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 %
RBC
1926
Roble Belko & Company
Pennsylvania
$36K – – –
AW
1927
Avion Wealth
Texas
$36K – – –
NA
1928
Nordwand Advisors
Pennsylvania
$35.9K – – –
PPA
1929
Painted Porch Advisors
California
$35.9K +$34.9K +34 +3,400%
AP
1930
Atwood & Palmer
Missouri
$35.9K +$35.9K +35 New
YDMI
1931
Y.D. More Investments
Israel
$34.9K -$95.3K -93 -73%
CYG
1932
Clean Yield Group
Vermont
$34.9K – – –
PWMG
1933
Private Wealth Management Group
New Jersey
$34.9K – – –
WAM
1934
Wolverine Asset Management
Illinois
$33.8K +$33.8K +33 New
CPA
1935
Compass Planning Associates
Massachusetts
$33.1K +$33.1K +32 New
FFL
1936
Financial Freedom LLC
Ohio
$33.1K – – –
CF
1937
Collier Financial
Colorado
$31.7K +$31.7K +31 New
T
1938
Tidemark
California
$30.8K -$8.22K -8 -21%
DFA
1939
DHJJ Financial Advisors
Illinois
$30.8K – – –
AWM
1940
AllSquare Wealth Management
New York
$30.8K – – –
OPTFSNA
1941
Old Point Trust & Financial Services N A
Virginia
$30.8K – – –
IMC
1942
Investment Management Corporation
Virginia
$30.5K +$30.5K +30 New
SWM
1943
Sugarloaf Wealth Management
Georgia
$27.9K – – –
DPW
1944
DiNuzzo Private Wealth
Pennsylvania
$27.7K -$1.03K -1 -4%
AEPWM
1945
Atlantic Edge Private Wealth Management
Florida
$27.7K – – –
CFFP
1946
Center for Financial Planning
Michigan
$25.6K – – –
NC
1947
NewSquare Capital
Pennsylvania
$25.6K +$9.23K +9 +56%
IWP
1948
IAG Wealth Partners
Wisconsin
$25.6K +$25.6K +25 New
VWA
1949
Valued Wealth Advisors
Utah
$25K -$2.08K -2 -8%
A
1950
AlphaQuest
New York
$23.6K +$23.6K +23 New
76 77
78
79 80