BLK icon

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 %
PF
1226
Phoenix Financial
Israel
$742K -$123K -120 -14%
CW
1227
CreativeOne Wealth
Kansas
$742K +$742K +723 New
CWP
1228
Concord Wealth Partners
Virginia
$741K +$67.7K +66 +10%
CAI
1229
Capital Advisors Inc
Oklahoma
$739K -$168K -164 -19%
KAM
1230
Knightsbridge Asset Management
California
$737K +$49.2K +48 +7%
WLG
1231
Williamson Legacy Group
Indiana
$734K +$66.6K +65 +10%
SCM
1232
Spreng Capital Management
Ohio
$734K +$5.13K +5 +0.7%
XWM
1233
Xcel Wealth Management
Florida
$731K +$731K +713 New
PIA
1234
Powell Investment Advisors
Florida
$726K +$726K +708 New
LFA
1235
Legacy Financial Advisors
Kentucky
$723K +$49.2K +48 +7%
FIM
1236
Freedom Investment Management
Connecticut
$723K +$723K +705 New
WC
1237
Weil Company
California
$722K +$69.7K +68 +11%
JFA
1238
JNBA Financial Advisors
Minnesota
$720K +$5.13K +5 +0.7%
FFG
1239
Fortem Financial Group
California
$719K +$44.1K +43 +7%
JCM
1240
Jacobi Capital Management
Pennsylvania
$718K +$6.15K +6 +0.9%
NAG
1241
Northstar Advisory Group
New Jersey
$717K +$73.8K +72 +11%
BHBT
1242
Burke & Herbert Bank & Trust
Virginia
$713K -$6.15K -6 -0.9%
UCI
1243
Uncommon Cents Investing
Wisconsin
$712K – – –
MWM
1244
Modern Wealth Management
Kansas
$712K +$315K +307 +79%
RW
1245
Rede Wealth
Virginia
$710K +$1.03K +1 +0.1%
FRA
1246
Frank Rimerman Advisors
California
$706K +$116K +113 +20%
PGWM
1247
Parisi Gray Wealth Management
New Jersey
$704K – – –
S
1248
Sachetta
Massachusetts
$701K -$11.3K -11 -2%
CWM
1249
Centurion Wealth Management
Virginia
$699K +$699K +682 New
JSW
1250
Journey Strategic Wealth
New Jersey
$698K -$8.2K -8 -1%
48 49
50
51 52