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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 %
CAM
1951
Creekmur Asset Management
Illinois
$23.6K – – –
MAS
1952
MPWM Advisory Solutions
Georgia
$22.6K +$22.6K +22 New
DWM
1953
Darwin Wealth Management
Florida
$22K +$2.1K +2 +11%
AP
1954
Aspect Partners
Virginia
$21.5K -$1.03K -1 -5%
GFL
1955
Granite FO LLC
New Hampshire
$20.5K – – –
CSWM
1956
Cassady Schiller Wealth Management
Ohio
$20.5K +$8.2K +8 +67%
RWPA
1957
Richard W. Paul & Associates
Michigan
$20.5K +$15.4K +15 +300%
PP
1958
Pacifica Partners
Canada
$20.3K – – –
TAM
1959
Tucker Asset Management
Colorado
$19.5K – – –
JFG
1960
JDM Financial Group
Texas
$19.5K +$17.4K +17 +850%
WWM
1961
Wolff Wiese Magana
California
$18.5K +$13.3K +13 +260%
FW
1962
Fairway Wealth
Ohio
$17.4K +$17.4K +17 New
SRCM
1963
Signature Resources Capital Management
California
$17.4K +$17.4K +17 New
PA
1964
Pineridge Advisors
Missouri
$16.5K +$11.3K +11 +220%
WWP
1965
WR Wealth Planners
Missouri
$16.4K -$12.3K -12 -43%
GWSA
1966
Global Wealth Strategies & Associates
Colorado
$16.4K +$10.3K +10 +167%
MRP
1967
Measured Risk Portfolios
California
$16.4K +$16.4K +16 New
VWA
1968
VSM Wealth Advisory
Maryland
$16.4K +$16.4K +16 New
GPFA
1969
Game Plan Financial Advisors
Ohio
$15.3K +$15.3K +15 New
TCM
1970
Tributary Capital Management
Nebraska
$14.4K – – –
FWA
1971
Flagship Wealth Advisors
Massachusetts
$14.4K +$14.4K +14 New
CAWM
1972
Capital A Wealth Management
Pennsylvania
$14.4K +$14.4K +14 New
NMG
1973
New Millennium Group
Utah
$14.1K – – –
MSG
1974
Main Street Group
Virginia
$13.3K – – –
ACM
1975
Anfield Capital Management
California
$13.3K -$2.05K -2 -13%
77 78
79
80 81