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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 %
APIM
1251
Agate Pass Investment Management
Washington
$696K – – –
SIA
1252
SGL Investment Advisors
Montana
$695K +$5.84K +6 +0.8%
LWCFA
1253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$694K +$694K +674 New
WIS
1254
Wright Investors Service
Connecticut
$692K -$1.46M -1,427 -68%
LI
1255
LMCG Investments
Massachusetts
$692K +$692K +675 New
PAM
1256
PCG Asset Management
New Jersey
$687K +$687K +670 New
IAS
1257
Insigneo Advisory Services
Florida
$687K -$401K -391 -37%
WA
1258
Wealth Alliance
New York
$686K +$13.3K +13 +2%
AO
1259
Advisor OS
Illinois
$683K +$318K +310 +87%
SA
1260
Sovran Advisors
California
$681K +$681K +707 New
IF
1261
Intrua Financial
Texas
$678K -$15.4K -15 -2%
1IA
1262
1834 Investment Advisors
Wisconsin
$675K -$47.2K -46 -7%
WAL
1263
W Advisors LLC
Tennessee
$672K +$4.1K +4 +0.6%
RTC
1264
Riverview Trust Company
Washington
$671K – – –
CA
1265
Continuum Advisory
Idaho
$671K +$671K +655 New
NG
1266
Norden Group
Utah
$669K +$118K +115 +21%
LA
1267
Legacy Advisors
Pennsylvania
$667K +$667K +651 New
IIA
1268
Integral Investment Advisors
California
$667K +$667K +651 New
OWP
1269
Obermeyer Wealth Partners
Colorado
$664K +$9.23K +9 +1%
ARMT
1270
Amica Retiree Medical Trust
Rhode Island
$663K – – –
UAG
1271
United Advisor Group
Ohio
$662K +$662K +646 New
ANTB
1272
AMG National Trust Bank
Colorado
$662K +$662K +646 New
MSWM
1273
Mowery & Schoenfeld Wealth Management
Illinois
$656K +$642K +626 +4,471%
AFP
1274
Ausdal Financial Partners
Iowa
$652K +$652K +636 New
PCG
1275
Prosperity Consulting Group
Maryland
$652K +$56.4K +55 +9%
49 50
51
52 53