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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 %
RP
1401
Riverwater Partners
Wisconsin
$433K +$78.4K +94 +22%
BWM
1402
BigSur Wealth Management
Florida
$431K +$8.34K +10 +2%
WMA
1403
West Michigan Advisors
Michigan
$429K -$190K -228 -31%
LAM
1404
L2 Asset Management
Massachusetts
$429K +$33.3K +40 +8%
EFA
1405
Evernest Financial Advisors
Indiana
$429K -$49.5K -66 -10%
GFP
1406
Gryphon Financial Partners
Ohio
$428K +$64.2K +77 +18%
BTI
1407
Blue Trust Inc
Georgia
$427K -$201K -241 -32%
MSRI
1408
Michael S. Ryan Inc
New York
$426K -$15K -18 -3%
SSWM
1409
Strait & Sound Wealth Management
California
$425K -$2.36K -3 -0.6%
GG
1410
Gleason Group
Kentucky
$425K +$2.5K +3 +0.6%
TFS
1411
Thoroughbred Financial Services
Tennessee
$424K -$540K -647 -56%
SR
1412
Syntax Research
Florida
$423K +$20K +24 +5%
DSC
1413
Duncker Streett & Co
Missouri
$423K – – –
RC
1414
Rovin Capital
Arizona
$421K +$25.8K +31 +7%
LIM
1415
Loudon Investment Management
New Hampshire
$417K -$363K -436 -47%
LWMM
1416
Legacy Wealth Management (Mississippi)
Mississippi
$417K -$23.3K -28 -5%
CFG
1417
Carr Financial Group
Massachusetts
$416K +$1.67K +2 +0.4%
BAM
1418
Berkshire Asset Management
Pennsylvania
$416K -$109K -131 -21%
GIA
1419
Guyasuta Investment Advisors
Pennsylvania
$416K – – –
AF
1420
Advisornet Financial
Minnesota
$415K +$103K +123 +33%
SL
1421
Summitry LLC
California
$415K +$59.2K +71 +17%
CWM
1422
Congress Wealth Management
Massachusetts
$415K -$9.19K -11 -2%
AL
1423
Aspiriant LLC
California
$414K -$10.8K -13 -3%
SF
1424
Symphony Financial
Texas
$414K +$4.17K +5 +1%
CJ
1425
Caitlin John
Michigan
$413K +$15K +18 +4%
55 56
57
58 59