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Blackrock
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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 %
DWM
1676
Diversify Wealth Management
Utah
$259K +$259K +271 New
TWA
1677
Talisman Wealth Advisors
New Jersey
$259K -$10.2K -10 -4%
PP
1678
Patten & Patten
Tennessee
$258K -$6.15K -6 -2%
GWMR
1679
GC Wealth Management RIA
Massachusetts
$258K +$258K +252 New
CW
1680
Code Waechter
Florida
$257K -$84.1K -82 -25%
MAM
1681
Mystic Asset Management
Rhode Island
$257K +$9.23K +9 +4%
SAW
1682
Signal Advisors Wealth
Michigan
$257K -$36.9K -36 -13%
CG
1683
Clifford Group
Massachusetts
$256K – – –
4WM
1684
49 Wealth Management
Texas
$256K -$16.4K -16 -6%
AIM
1685
Arcadia Investment Management
Michigan
$256K – – –
ATS
1686
Ashton Thomas Securities
New York
$256K +$6.08K +6 +2%
WCM
1687
Wedge Capital Management
North Carolina
$255K +$7.18K +7 +3%
FFA
1688
Fi3 Financial Advisors
Indiana
$254K +$29.7K +29 +13%
JSAM
1689
J. Safra Asset Management
New York
$254K +$138K +134 +119%
ZB
1690
Zions Bancorporation
Utah
$253K – – –
PL
1691
Plancorp LLC
Missouri
$253K +$253K +247 New
CS
1692
Capital Square
Tennessee
$253K +$28.6K +28 +13%
RS
1693
Rakuten Securities
Japan
$252K +$99.4K +97 +65%
FA
1694
Fermata Advisors
California
$252K +$252K +246 New
IWN
1695
Independent Wealth Network
Iowa
$250K -$10.3K -10 -4%
HIM
1696
Hanlon Investment Management
New Jersey
$250K -$17.4K -17 -7%
SBIA
1697
Sheaff Brock Investment Advisors
Indiana
$248K +$248K +242 New
1WM
1698
1858 Wealth Management
Ohio
$248K – – –
SAA
1699
Southeast Asset Advisors
Georgia
$248K +$7.18K +7 +3%
AA
1700
Armis Advisers
Georgia
$248K +$248K +242 New
66 67
68
69 70