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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 %
STCOSD
1126
Sageworth Trust Company of South Dakota
South Dakota
$923K – – –
GC
1127
Grimes & Company
Massachusetts
$918K -$67.7K -66 -7%
QPBE
1128
Quintet Private Bank (Europe)
Luxembourg
$915K +$35.9K +35 +4%
GWANC
1129
Guardian Wealth Advisors (North Carolina)
North Carolina
$914K +$34.9K +34 +4%
SIA
1130
Schear Investment Advisers
Ohio
$914K +$71.8K +70 +9%
MSWM
1131
McGlone Suttner Wealth Management
Wisconsin
$914K +$46.1K +45 +5%
CBT
1132
Central Bank & Trust
Kentucky
$910K -$53.3K -52 -6%
OC
1133
Oakworth Capital
Alabama
$909K -$7.18K -7 -0.8%
SCM
1134
Shelton Capital Management
Colorado
$908K +$87.1K +85 +11%
BP
1135
BBR Partners
New York
$906K -$115K -112 -11%
LWAM
1136
Legacy Wealth Asset Management
Minnesota
$904K +$904K +882 New
BONST
1137
Bank of Nova Scotia Trust
Ontario, Canada
$902K – – –
LAS
1138
LWM Advisory Services
Florida
$898K -$23.6K -23 -3%
NCFG
1139
New Century Financial Group
New Jersey
$895K -$179K -175 -17%
MCM
1140
Manchester Capital Management
Vermont
$895K -$726K -708 -45%
CAC
1141
Core Alternative Capital
Georgia
$892K +$21.5K +21 +2%
RCM
1142
Raleigh Capital Management
North Carolina
$890K -$45.1K -44 -5%
BFPW
1143
BOK Financial Private Wealth
Colorado
$888K -$32.8K -32 -4%
GM
1144
GeoWealth Management
Illinois
$883K +$883K +861 New
LA
1145
LM Advisors
California
$879K -$275K -268 -24%
TPW
1146
Transatlantique Private Wealth
New York
$877K -$14.4K -14 -2%
Empower Advisory Group
1147
Empower Advisory Group
Colorado
$877K +$123K +120 +16%
CA
1148
Crumly & Associates
Illinois
$872K +$22.5K +22 +3%
SC
1149
Skylands Capital
Wisconsin
$871K -$359K -350 -29%
OKSA
1150
O'Keefe Stevens Advisory
New York
$869K +$224K +218 +35%
44 45
46
47 48