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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 %
LOPW
1051
Live Oak Private Wealth
North Carolina
$1.12M -$50.2K -49 -4%
CWM
1052
Chesapeake Wealth Management
Virginia
$1.12M -$64.6K -63 -5%
SIA
1053
Schechter Investment Advisors
Michigan
$1.12M -$87.1K -85 -7%
PFA
1054
Pathway Financial Advisers
Indiana
$1.12M -$1.07B -1,045,039 -100%
LNB
1055
Ledyard National Bank
$1.12M -$18.5K -18 -2%
ADL
1056
Asset Dedication LLC
California
$1.11M -$94.3K -92 -8%
JIP
1057
Jaffetilchin Investment Partners
Florida
$1.11M +$10.3K +10 +0.9%
OHWA
1058
Oak Hill Wealth Advisors
Virginia
$1.1M +$1.1M +1,076 New
CAG
1059
Csenge Advisory Group
Florida
$1.1M +$5.13K +5 +0.5%
AB
1060
Atlas Brown
Kentucky
$1.1M +$5.13K +5 +0.5%
BFA
1061
Beaumont Financial Advisors
Massachusetts
$1.09M +$2.05K +2 +0.2%
SMH
1062
Sanders Morris Harris
Texas
$1.09M -$104K -100 -9%
OCM
1063
Orion Capital Management
California
$1.09M -$30.8K -30 -3%
MFG
1064
MidWestOne Financial Group
Iowa
$1.09M -$68.6K -67 -6%
PT
1065
Plimoth Trust
Massachusetts
$1.09M -$7.18K -7 -0.7%
WA
1066
WBH Advisory
Maryland
$1.08M +$20.5K +20 +2%
BCM
1067
Brasada Capital Management
Texas
$1.08M +$19.1K +20 +2%
BW
1068
Bison Wealth
Georgia
$1.08M +$17.4K +17 +2%
RCA
1069
Roberts Capital Advisors
Colorado
$1.08M – – –
SA
1070
SRN Advisors
Pennsylvania
$1.08M +$449K +438 +72%
CP
1071
Castleview Partners
Texas
$1.07M -$406K -399 -27%
WIC
1072
Woodmont Investment Counsel
Tennessee
$1.07M -$46.1K -45 -4%
MW
1073
Marcum Wealth
Ohio
$1.07M +$18.5K +18 +2%
CFM
1074
Capricorn Fund Managers
United Kingdom
$1.07M +$135K +131 +14%
HWA
1075
Heritage Wealth Advisors
Virginia
$1.07M -$22.6K -22 -2%
41 42
43
44 45