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Blackrock
BLK

Overview Fund Activity

1,932 hedge funds and large institutions have $93.3B invested in Blackrock in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 811 increasing their positions, 731 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
-11
Holders Change %
-0.57%
% of All Funds
28.1%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.38%
New
120
Increased
811
Reduced
731
Closed
103
Calls
$1.08B
Puts
$1.45B
Net Calls
-$371M
Net Calls Change
-$335M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$205M
2
UBS AM
UBS AM
Illinois
+$178M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$155M
4
Citadel Advisors
Citadel Advisors
Florida
+$151M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$140M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$635M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$429M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$256M
4
Capital World Investors
Capital World Investors
California
-$238M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
1651
Gen-Wealth Partners
Michigan
$225K -$7.09K -9 -3%
MFS
1652
Mirabella Financial Services
United Kingdom
$225K +$225K +286 New
TWA
1653
TCI Wealth Advisors
Arizona
$224K +$11.8K +15 +6%
CWM
1654
Concentric Wealth Management
California
$224K -$5.51K -7 -2%
SWP
1655
Strategic Wealth Partners
Ohio
$223K +$23.6K +30 +12%
CAWM
1656
Capital Advisors Wealth Management
Washington
$222K +$788 +1 +0.4%
AI
1657
Atom Investors
Texas
$222K -$1.94M -2,462 -90%
WF
1658
Wayfinding Financial
Washington
$222K -$2.35K -3 -1%
WPP
1659
Whalerock Point Partners
Rhode Island
$220K – – –
WKSWA
1660
White Knight Strategic Wealth Advisors
New Jersey
$219K -$7.87K -10 -3%
VAM
1661
Verity Asset Management
North Carolina
$219K +$11.8K +15 +6%
NSAM
1662
North Star Asset Management
Wisconsin
$218K -$7.87K -10 -3%
DLA
1663
Douglas Lane & Associates
New York
$218K +$9.45K +12 +5%
LFP
1664
Lakeshore Financial Planning
Michigan
$218K +$788 +1 +0.4%
PWM
1665
Prentice Wealth Management
New York
$217K -$1.58K -2 -0.7%
MAWA
1666
Moss Adams Wealth Advisors
Washington
$217K +$217K +275 New
TAM
1667
Tocqueville Asset Management
New York
$217K – – –
CPR
1668
CSU Producer Resources
Ohio
$217K – – –
CPC
1669
Congress Park Capital
New York
$217K – – –
SOS
1670
Silver Oak Securities
Tennessee
$216K -$1.57K -2 -0.7%
FWM
1671
Foguth Wealth Management
Michigan
$215K +$215K +273 New
GSIS
1672
Global Strategic Investment Solutions
Arizona
$214K -$78.8K -100 -27%
NCM
1673
Next Capital Management
New York
$214K +$214K +272 New
TFA
1674
Teamwork Financial Advisors
Texas
$214K -$1.87M -2,366 -90%
FOA
1675
Five Oceans Advisors
California
$213K -$34.6K -44 -14%
65 66
67
68 69