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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 %
FFM
926
Forum Financial Management
Illinois
$1.59M +$273K +266 +21%
LIG
927
Lokken Investment Group
Delaware
$1.59M -$89.2K -87 -5%
WW
928
Waterfront Wealth
Kansas
$1.59M +$1.59M +1,549 New
OIS
929
Okabena Investment Services
Minnesota
$1.59M – – –
GCA
930
Genesee Capital Advisors
New York
$1.58M -$12.3K -12 -0.8%
MP
931
McDonald Partners
Ohio
$1.58M -$4.1K -4 -0.3%
CIM
932
CIM Investment Management
Pennsylvania
$1.56M +$7.18K +7 +0.5%
PFSC
933
Peoples Financial Services Corp
Pennsylvania
$1.56M – – –
TSS
934
Two Sigma Securities
New York
$1.55M +$1.55M +1,516 New
MG
935
Mather Group
Illinois
$1.55M +$37.9K +37 +3%
WC
936
Wynn Capital
Georgia
$1.55M +$8.2K +8 +0.5%
CI
937
Cigna Investments
Connecticut
$1.55M -$12.3K -12 -0.8%
AW
938
Alteri Wealth
California
$1.54M +$1.54M +1,502 New
CWM
939
Chemistry Wealth Management
New York
$1.53M – – –
First Manhattan
940
First Manhattan
New York
$1.53M +$68.7K +67 +5%
LG
941
LaFleur & Godfrey
Michigan
$1.53M -$5.13K -5 -0.3%
MGIA
942
Moneta Group Investment Advisors
Missouri
$1.52M -$38.9K -38 -2%
SWM
943
Spire Wealth Management
Virginia
$1.52M -$5.13K -5 -0.3%
GSEP
944
Golden State Equity Partners
California
$1.52M +$1.52M +1,478 New
PWP
945
Precedent Wealth Partners
Texas
$1.51M +$1.51M +1,474 New
SVWAG
946
Sound View Wealth Advisors Group
Georgia
$1.51M -$154K -150 -9%
VA
947
Valmark Advisers
Ohio
$1.5M -$64.6K -63 -4%
LCM
948
Leisure Capital Management
California
$1.5M -$31.8K -31 -2%
CIA
949
Capital Investment Advisors
Georgia
$1.49M +$46.1K +45 +3%
SCA
950
Southern Capital Advisors
Tennessee
$1.49M +$6.15K +6 +0.4%
36 37
38
39 40