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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 %
PNAA
1201
Pictet North America Advisors
Switzerland
$779K – – –
RGC
1202
Roberts, Glore & Co
Illinois
$777K -$2.05K -2 -0.3%
PA
1203
Procyon Advisors
Connecticut
$777K +$365K +356 +89%
PA
1204
Probity Advisors
Texas
$775K +$44.1K +43 +6%
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$773K -$31.2K -29 -4%
FDCP
1206
Foster Dykema Cabot & Partners
Massachusetts
$773K -$349K -340 -31%
WG
1207
Welch Group
Alabama
$772K +$1.03K +1 +0.1%
NAS
1208
NWF Advisory Services
California
$770K +$770K +752 New
NEI
1209
Northwest & Ethical Investments
Ontario, Canada
$770K +$2.05K +2 +0.3%
CPIG
1210
Chicago Partners Investment Group
Illinois
$770K +$70.1K +71 +10%
Dodge & Cox
1211
Dodge & Cox
California
$769K – – –
HFAS
1212
Hummer Financial Advisory Services
Illinois
$769K – – –
AM
1213
AGF Management
Ontario, Canada
$766K -$50.2K -49 -6%
EWA
1214
EverSource Wealth Advisors
Alabama
$765K +$264K +257 +53%
GWM
1215
Glass Wealth Management
Texas
$765K – – –
MA
1216
Montag & Associates
Georgia
$761K -$25.6K -25 -3%
KP
1217
Keel Point
Alabama
$760K +$77.9K +76 +11%
ANC
1218
Ames National Corp
Iowa
$760K +$760K +741 New
QWP
1219
Quotient Wealth Partners
Texas
$757K +$757K +739 New
DAC
1220
Dividend Assets Capital
South Carolina
$756K +$8.2K +8 +1%
PWP
1221
Phillips Wealth Planners
Mississippi
$755K +$755K +790 New
BWM
1222
Buckley Wealth Management
Nevada
$754K +$754K +736 New
PFBT
1223
Parkside Financial Bank & Trust
Missouri
$747K +$2.05K +2 +0.3%
WSA
1224
Warm Springs Advisors
California
$745K +$745K +727 New
CAL
1225
Capital Advisors Ltd
Ohio
$743K +$3.07K +3 +0.4%
47 48
49
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