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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 %
IAA
676
Independent Advisor Alliance
North Carolina
$3.57M +$783K +764 +28%
AAIS
677
ABN AMRO Investment Solutions
$3.55M +$19.5K +19 +0.6%
HIM
678
Harbour Investment Management
Washington
$3.55M +$34.9K +34 +1%
JWM
679
Jackson Wealth Management
Florida
$3.54M +$3.54M +3,452 New
CA
680
CGN Advisors
Kansas
$3.53M -$152K -148 -4%
BFG
681
Bleakley Financial Group
New Jersey
$3.53M -$146K -142 -4%
VFA
682
Valeo Financial Advisors
Indiana
$3.52M -$32.8K -32 -0.9%
WSCM
683
Wellington Shields Capital Management
New York
$3.52M +$5.13K +5 +0.1%
EHC
684
Everett Harris & Co
California
$3.51M +$3.51M +3,422 New
MSA
685
Marino Stram & Associates
Massachusetts
$3.5M +$11.3K +11 +0.3%
AT
686
American Trust
Kentucky
$3.49M -$126K -123 -3%
AC
687
Addison Capital
Pennsylvania
$3.49M +$47.2K +46 +1%
SWA
688
Stratos Wealth Advisors
Ohio
$3.48M +$3.48M +3,393 New
ECM
689
Everence Capital Management
Indiana
$3.47M -$636K -620 -15%
PPWP
690
Premier Path Wealth Partners
New Jersey
$3.46M +$3.46M +3,374 New
NIG
691
NFJ Investment Group
Texas
$3.45M -$35.9K -35 -1%
MAS
692
Meeder Advisory Services
Ohio
$3.44M +$10.3K +10 +0.3%
UB
693
Umpqua Bank
Oregon
$3.44M +$97.3K +101 +3%
GI
694
GAMMA Investing
California
$3.43M +$299K +292 +10%
CWI
695
Conscious Wealth Investments
Florida
$3.42M +$5.02K +5 +0.1%
TPW
696
Turn8 Private Wealth
$3.36M +$3.36M +3,280 New
MYLI
697
Meiji Yasuda Life Insurance
Japan
$3.35M – – –
PP
698
Prudential plc
United Kingdom
$3.33M – – –
GAM
699
Groupama Asset Management
France
$3.32M -$1.74M -1,695 -34%
RSC
700
Red Spruce Capital
Pennsylvania
$3.3M +$204K +199 +7%
26 27
28
29 30