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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 %
PWMG
1476
Prestige Wealth Management Group
New Jersey
$372K -$369K -443 -50%
WKWM
1477
Walter & Keenan Wealth Management
Indiana
$372K +$20.8K +25 +6%
PIA
1478
Perennial Investment Advisors
California
$371K +$6.67K +8 +2%
SDAM
1479
Shulman DeMeo Asset Management
New York
$370K – – –
CVA
1480
Central Valley Advisors
California
$369K +$5K +6 +1%
SSA
1481
Sierra Summit Advisors
Nevada
$369K -$106K -127 -22%
TNA
1482
True North Advisors
Texas
$368K +$53.4K +64 +17%
GCP
1483
GSA Capital Partners
United Kingdom
$368K +$368K +442 New
WB
1484
West Bancorporation
Iowa
$368K -$10.8K -13 -3%
ECM
1485
EagleClaw Capital Management
Massachusetts
$367K – – –
KA
1486
Kovack Advisors
Florida
$367K -$108K -129 -23%
APA
1487
Astoria Portfolio Advisors
New York
$366K -$763 -1 -0.2%
OCBCO
1488
Oversea-Chinese Banking Corp (OCBC)
Singapore
$364K -$84.9K -102 -19%
HAS
1489
HBW Advisory Services
California
$364K – – –
PWA
1490
Phoenix Wealth Advisors
North Carolina
$362K -$3.34K -4 -0.9%
LA
1491
LVW Advisors
New York
$361K +$10K +12 +3%
SWM
1492
Silverlake Wealth Management
Vermont
$360K +$37.5K +45 +12%
CCM
1493
Cohen Capital Management
California
$359K +$84.2K +101 +31%
FPWM
1494
FSB Premier Wealth Management
Iowa
$358K +$833 +1 +0.2%
RFG
1495
RFP Financial Group
Georgia
$355K +$1.67K +2 +0.5%
AGWCA
1496
Annis Gardner Whiting Capital Advisors
Florida
$355K +$149K +179 +72%
DOA
1497
D'Orazio & Associates
Virginia
$355K +$40K +48 +13%
BFO
1498
Biltmore Family Office
North Carolina
$355K – – –
T
1499
TOBAM
France
$354K +$167K +201 +90%
SWM
1500
Seed Wealth Management
Illinois
$353K -$22.3K -27 -6%
58 59
60
61 62