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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 %
AFM
1176
Aspetuck Financial Management
Connecticut
$824K +$824K +804 New
FWP
1177
FAS Wealth Partners
Kansas
$823K +$2.05K +2 +0.2%
PP
1178
PDS Planning
Ohio
$823K +$31.8K +31 +4%
RMP
1179
Richards, Merrill & Peterson
Washington
$822K +$822K +801 New
GPWM
1180
Grant Private Wealth Management
California
$820K +$820K +800 New
EFL
1181
ERn Financial LLC
Wisconsin
$818K +$33.8K +33 +4%
EFS
1182
Essex Financial Services
Connecticut
$818K +$818K +798 New
BB
1183
Burford Brothers
Texas
$816K -$5.13K -5 -0.6%
AWE
1184
Avidian Wealth Enterprises
Texas
$815K -$275K -268 -25%
BIA
1185
BHK Investment Advisors
Alabama
$811K +$46.1K +45 +6%
JF
1186
Jump Financial
Illinois
$806K +$12.3K +12 +2%
NB
1187
Nicolet Bankshares
Wisconsin
$806K +$51.3K +50 +7%
MIM
1188
MTM Investment Management
South Carolina
$806K +$806K +786 New
CF
1189
Convergence Financial
Missouri
$802K +$12.3K +12 +2%
CGL
1190
Clarius Group LLC
Washington
$802K +$802K +782 New
CCM
1191
Cohen Capital Management
California
$801K – – –
ISFAN
1192
Investor's Fiduciary Advisor Network
Washington
$800K +$800K +780 New
AIM
1193
Anchor Investment Management
South Carolina
$799K -$12.3K -12 -2%
KWM
1194
Kolinsky Wealth Management
New Jersey
$797K +$37.9K +37 +5%
NHC
1195
Nicholas Hoffman & Company
Georgia
$795K +$34.8K +34 +5%
RBWA
1196
RFG - Bristol Wealth Advisors
Massachusetts
$794K +$794K +775 New
PI
1197
PFG Investments
New York
$793K -$7.17K -7 -0.9%
BFO
1198
Biltmore Family Office
North Carolina
$793K – – –
BAM
1199
Berkshire Asset Management
Pennsylvania
$787K -$18.4K -18 -2%
RF
1200
Roxbury Financial
New Jersey
$784K +$784K +766 New
46 47
48
49 50