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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 %
MCWS
1476
McKinley Carter Wealth Services
West Virginia
$409K +$9.24K +9 +2%
PWMG
1477
Prestige Wealth Management Group
New Jersey
$409K +$12.3K +12 +3%
IP
1478
Ignite Planners
California
$408K +$8.17K +8 +2%
DA
1479
Detalus Advisors
Missouri
$408K – – –
CH
1480
Cromwell Holdings
Wyoming
$406K – – –
LSA
1481
Lion Street Advisors
Texas
$405K -$12.3K -12 -3%
PAM
1482
Peak Asset Management
Colorado
$405K – – –
Luther King Capital Management (LKCM)
1483
Luther King Capital Management (LKCM)
Texas
$405K -$3.08K -3 -0.8%
AL
1484
Aspiriant LLC
California
$405K +$405K +395 New
BAAM
1485
Baker Avenue Asset Management
California
$403K -$83.1K -81 -17%
SFC
1486
SYM Financial Corp
Indiana
$403K +$44.1K +43 +12%
MFG
1487
Magnus Financial Group
New York
$401K +$33.8K +33 +9%
SAI
1488
Savvy Advisors Inc
New York
$399K +$39K +38 +11%
PCG
1489
PFC Capital Group
California
$399K +$399K +390 New
EWA
1490
ERTS Wealth Advisors
Michigan
$399K -$48.2K -47 -11%
GWM
1491
Gray Wealth Management
Maine
$397K +$397K +388 New
LC
1492
LCNB Corp
Ohio
$397K – – –
FPL
1493
Fortress Private Ledger
North Carolina
$397K +$397K +387 New
MC
1494
Marest Capital
California
$396K +$1.03K +1 +0.3%
ICP
1495
Interchange Capital Partners
Pennsylvania
$396K -$73.5K -72 -16%
FPWM
1496
FSB Premier Wealth Management
Iowa
$394K -$45K -44 -10%
EBT
1497
Enterprise Bank & Trust
Massachusetts
$394K +$18.5K +18 +5%
CGA
1498
Crescent Grove Advisors
Illinois
$394K +$86.1K +84 +28%
DOA
1499
D'Orazio & Associates
Virginia
$393K – – –
BTWM
1500
Baker Tilly Wealth Management
Wisconsin
$393K -$1.03K -1 -0.3%
58 59
60
61 62