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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 %
PSP
1501
Principal Street Partners
Tennessee
$353K -$5.74K -7 -2%
MNBTD
1502
Moody National Bank Trust Division
Texas
$351K – – –
TC
1503
Trilogy Capital
California
$349K +$26.7K +32 +8%
CAMV
1504
Concord Asset Management (Virginia)
Virginia
$348K -$13.3K -16 -4%
LWCFA
1505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K +$9.12K +12 +3%
APW
1506
Austin Private Wealth
Texas
$345K +$39.9K +49 +13%
EWA
1507
EverSource Wealth Advisors
Alabama
$345K -$4.52K -6 -1%
PA
1508
Procyon Advisors
Connecticut
$345K -$2.5K -3 -0.7%
KWAG
1509
Kiely Wealth Advisory Group
North Carolina
$344K – – –
SWMP
1510
Signature Wealth Management Partners
New Jersey
$343K -$3.34K -4 -1%
GBT
1511
Grove Bank & Trust
Florida
$342K +$5K +6 +1%
MRWM
1512
ML&R Wealth Management
Texas
$341K – – –
TIA
1513
Tiemann Investment Advisors
California
$340K – – –
BBI
1514
Baxter Bros Inc
Connecticut
$340K +$40K +48 +13%
CI
1515
CX Institutional
Indiana
$339K -$5K -6 -1%
Empower Advisory Group
1516
Empower Advisory Group
Colorado
$338K -$44.2K -53 -12%
CA
1517
Cambridge Advisors
Nebraska
$338K – – –
ZIG
1518
Zullo Investment Group
Pennsylvania
$338K +$5.84K +7 +2%
MCWS
1519
McKinley Carter Wealth Services
West Virginia
$338K – – –
MCM
1520
Mengis Capital Management
Oregon
$338K – – –
CWG
1521
Cornerstone Wealth Group
North Carolina
$337K +$337K +404 New
CA
1522
CoreCap Advisors
Michigan
$336K +$336K +403 New
FPCP
1523
Fort Point Capital Partners
California
$333K -$37.5K -45 -10%
AA
1524
Alta Advisers
United Kingdom
$333K – – –
VCM
1525
Violich Capital Management
California
$333K +$333K +400 New
59 60
61
62 63