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Blackrock
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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 %
BCM
1151
Boltwood Capital Management
California
$866K +$64.6K +63 +8%
SSA
1152
Sierra Summit Advisors
Nevada
$866K +$180K +176 +26%
FFO
1153
Fortitude Family Office
Arizona
$865K +$2.05K +2 +0.2%
JWBC
1154
J.W. Burns & Co
New York
$861K – – –
RWM
1155
Rockline Wealth Management
New York
$859K – – –
RZH
1156
Relyea Zuckerberg Hanson
Connecticut
$859K +$460K +449 +115%
CFP
1157
Catalyst Financial Partners
Massachusetts
$854K -$18.5K -18 -2%
WJWM
1158
Williams Jones Wealth Management
New York
$853K -$69.7K -68 -8%
SPL
1159
Smart Portfolios LLC
Washington
$852K -$32.8K -32 -4%
GWS
1160
Greykasell Wealth Strategies
California
$851K +$851K +830 New
FBFS
1161
First Business Financial Services
Wisconsin
$851K – – –
GW
1162
Griffith & Werner
Georgia
$850K +$850K +829 New
NRS
1163
Neville Rodie & Shaw
New York
$844K +$313K +305 +59%
NP
1164
Ninepoint Partners
Ontario, Canada
$844K – – –
FAM
1165
Formidable Asset Management
Ohio
$843K -$20.5K -20 -2%
DS
1166
DRW Securities
Illinois
$842K +$275K +268 +48%
AWM
1167
Angeles Wealth Management
California
$841K +$841K +820 New
OTPPB
1168
Ontario Teachers' Pension Plan Board
Ontario, Canada
$840K -$340K -332 -29%
CWM
1169
Congress Wealth Management
Massachusetts
$837K +$218K +213 +35%
AC
1170
Avestar Capital
New York
$833K -$64.6K -63 -7%
NFA
1171
Northern Financial Advisors
Michigan
$832K +$832K +812 New
SW
1172
SteelPeak Wealth
California
$830K +$376K +367 +83%
KA
1173
Kovack Advisors
Florida
$828K +$446K +435 +117%
SS
1174
Sunbelt Securities
Texas
$827K -$30.8K -30 -4%
AAM
1175
Aureus Asset Management
Massachusetts
$826K -$21.5K -21 -3%
45 46
47
48 49