BLK icon

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 %
LA
1976
Legacy Advisors
Pennsylvania
– -$409K -519 Closed
RP
1977
Riverwater Partners
Wisconsin
– -$406K -516 Closed
CFG
1978
Carr Financial Group
Massachusetts
– -$398K -506 Closed
CW
1979
CreativeOne Wealth
Kansas
– -$394K -501 Closed
FCH
1980
Freestone Capital Holdings
Washington
– -$390K -495 Closed
EP
1981
Edgestream Partners
New Jersey
– -$383K -486 Closed
ORC
1982
O'Rourke & Company
Massachusetts
– -$379K -482 Closed
RPWA
1983
Regent Peak Wealth Advisors
Georgia
– -$379K -481 Closed
ACS
1984
Archford Capital Strategies
Illinois
– -$378K -481 Closed
LCWP
1985
Legacy Capital Wealth Partners
Arkansas
– -$368K -467 Closed
PSC
1986
Portman Square Capital
United Kingdom
– -$366K -465 Closed
AGP
1987
Autumn Glory Partners
Texas
– -$366K -465 Closed
HWMG
1988
Hurlow Wealth Management Group
Indiana
– -$360K -457 Closed
NL
1989
NWAM LLC
Washington
– -$357K -453 Closed
SWMP
1990
Signature Wealth Management Partners
New Jersey
– -$355K -451 Closed
AC
1991
Allstate Corporation
Illinois
– -$354K -450 Closed
JHCP
1992
Jackson Hole Capital Partners
Oklahoma
– -$353K -448 Closed
CC
1993
Chicago Capital
Illinois
– -$349K -443 Closed
RFG
1994
RFP Financial Group
Georgia
– -$335K -426 Closed
MW
1995
MBL Wealth
North Carolina
– -$331K -421 Closed
BHCM
1996
Brevan Howard Capital Management
Jersey
– -$331K -421 Closed
AC
1997
ASB Consultores
Florida
– -$321K -408 Closed
ZIG
1998
Zullo Investment Group
Pennsylvania
– -$319K -405 Closed
VT
1999
Vise Technologies
New York
– -$312K -396 Closed
EM
2000
Excalibur Management
Massachusetts
– -$305K -387 Closed
78 79
80
81 82