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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 %
EI
1501
Ellevest Inc
New York
$393K +$19.5K +19 +5%
MAM
1502
Morse Asset Management
Connecticut
$393K +$322K +314 +455%
OF
1503
Optimize Financial
California
$393K +$393K +383 New
JWA
1504
JFS Wealth Advisors
Pennsylvania
$392K +$8.2K +8 +2%
PEAK6
1505
PEAK6
Illinois
$391K +$391K +381 New
PCM
1506
Penserra Capital Management
California
$391K +$391K +382 New
AFT
1507
Alpha Family Trust
California
$390K – – –
APW
1508
Acima Private Wealth
Virginia
$389K – – –
TWM
1509
Tradition Wealth Management
Minnesota
$387K -$20.5K -20 -5%
RCYC
1510
Richard C. Young & Co
Rhode Island
$387K +$387K +378 New
AA
1511
Acorns Advisers
California
$387K +$37.9K +37 +11%
FFA
1512
Founders Financial Alliance
North Carolina
$384K -$4.1K -4 -1%
PWM
1513
Palumbo Wealth Management
New York
$384K +$2.05K +2 +0.5%
CIA
1514
Compass Ion Advisors
Pennsylvania
$382K +$2.05K +2 +0.5%
WKWM
1515
Walter & Keenan Wealth Management
Indiana
$381K -$58.4K -57 -13%
CFP
1516
Cascade Financial Partners
California
$379K +$379K +370 New
TC
1517
Taika Capital
Florida
$379K +$379K +370 New
ZIG
1518
Zullo Investment Group
Pennsylvania
$379K +$379K +370 New
EWM
1519
Evermay Wealth Management
Virginia
$378K -$5.13K -5 -1%
IP
1520
Investment Partners
Ohio
$377K +$14.4K +14 +4%
OCM
1521
Objective Capital Management
Ohio
$377K +$377K +368 New
LCGC
1522
Legacy Capital Group California
California
$377K +$10.3K +10 +3%
OL
1523
OneFund LLC
Florida
$375K +$2.05K +2 +0.5%
CA
1524
Cornerstone Advisory
Maryland
$375K +$375K +385 New
SGCA
1525
Steel Grove Capital Advisors
Tennessee
$374K +$45.1K +44 +14%
59 60
61
62 63