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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 %
PPWM
1201
Paragon Private Wealth Management
Kentucky
$721K +$75K +90 +12%
AFG
1202
ABLE Financial Group
Arizona
$721K -$14.2K -17 -2%
AAM
1203
Aureus Asset Management
Massachusetts
$718K +$22.5K +27 +3%
HPM
1204
Hoxton Planning & Management
West Virginia
$716K +$15.8K +19 +2%
FIA
1205
Foundations Investment Advisors
Arizona
$711K -$70.8K -85 -9%
TPW
1206
Transatlantique Private Wealth
New York
$709K +$7.5K +9 +1%
SS
1207
Sunbelt Securities
Texas
$708K +$146K +175 +26%
CL
1208
Choreo LLC
Illinois
$705K -$833 -1 -0.1%
CA
1209
Crumly & Associates
Illinois
$704K -$2.5K -3 -0.4%
AWE
1210
Avidian Wealth Enterprises
Texas
$702K +$40.8K +49 +6%
JWBC
1211
J.W. Burns & Co
New York
$700K -$16.7K -20 -2%
CQS
1212
Credential Qtrade Securities
$699K +$6.67K +8 +1%
RGC
1213
Roberts, Glore & Co
Illinois
$694K -$1.67K -2 -0.2%
FBFS
1214
First Business Financial Services
Wisconsin
$692K – – –
FDCP
1215
Foster Dykema Cabot & Partners
Massachusetts
$692K +$156K +187 +29%
NFA
1216
Northern Financial Advisors
Michigan
$690K -$5K -6 -0.7%
WWM
1217
Waterway Wealth Management
Texas
$689K +$132K +158 +24%
FWP
1218
FAS Wealth Partners
Kansas
$689K +$4.17K +5 +0.6%
RWM
1219
Rockline Wealth Management
New York
$686K – – –
AWA
1220
Aaron Wealth Advisors
Illinois
$685K -$169K -203 -20%
FAM
1221
Formidable Asset Management
Ohio
$685K +$8.34K +10 +1%
DA
1222
Doliver Advisors
Texas
$684K -$231K -277 -25%
SFG
1223
SevenBridge Financial Group
Pennsylvania
$684K +$376K +492 +122%
IW
1224
Imprint Wealth
South Carolina
$683K +$683K +826 New
CG
1225
Cynosure Group
Utah
$681K +$395K +474 +138%
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