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Blackrock

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
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
1851
Tyler-Stone Wealth Management
Ohio
$28.2K -$10.8K -13 -28%
RWA
1852
Redmont Wealth Advisors
Illinois
$26.7K +$26.7K +32 New
FFL
1853
Financial Freedom LLC
Ohio
$26.5K
DMKJ
1854
David M. Knott Jr
$26K
AW
1855
Avion Wealth
Texas
$26K +$2.52K +3 +11%
DFA
1856
DHJJ Financial Advisors
Illinois
$25K
JSAM
1857
J. Safra Asset Management
New York
$25K -$95.9K -115 -79%
VL
1858
Vima LLC
Michigan
$25K
AWM
1859
AllSquare Wealth Management
New York
$25K
OPTFSNA
1860
Old Point Trust & Financial Services N A
Virginia
$25K
SIS
1861
Sound Income Strategies
Florida
$25K +$9.17K +11 +58%
BC
1862
Belmont Capital
California
$24.2K
IGWM
1863
ICA Group Wealth Management
Colorado
$23.6K
GI
1864
Gradient Investments
Minnesota
$23.3K -$78.4K -94 -77%
SWM
1865
Sugarloaf Wealth Management
Georgia
$22.6K
PCMC
1866
Planning Capital Management Corporation
Pennsylvania
$21.7K -$20.8K -25 -49%
WFA
1867
West Financial Advisors
Iowa
$21.7K
AP
1868
Atwood & Palmer
Missouri
$21.7K +$13.3K +16 +160%
CAM
1869
Creekmur Asset Management
Illinois
$21.4K +$17.3K +21 +420%
MRCM
1870
M&R Capital Management
New Jersey
$21.1K -$9.28K -11 -31%
WIA
1871
Wetzel Investment Advisors
Indiana
$20.9K -$8.97K -12 -30%
CFFP
1872
Center for Financial Planning
Michigan
$20.8K
VWA
1873
Valued Wealth Advisors
Utah
$20.3K +$3.39K +4 +20%
T
1874
Tidemark
California
$20K +$8.34K +10 +71%
AP
1875
Aspect Partners
Virginia
$18.3K