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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 %
ST
1601
Smithfield Trust
Pennsylvania
$313K +$23.4K +23 +8%
PG
1602
Patten Group
Tennessee
$309K -$13.3K -13 -4%
TAM
1603
Taurus Asset Management
New York
$308K +$308K +300 New
FP
1604
Financial Perspectives
Minnesota
$307K – – –
VCM
1605
Vision Capital Management
Oregon
$305K +$8.2K +8 +3%
CCM
1606
Copeland Capital Management
Pennsylvania
$305K – – –
FDS
1607
Freedom Day Solutions
Texas
$305K +$7.17K +7 +2%
WCF
1608
West Coast Financial
California
$304K +$304K +297 New
SWP
1609
ShoreHaven Wealth Partners
New Jersey
$304K +$304K +296 New
CWM
1610
Cornerstone Wealth Management
Missouri
$302K – – –
EA
1611
Everpar Advisors
Oklahoma
$301K -$3.08K -3 -1%
SOS
1612
Silver Oak Securities
Tennessee
$301K +$301K +293 New
FCCM
1613
First City Capital Management
Georgia
$301K +$301K +293 New
BWA
1614
Bordeaux Wealth Advisors
California
$299K +$3.08K +3 +1%
MAM
1615
Martingale Asset Management
Massachusetts
$299K +$299K +292 New
RC
1616
Rovin Capital
Arizona
$299K +$55.3K +54 +23%
PMSA
1617
Patrick M. Sweeney & Associates
Illinois
$299K – – –
MCWA
1618
Meadow Creek Wealth Advisors
Georgia
$298K +$8.2K +8 +3%
GSIS
1619
Global Strategic Investment Solutions
Arizona
$298K -$79.9K -78 -21%
NRC
1620
New Republic Capital
North Carolina
$297K +$26.7K +26 +10%
CAM
1621
Carret Asset Management
New York
$297K – – –
VWA
1622
Visionary Wealth Advisors
Illinois
$296K -$4.1K -4 -1%
RB
1623
Renasant Bank
Mississippi
$295K +$30.8K +30 +12%
CWM
1624
Centric Wealth Management
Illinois
$294K +$1.03K +1 +0.3%
NSAM
1625
North Star Asset Management
Wisconsin
$294K +$10.3K +10 +4%
63 64
65
66 67