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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 %
PFS
1401
Prospect Financial Services
New York
$501K +$501K +489 New
CB
1402
Cadence Bank
Mississippi
$500K +$61.5K +60 +14%
IIA
1403
ICW Investment Advisors
Arizona
$500K +$35.9K +35 +8%
AA
1404
Alta Advisers
United Kingdom
$496K +$86.1K +84 +21%
BIP
1405
Blueprint Investment Partners
North Carolina
$493K +$138K +135 +39%
RPWA
1406
Regent Peak Wealth Advisors
Georgia
$493K +$493K +481 New
FPW
1407
Flywheel Private Wealth
California
$492K +$492K +480 New
IA
1408
Investor AB
Sweden
$492K +$492K +480 New
USB
1409
Union Savings Bank
Connecticut
$492K – – –
BWM
1410
BigSur Wealth Management
Florida
$488K -$13.3K -13 -3%
CWG
1411
Cornerstone Wealth Group
North Carolina
$483K +$48.2K +47 +11%
MWM
1412
Meridian Wealth Management
Kentucky
$482K +$3.07K +3 +0.6%
EB
1413
Exchange Bank
California
$480K -$5.13K -5 -1%
LTAS
1414
Linden Thomas Advisory Services
North Carolina
$480K +$78.9K +77 +20%
KW
1415
Keyvantage Wealth
Pennsylvania
$479K +$479K +467 New
NFC
1416
Northeast Financial Consultants
Connecticut
$479K +$66.6K +65 +16%
SL
1417
Summitry LLC
California
$476K -$231K -226 -33%
EP
1418
Edgestream Partners
New Jersey
$475K +$475K +463 New
Fiera Capital (Canada)
1419
Fiera Capital (Canada)
Quebec, Canada
$470K – – –
DSC
1420
Duncker Streett & Co
Missouri
$468K – – –
EIP
1421
Ellis Investment Partners
Pennsylvania
$468K +$2.05K +2 +0.4%
AFA
1422
AA Financial Advisors
Ohio
$466K +$466K +455 New
SWM
1423
Seed Wealth Management
Illinois
$465K – – –
BLC
1424
Brown, Lisle/Cummings
Rhode Island
$465K +$3.08K +3 +0.7%
FTUS
1425
Flow Traders U.S.
New York
$464K +$464K +453 New
55 56
57
58 59