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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 %
HCM
1576
Hall Capital Management
Rhode Island
$330K +$330K +322 New
EW
1577
Element Wealth
Mississippi
$330K +$1.03K +1 +0.3%
CWM
1578
CarsonAllaria Wealth Management
Illinois
$330K +$330K +321 New
SFG
1579
Sovereign Financial Group
Connecticut
$330K -$4.1K -4 -1%
CFO
1580
CVA Family Office
Colorado
$329K +$40K +39 +14%
CIA
1581
Cape Investment Advisory
Georgia
$329K +$329K +321 New
NW
1582
Naviter Wealth
Arkansas
$327K +$327K +319 New
KTC
1583
Kentucky Trust Company
Kentucky
$326K +$326K +318 New
WT
1584
Washington Trust
Rhode Island
$326K -$25.8M -25,758 -99%
CFGW
1585
Chancellor Financial Group WB
Pennsylvania
$325K +$325K +317 New
CWM
1586
Cahaba Wealth Management
Georgia
$323K +$323K +315 New
WA
1587
Wealth Architects
California
$322K +$322K +314 New
MME
1588
Meag Munich Ergo
Germany
$322K – – –
PWA
1589
Physician Wealth Advisors
Utah
$321K -$16.4K -16 -5%
FDDB
1590
Fidelity D&D Bancorp
Pennsylvania
$321K +$36.9K +36 +13%
QFPS
1591
Quantum Financial Planning Services
Washington
$320K +$320K +312 New
TAM
1592
Titleist Asset Management
Texas
$319K +$319K +312 New
FCA
1593
FLC Capital Advisors
California
$319K – – –
FCIM
1594
Fairview Capital Investment Management
California
$319K +$319K +311 New
CAWM
1595
Capital Advisors Wealth Management
Washington
$318K +$318K +310 New
RCM
1596
RB Capital Management
Nevada
$316K +$316K +308 New
MHR
1597
Matthew Hamilton Rosenberg
$316K -$3.08K -3 -1%
DTC
1598
Davidson Trust Company
Washington
$316K – – –
KFC
1599
Klingenstein Fields & Co
New York
$315K +$3.08K +3 +1%
FFG
1600
Fortress Financial Group
Minnesota
$314K +$314K +307 New
62 63
64
65 66