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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 %
LA
751
Lindenwold Advisors
Pennsylvania
$2.77M -$100K -98 -3%
FB
752
Fulton Bank
Pennsylvania
$2.77M -$75.9K -74 -3%
MPPW
753
Mitchell & Pahl Private Wealth
Oklahoma
$2.77M +$94.3K +92 +4%
OIA
754
OneDigital Investment Advisors
Kansas
$2.77M -$45.1K -44 -2%
HAM
755
Harmony Asset Management
Arizona
$2.76M – – –
LC
756
Lincoln Capital
Nebraska
$2.75M -$73.8K -72 -3%
FF
757
Farrow Financial
Vermont
$2.75M +$89.4K +87 +3%
FHA
758
First Horizon Advisors
Tennessee
$2.75M +$19.5K +19 +0.7%
CAM
759
Cypress Asset Management
Texas
$2.74M +$2.74M +2,649 New
PWAM
760
Pinnacle West Asset Management
Wyoming
$2.73M +$129K +126 +5%
SAM
761
Smartleaf Asset Management
Massachusetts
$2.69M +$938K +913 +53%
TSMHT
762
Thurston Springer Miller Herd & Titak
Indiana
$2.69M +$687K +670 +34%
GAMC
763
Garner Asset Management Corp
Texas
$2.68M +$549K +700 +26%
AUB
764
Atlantic Union Bankshares
Virginia
$2.68M -$54.3K -53 -2%
PWM
765
Perigon Wealth Management
California
$2.67M -$32.9K -33 -1%
SSWM
766
Smith Salley Wealth Management
North Carolina
$2.67M +$2.67M +2,606 New
AG
767
Ascent Group
Virginia
$2.67M +$508K +496 +24%
STAS
768
Strong Tower Advisory Services
Minnesota
$2.67M +$82K +80 +3%
Verition Fund Management
769
Verition Fund Management
Connecticut
$2.67M +$1.44M +1,404 +117%
GIA
770
Gladstone Institutional Advisory
Florida
$2.66M -$13.3K -13 -0.5%
AWM
771
Axxcess Wealth Management
California
$2.66M +$372K +363 +16%
USWG
772
U.S. Wealth Group
New York
$2.62M +$2.62M +2,557 New
NP
773
Nilsine Partners
Colorado
$2.62M +$2.62M +2,557 New
DIP
774
DT Investment Partners
Pennsylvania
$2.61M -$88.2K -86 -3%
MWM
775
Marion Wealth Management
Pennsylvania
$2.61M +$97.4K +95 +4%
29 30
31
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