners
Massachusetts
$3.8M +$293K +286 +8%
RSWM
655
Robertson Stephens Wealth Management
California
$3.78M -$70.7K -69 -2%
ASN
656
Advisory Services Network
Georgia
$3.78M +$144K +140 +4%
AWM
657
Avior Wealth Management
Nebraska
$3.76M -$755K -734 -17%
HSA
658
HBK Sorce Advisory
Pennsylvania
$3.74M +$96.4K +94 +3%
SCP
659
Stamos Capital Partners
California
$3.73M +$3.73M +3,640 New
CWM
660
Compass Wealth Management
Connecticut
$3.72M -$17.4K -17 -0.5%
DBIA
661
Dumont & Blake Investment Advisors
New Jersey
$3.71M -$19.5K -19 -0.5%
WIA
662
World Investment Advisors
California
$3.71M +$1.24M +1,211 +50%
IPW
663
Inlet Private Wealth
Florida
$3.7M -$310K -302 -8%
SSWM
664
Sheets Smith Wealth Management
North Carolina
$3.7M +$3.7M +3,607 New
ZIG
665
Zurich Insurance Group
Switzerland
$3.69M +$3.69M +3,600 New
SFS
666
Strategic Financial Services
New York
$3.69M -$73.8K -72 -2%
MBTD
667
Mechanics Bank - Trust Department
California
$3.65M -$83K -81 -2%
MOS
668
MGO One Seven
Ohio
$3.64M +$3.64M +3,546 New
EH
669
Equitable Holdings
New York
$3.63M -$82K -80 -2%
AG
670
AIA Group
Hong Kong
$3.62M -$1.33M -1,300 -27%
FCBT
671
First Citizens Bank & Trust
North Carolina
$3.62M +$84.1K +82 +2%
TCA
672
Transcend Capital Advisors
New Jersey
$3.62M -$1.11M -1,079 -23%
BWM
673
BKM Wealth Management
Wisconsin
$3.62M +$6.15K +6 +0.2%
BIM
674
Brentview Investment Management
Illinois
$3.62M +$3.62M +3,529 New
SPFA
675
Summit Place Financial Advisors
New Jersey
$3.59M +$7.18K +7 +0.2%
25 26
27
28 29