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Blackrock
BLK

Overview Fund Activity

1,943 hedge funds and large institutions have $99.5B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 765 increasing their positions, 751 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
+22
Holders Change %
+1.15%
% of All Funds
28.16%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.45%
New
155
Increased
765
Reduced
751
Closed
107
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$379M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
4
Man Group
Man Group
United Kingdom
+$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.95B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$870M
3
PIF
Public Investment Fund
Saudi Arabia
-$602M
4
Capital International Investors
Capital International Investors
California
-$219M
5
VanEck Associates
VanEck Associates
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1701
Callan Capital
California
$214K +$214K +257 New
WP
1702
Westmount Partners
California
$213K -$2.5K -3 -1%
MHC
1703
Meyer Handelman Company
New York
$213K – – –
MWM
1704
Modern Wealth Management
Kansas
$213K +$213K +255 New
PAA
1705
Peregrine Asset Advisers
Oregon
$212K – – –
SWP
1706
Strategic Wealth Partners
Ohio
$211K +$1.67K +2 +0.8%
NC
1707
Napatree Capital
Rhode Island
$211K -$12.1K -16 -5%
PP
1708
Patten & Patten
Tennessee
$210K – – –
SFG
1709
Sovereign Financial Group
Connecticut
$210K +$210K +252 New
HI
1710
Hoey Investments
Pennsylvania
$209K -$11.7K -14 -5%
SAA
1711
Southeast Asset Advisors
Georgia
$209K – – –
IDBONY
1712
Israel Discount Bank of New York
New York
$209K -$148K -178 -41%
AIM
1713
Arcadia Investment Management
Michigan
$208K – – –
HBT
1714
Heartland Bank & Trust
Illinois
$208K – – –
A
1715
AJOVista
Massachusetts
$208K – – –
HNWAG
1716
High Net Worth Advisory Group
Florida
$206K – – –
ES
1717
Eagle Strategies
New York
$206K +$206K +247 New
LTAS
1718
Linden Thomas Advisory Services
North Carolina
$206K +$206K +247 New
GJWM
1719
Gilliland Jeter Wealth Management
Arkansas
$206K +$206K +247 New
OAM
1720
Occidental Asset Management
California
$206K +$206K +247 New
SAM
1721
Secure Asset Management
Michigan
$206K -$7.5K -9 -4%
OCM
1722
One Capital Management
California
$205K -$5K -6 -2%
JSL
1723
JT Stratford LLC
Georgia
$204K +$204K +245 New
SFG
1724
Sunburst Financial Group
Alabama
$203K -$2.48K -3 -1%
FTIS
1725
First Trust Investment Solutions
Florida
$201K +$201K +241 New
67 68
69
70 71