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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 %
LFG
1351
Larson Financial Group
Missouri
$554K -$8.2K -8 -1%
WCM
1352
Weik Capital Management
Pennsylvania
$554K – – –
GF
1353
Gries Financial
Ohio
$552K +$119K +116 +27%
DWM
1354
Drive Wealth Management
Utah
$551K -$101K -99 -16%
HFP
1355
Holistic Financial Partners
Indiana
$548K -$16.4K -16 -3%
CAMG
1356
CWA Asset Management Group
Florida
$547K +$28.7K +28 +6%
PCA
1357
Pallas Capital Advisors
Massachusetts
$546K +$4.1K +4 +0.8%
NG
1358
Novem Group
New York
$545K +$545K +532 New
LAM
1359
L2 Asset Management
Massachusetts
$545K +$545K +532 New
UAML
1360
US Asset Management LLC
Pennsylvania
$545K -$32.8K -32 -6%
HBW
1361
Hazlett, Burt & Watson
West Virginia
$542K +$11.2K +11 +2%
TAM
1362
Todd Asset Management
Kentucky
$541K – – –
GIM
1363
Groesbeck Investment Management
New Jersey
$541K -$279K -272 -34%
CFG
1364
Carr Financial Group
Massachusetts
$540K +$540K +527 New
RIA
1365
Regal Investment Advisors
Michigan
$540K -$78.9K -77 -13%
NL
1366
NWAM LLC
Washington
$534K +$534K +521 New
AAG
1367
Armstrong Advisory Group
Massachusetts
$534K – – –
TIA
1368
Traphagen Investment Advisors
New Jersey
$534K +$534K +521 New
XF
1369
XML Financial
Maryland
$533K +$26.6K +26 +5%
GG
1370
Gleason Group
Kentucky
$532K +$3.07K +3 +0.6%
EFA
1371
Evernest Financial Advisors
Indiana
$530K -$61.5K -60 -10%
HPBT
1372
Hickory Point Bank & Trust
Illinois
$530K +$530K +517 New
KCM
1373
Kathmere Capital Management
Pennsylvania
$528K +$115K +112 +28%
TWP
1374
Triad Wealth Partners
Kansas
$528K +$528K +515 New
LCWP
1375
Legacy Capital Wealth Partners
Arkansas
$527K +$527K +514 New
53 54
55
56 57