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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 %
DAM
1851
Delta Asset Management
Tennessee
$110K – – –
SHF
1852
Safe Harbor Fiduciary
Florida
$106K +$106K +103 New
HNW
1853
High Note Wealth
Minnesota
$104K +$104K +101 New
SVCP
1854
Silicon Valley Capital Partners
California
$103K +$103K +100 New
EWP
1855
Elevation Wealth Partners
California
$99K +$99K +97 New
SL
1856
Salomon & Ludwin
Virginia
$97.4K -$1.03K -1 -1%
AG
1857
AmeriFlex Group
Nevada
$96.8K +$96.8K +90 New
OC
1858
Oarsman Capital
Wisconsin
$91.2K – – –
API
1859
Asset Planning Inc
California
$91.2K +$91.2K +89 New
AWM
1860
Accredited Wealth Management
Kentucky
$88.2K +$88.2K +86 New
TFGT
1861
TS Financial Group (TSFG)
Illinois
$88K – – –
HWA
1862
HHM Wealth Advisors
Tennessee
$86K +$4.1K +4 +5%
YP
1863
YANKCOM Partnership
South Dakota
$83K +$83K +81 New
VC
1864
Vestor Capital
Illinois
$83K +$2.05K +2 +3%
MFG
1865
Mendota Financial Group
Wisconsin
$81K +$81K +79 New
AJ
1866
Ashburton (Jersey)
Jersey
$80K – – –
BL
1867
BFSG LLC
California
$78.9K +$78.9K +77 New
CFS
1868
CGC Financial Services
Oregon
$76.9K +$76.9K +75 New
RA
1869
Rise Advisors
New York
$75.2K – – –
CWM
1870
Cranbrook Wealth Management
Michigan
$72.8K +$6.15K +6 +9%
CA
1871
Crewe Advisors
Utah
$68.2K -$135K -133 -67%
RFG
1872
REAP Financial Group
Texas
$68.2K +$16.3K +16 +31%
BT
1873
Banque Transatlantique
France
$67.4K +$67.4K +66 New
FNWA
1874
Financial Network Wealth Advisors
Utah
$66.6K -$49.2K -48 -42%
CAM
1875
Costello Asset Management
Pennsylvania
$66.6K +$66.6K +65 New
73 74
75
76 77