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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 %
APA
1426
Astoria Portfolio Advisors
New York
$461K – – –
SWMP
1427
Signature Wealth Management Partners
New Jersey
$460K +$460K +449 New
BWAM
1428
Boyd Watterson Asset Management
Ohio
$460K -$1.03K -1 -0.2%
IA
1429
Integrity Alliance
Iowa
$459K +$459K +448 New
EM
1430
Excalibur Management
Massachusetts
$457K +$457K +446 New
MA
1431
MJP Associates
Connecticut
$456K +$456K +445 New
CCFM
1432
Clear Creek Financial Management
Washington
$455K +$136K +133 +43%
OPA
1433
Old Port Advisors
Maine
$454K +$15.4K +15 +4%
MCM
1434
Mengis Capital Management
Oregon
$454K +$39K +38 +9%
SA
1435
Sage Advisors
Colorado
$454K +$2.05K +2 +0.5%
CI
1436
CX Institutional
Indiana
$453K +$17.4K +17 +4%
AA
1437
AJ Advisors
Tennessee
$452K +$67.6K +66 +18%
SR
1438
Syntax Research
Florida
$451K -$34.9K -34 -7%
ECM
1439
EagleClaw Capital Management
Massachusetts
$451K – – –
MIM
1440
Moseley Investment Management
Florida
$449K -$20.5K -20 -4%
KWAG
1441
Kiely Wealth Advisory Group
North Carolina
$449K – – –
FMP
1442
Financial Management Professionals
Texas
$449K +$46.1K +45 +11%
SB
1443
Strategic Blueprint
Georgia
$449K +$27.7K +27 +7%
HB
1444
HTLF Bank
Colorado
$446K -$6.74M -6,721 -94%
PPA
1445
Pacific Point Advisors
California
$446K +$446K +439 New
PWA
1446
Phoenix Wealth Advisors
North Carolina
$445K -$8.2K -8 -2%
TWM
1447
Topsail Wealth Management
North Carolina
$445K +$445K +434 New
LA
1448
Lane & Associates
New Jersey
$443K -$82.8K -77 -16%
G
1449
GenTrust
Florida
$443K +$2.05K +2 +0.5%
TCM
1450
Traynor Capital Management
Pennsylvania
$441K +$113K +110 +34%
56 57
58
59 60