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Blackrock
BLK

Overview Fund Activity

1,943 hedge funds and large institutions have $99.5B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 765 increasing their positions, 751 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
+22
Holders Change %
+1.15%
% of All Funds
28.16%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.45%
New
155
Increased
765
Reduced
751
Closed
107
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$379M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
4
Man Group
Man Group
United Kingdom
+$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.95B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$870M
3
PIF
Public Investment Fund
Saudi Arabia
-$602M
4
Capital International Investors
Capital International Investors
California
-$219M
5
VanEck Associates
VanEck Associates
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1076
Bay Colony Advisors
Massachusetts
$968K -$9.17K -11 -0.9%
HIC
1077
Hartline Investment Corp
Illinois
$968K +$968K +1,161 New
RTC
1078
Riverview Trust Company
Washington
$964K +$29.2K +35 +3%
OCM
1079
Orion Capital Management
California
$962K – – –
ADL
1080
Asset Dedication LLC
California
$958K -$4.19K -5 -0.4%
SAM
1081
Smartleaf Asset Management
Massachusetts
$957K +$227K +272 +31%
TFA
1082
Transamerica Financial Advisors
Florida
$957K +$171K +205 +22%
SMH
1083
Sanders Morris Harris
Texas
$955K +$955K +1,146 New
AWM
1084
Aries Wealth Management
Maine
$954K -$76.7K -92 -7%
NS
1085
NBC Securities
Alabama
$947K +$70K +84 +8%
SCM
1086
Stonebridge Capital Management
California
$946K – – –
AAS
1087
Ameritas Advisory Services
Nebraska
$944K +$8.5K +11 +0.9%
RC
1088
Roundview Capital
New Jersey
$943K +$10K +12 +1%
EGA
1089
E&G Advisors
Texas
$937K +$325K +390 +53%
MWA
1090
Meridian Wealth Advisors
Texas
$934K +$833 +1 +0.1%
MCC
1091
Money Concepts Capital
Florida
$934K +$25K +30 +3%
IWA
1092
Icon Wealth Advisors
Texas
$932K +$555K +666 +147%
PFGIA
1093
Patriot Financial Group Insurance Agency
Massachusetts
$931K +$25K +30 +3%
Nomura Holdings
1094
Nomura Holdings
Japan
$930K -$1.67M -2,007 -64%
NSIM
1095
North Star Investment Management
Illinois
$925K +$3.34K +4 +0.4%
VFA
1096
Voya Financial Advisors
Connecticut
$924K +$59.2K +71 +7%
QPBE
1097
Quintet Private Bank (Europe)
Luxembourg
$920K +$135K +141 +17%
PTC
1098
Private Trust Company
Ohio
$920K -$41.7K -50 -4%
Koshinski Asset Management
1099
Koshinski Asset Management
Illinois
$919K +$919K +1,102 New
WIC
1100
Woodmont Investment Counsel
Tennessee
$915K -$7.5K -9 -0.8%
42 43
44
45 46