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Blackrock
BLK

Overview Fund Activity

1,794 hedge funds and large institutions have $106B invested in Blackrock in 2024 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 676 increasing their positions, 697 reducing their positions, and 289 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,794
Holders Change
-138
Holders Change %
-7.14%
% of All Funds
25.95%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.45%
New
173
Increased
676
Reduced
697
Closed
289
Calls
$1.29B
Puts
$1.55B
Net Calls
-$264M
Net Calls Change
+$107M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.8B
2
Morgan Stanley
Morgan Stanley
New York
$4.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
4
First Trust Advisors
First Trust Advisors
Illinois
$253M
5
JCM
Junto Capital Management
New York
$161M

Top Sellers

1
UBS AM
UBS AM
Illinois
$207M
2
Harris Associates
Harris Associates
Illinois
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Amundi
Amundi
France
$0
5
MFA
Mayflower Financial Advisors
Massachusetts
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
1926
Thoroughbred Financial Services
Tennessee
– -$864K -1,098 Closed
BCA
1927
Bay Colony Advisors
Massachusetts
– -$856K -1,087 Closed
CF
1928
Centaurus Financial
California
– -$833K -1,058 Closed
Wolverine Trading
1929
Wolverine Trading
Illinois
– -$823K -1,045 Closed
AWM
1930
Accurate Wealth Management
Florida
– -$854K -1,038 Closed
CG
1931
Cynosure Group
Utah
– -$788K -1,001 Closed
MC
1932
Machina Capital
France
– -$780K -991 Closed
MC
1933
Matisse Capital
Oregon
– -$738K -937 Closed
LWAM
1934
Legacy Wealth Asset Management
Minnesota
– -$724K -920 Closed
RMDI
1935
R.M. Davis Inc
Maine
– -$720K -915 Closed
CM
1936
Columbus Macro
Pennsylvania
– -$713K -904 Closed
CGL
1937
Clarius Group LLC
Washington
– -$686K -871 Closed
EFS
1938
Essex Financial Services
Connecticut
– -$740K -866 Closed
NFA
1939
Northern Financial Advisors
Michigan
– -$652K -828 Closed
DA
1940
Doliver Advisors
Texas
– -$642K -815 Closed
WPW
1941
Waldron Private Wealth
Pennsylvania
– -$629K -798 Closed
MIM
1942
MTM Investment Management
South Carolina
– -$617K -784 Closed
WAP
1943
Wealthcare Advisory Partners
Pennsylvania
– -$611K -776 Closed
PCS
1944
Personal CFO Solutions
New Jersey
– -$600K -762 Closed
WA
1945
Wambolt & Associates
Colorado
– -$595K -760 Closed
AWM
1946
Angeles Wealth Management
California
– -$589K -748 Closed
EWA
1947
Etesian Wealth Advisors
Oregon
– -$577K -733 Closed
QWP
1948
Quotient Wealth Partners
Texas
– -$574K -729 Closed
AIM
1949
Aigen Investment Management
New York
– -$569K -723 Closed
LWCFA
1950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$604K -716 Closed
76 77
78
79 80