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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 %
GWM
1901
Guardian Wealth Management
Illinois
$9.07K – – –
CIR
1902
Clear Investment Research
Georgia
$8.42K +$1.68K +2 +25%
LF
1903
LifeSteps Financial
California
$8.34K +$8.34K +10 New
FRA
1904
Frank Rimerman Advisors
California
$7.5K – – –
GTAM
1905
Global Trust Asset Management
Florida
$7.5K – – –
AWM
1906
Activest Wealth Management
Florida
$7.15K +$7.15K +9 New
JGIA
1907
Jackson Grant Investment Advisers
Connecticut
$6.67K – – –
GAG
1908
Goodman Advisory Group
Massachusetts
$6.67K – – –
HGERS
1909
Householder Group Estate & Retirement Specialist
Arizona
$6.67K – – –
OAJ
1910
Ogorek Anthony Joseph
New York
$6K – – –
SIC
1911
SJS Investment Consulting
Ohio
$5.84K -$1.67K -2 -22%
OLVIG
1912
Oliver Lagore Vanvalin Investment Group
Michigan
$5.84K – – –
ETS
1913
ESL Trust Services
New York
$5.84K +$5.84K +7 New
CCC
1914
Chelsea Counsel Company
California
$5.84K +$5.84K +7 New
HWM
1915
Horizons Wealth Management
North Carolina
$5.68K – – –
PA
1916
PSI Advisors
Florida
$5.46K – – –
FGAM
1917
Financial Gravity Asset Management
Texas
$5.26K -$8.27K -11 -61%
GWSA
1918
Global Wealth Strategies & Associates
Colorado
$5K – – –
NCM
1919
Northwest Capital Management
Oregon
$5K – – –
RWPA
1920
Richard W. Paul & Associates
Michigan
$4.17K – – –
PPWM
1921
PFG Private Wealth Management
Florida
$4.17K – – –
RWM
1922
Ruedi Wealth Management
Illinois
$4.17K – – –
AFWM
1923
Abich Financial Wealth Management
Virginia
$4.17K +$4.17K +5 New
TCM
1924
TruNorth Capital Management
Michigan
$4.17K +$4.17K +5 New
RTL
1925
Red Tortoise LLC
Georgia
$4.17K +$4.17K +5 New
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77
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