BLK icon

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 %
MHC
1651
May Hill Capital
Massachusetts
$274K +$274K +267 New
BDL
1652
Banque de Luxembourg
Luxembourg
$273K +$273K +265 New
GFG
1653
Greystone Financial Group
Michigan
$273K -$4.1K -4 -1%
RFA
1654
Register Financial Advisors
Georgia
$272K – – –
MTC
1655
McDaniel Terry & Co
Texas
$272K – – –
CCA
1656
Childress Capital Advisors
Texas
$272K +$2.05K +2 +0.8%
GSWM
1657
Golden State Wealth Management
California
$270K +$270K +263 New
AIM
1658
Alhambra Investment Management
Florida
$270K – – –
GC
1659
Gibson Capital
Pennsylvania
$270K +$51.3K +50 +23%
WI
1660
Wintrust Investments
Illinois
$268K -$232K -226 -46%
NFC
1661
Northstar Financial Companies
Pennsylvania
$268K +$268K +261 New
BRIA
1662
Balanced Rock Investment Advisors
Massachusetts
$268K -$57.4K -56 -18%
LFP
1663
Lakeshore Financial Planning
Michigan
$268K -$16.5K -16 -6%
FPGK
1664
Financial Partners Group (Kansas)
Kansas
$266K +$266K +260 New
BWP
1665
Balboa Wealth Partners
Arizona
$266K +$266K +259 New
BWA
1666
Bestgate Wealth Advisors
Maryland
$265K +$265K +259 New
AGWCA
1667
Annis Gardner Whiting Capital Advisors
Florida
$263K +$11.3K +11 +4%
MAM
1668
McLean Asset Management
Virginia
$262K +$4.1K +4 +2%
PWS
1669
Proactive Wealth Strategies
Georgia
$262K +$1.03K +1 +0.4%
MHC
1670
Meyer Handelman Company
New York
$261K -$5.13K -5 -2%
PCM
1671
Poehling Capital Management
Wisconsin
$261K – – –
TWM
1672
Tolleson Wealth Management
Texas
$261K +$261K +255 New
HCP
1673
Hexagon Capital Partners
Arkansas
$260K +$21.5K +21 +9%
AWM
1674
Alterna Wealth Management
Texas
$260K – – –
PAG
1675
Poinciana Advisors Group
Florida
$259K +$259K +253 New
65 66
67
68 69