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Blackrock
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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 %
SWMG
801
Signature Wealth Management Group
Georgia
$2.37M +$88.2K +86 +4%
FAB
802
First American Bank
Illinois
$2.36M +$14.4K +14 +0.6%
SSI
803
Scott & Selber Inc
Texas
$2.35M -$62.5K -61 -3%
HCCM
804
Hudson Canyon Capital Management
New York
$2.35M – – –
FFA
805
Farther Finance Advisors
California
$2.35M -$42K -41 -2%
RSA
806
River Street Advisors
Illinois
$2.33M +$53.3K +52 +2%
PWAM
807
Papamarkou Wellner Asset Management
New York
$2.32M +$2.32M +2,265 New
PHS
808
Pekin Hardy Strauss
Illinois
$2.32M +$2.32M +2,262 New
TNAM
809
Terra Nova Asset Management
New York
$2.31M +$2.31M +2,254 New
QIM
810
Quantitative Investment Management
Virginia
$2.3M +$1.07M +1,048 +87%
IWC
811
Integrated Wealth Concepts
Massachusetts
$2.29M +$1.41M +1,375 +159%
AFC
812
AFT Forsyth & Company
Florida
$2.29M +$49.2K +48 +2%
GIA
813
Gateway Investment Advisers
Ohio
$2.28M -$1.01M -989 -31%
TCPW
814
Twin City Private Wealth
North Carolina
$2.27M -$9.23K -9 -0.4%
EAM
815
Eschler Asset Management
United Kingdom
$2.26M +$2.26M +2,204 New
GIM
816
Gold Investment Management
Alberta, Canada
$2.25M +$22.6K +22 +1%
HCP
817
Holt Capital Partners
Texas
$2.24M -$3.08K -3 -0.1%
TRIA
818
Trail Ridge Investment Advisors
Colorado
$2.24M – – –
HAG
819
HighPoint Advisor Group
Illinois
$2.23M +$162K +162 +8%
CWM
820
Cordatus Wealth Management
Pennsylvania
$2.22M +$15.4K +15 +0.7%
PA
821
Promethium Advisors
Maryland
$2.21M +$22.6K +22 +1%
MSA
822
MUFG Securities Americas
New York
$2.2M +$2.2M +2,149 New
MIC
823
Means Investment Company
Maine
$2.2M +$28.7K +28 +1%
BOJHT
824
Bank of Jackson Hole Trust
Wyoming
$2.2M +$2.2M +2,145 New
SFG
825
Shum Financial Group
California
$2.19M -$10.3K -10 -0.5%
31 32
33
34 35