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 %
HNWAG
1701
High Net Worth Advisory Group
Florida
$248K -$6.16K -6 -2%
AIA
1702
Accelerate Investment Advisors
California
$246K +$246K +240 New
GAM
1703
Gould Asset Management
California
$246K +$5.13K +5 +2%
USWIA
1704
UP Strategic Wealth Investment Advisors
Pennsylvania
$245K +$27.7K +27 +13%
LSA
1705
Lansing Street Advisors
Pennsylvania
$244K +$2.05K +2 +0.8%
1CP
1706
17 Capital Partners
Arizona
$244K +$244K +238 New
RSWA
1707
Robinson Smith Wealth Advisors
Maine
$244K -$76.8K -75 -24%
FM
1708
Foster & Motley
Ohio
$243K -$51.3K -50 -17%
PWW
1709
Pettyjohn Wood & White
Virginia
$243K +$1.03K +1 +0.4%
GPI
1710
General Partner Inc
Pennsylvania
$243K – – –
W
1711
Wealthquest
Ohio
$242K -$5.13K -5 -2%
BFG
1712
Berger Financial Group
Minnesota
$242K -$2.05K -2 -0.8%
VAM
1713
Verity Asset Management
North Carolina
$241K +$6.15K +6 +3%
CWA
1714
Cura Wealth Advisors
Illinois
$241K +$241K +235 New
SPWM
1715
Spartan Planning & Wealth Management
North Carolina
$239K +$239K +233 New
CWM
1716
Connecticut Wealth Management
Connecticut
$238K -$20.5K -20 -8%
BWP
1717
BSW Wealth Partners
Colorado
$237K +$13.3K +13 +6%
FC
1718
Financial Council
Maryland
$237K – – –
ML
1719
McAdam LLC
Pennsylvania
$237K +$237K +231 New
GIC
1720
Generali Investments CEE
Czech Republic
$236K +$236K +230 New
SAI
1721
Systematic Alpha Investments
New Jersey
$236K – – –
WH
1722
Willner & Heller
California
$235K +$235K +230 New
AWM
1723
Aprio Wealth Management
Georgia
$235K +$235K +229 New
FTC
1724
Farmers Trust Company
Ohio
$235K -$54.3K -53 -19%
OFG
1725
Oxford Financial Group
Indiana
$235K +$3.08K +3 +1%
67 68
69
70 71