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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 %
FHA
1001
Flagship Harbor Advisors
Massachusetts
$1.29M +$348K +340 +37%
CT
1002
Chicago Trust
Illinois
$1.29M +$6.15K +6 +0.5%
NCM
1003
Noesis Capital Mangement
Florida
$1.29M +$19.5K +19 +2%
EA
1004
Emerald Advisors
Washington
$1.29M +$23.6K +23 +2%
OHIS
1005
Oak Harvest Investment Services
Texas
$1.28M -$10.4M -10,187 -89%
PPWM
1006
Paragon Private Wealth Management
Kentucky
$1.28M +$213K +208 +20%
DWM
1007
Destination Wealth Management
California
$1.28M +$108K +105 +9%
GAAM
1008
Guinness Atkinson Asset Management
California
$1.28M +$240K +234 +23%
WBC
1009
West Branch Capital
Massachusetts
$1.27M +$3.08K +3 +0.2%
MIA
1010
MeadowBrook Investment Advisors
Michigan
$1.27M -$41K -40 -3%
PTC
1011
Private Trust Company
Ohio
$1.27M +$53.3K +52 +4%
SEP
1012
Southland Equity Partners
Missouri
$1.27M +$449K +438 +55%
FPF
1013
First Pacific Financial
Washington
$1.26M -$6.15K -6 -0.5%
GC
1014
Gilbert & Cook
Iowa
$1.25M -$4.1K -4 -0.3%
SPC
1015
Sigma Planning Corp
Michigan
$1.25M -$6.15K -6 -0.5%
AA
1016
Argent Advisors
Louisiana
$1.25M -$48.2K -47 -4%
CH
1017
Canton Hathaway
Rhode Island
$1.25M – – –
CFGS
1018
Concourse Financial Group Securities
Alabama
$1.25M +$1.25M +1,238 New
GS
1019
GTS Securities
New York
$1.24M -$2.4M -2,342 -66%
LSPW
1020
Lake Street Private Wealth
Illinois
$1.24M -$16.4K -16 -1%
BAMCO Inc
1021
BAMCO Inc
New York
$1.23M – – –
DA
1022
Dover Advisors
Virginia
$1.23M +$1.23M +1,199 New
SRC
1023
Sage Rhino Capital
California
$1.22M -$25.6K -25 -2%
CP
1024
Canopy Partners
Ohio
$1.22M +$113K +110 +10%
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$9.23K +9 +0.8%
39 40
41
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