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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 %
VAF
1551
Values Added Financial
District of Columbia
$353K -$9.23K -9 -3%
CG
1552
Cynosure Group
Utah
$353K +$353K +344 New
PFA
1553
Portland Financial Advisors
New York
$353K +$353K +344 New
HIP
1554
HUB Investment Partners
Texas
$351K +$79.9K +78 +29%
BI
1555
Berkeley Inc
Idaho
$350K -$348K -340 -50%
MAWA
1556
Moss Adams Wealth Advisors
Washington
$350K +$31.8K +31 +10%
APG
1557
Abacus Planning Group
South Carolina
$349K – – –
AIC
1558
Archer Investment Corporation
Indiana
$347K +$282K +275 +437%
GD
1559
Grandfield & Dodd
New York
$347K – – –
FVWA
1560
Foster Victor Wealth Advisors
South Carolina
$346K -$33.2K -33 -9%
WPP
1561
Whalerock Point Partners
Rhode Island
$345K +$59.5K +58 +21%
WGC
1562
Watts Gwilliam & Co
Arizona
$344K -$6.87K -7 -2%
DFG
1563
Delta Financial Group
New Jersey
$344K +$344K +335 New
OBWG
1564
Onyx Bridge Wealth Group
New York
$344K +$7.18K +7 +2%
SDJVC
1565
St. Denis J. Villere & Co
Louisiana
$343K +$343K +335 New
HCM
1566
Hillman Capital Management
Maryland
$339K +$339K +331 New
GP
1567
Guardian Partners
Canada
$338K +$338K +343 New
SF
1568
Symphony Financial
Texas
$337K -$44.6K -44 -12%
SSWM
1569
Strait & Sound Wealth Management
California
$337K – – –
AWA
1570
Amplius Wealth Advisors
Pennsylvania
$337K +$337K +329 New
MWPCG
1571
Measured Wealth Private Client Group
New Hampshire
$335K -$11.3K -11 -3%
AWAP
1572
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$3.08K -3 -0.9%
PCMF
1573
Private Capital Management (Florida)
Florida
$333K – – –
CMBA
1574
C.M. Bidwell & Associates
Hawaii
$331K +$327K +319 +7,975%
WCG
1575
Weaver Consulting Group
California
$330K -$4.1K -4 -1%
61 62
63
64 65