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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 %
GTAM
1976
Global Trust Asset Management
Florida
$13.3K +$4.1K +4 +44%
SC
1977
Stephens Consulting
Michigan
$12.3K – – –
FGC
1978
Financial Gravity Companies
Texas
$12.3K – – –
CWM
1979
Copia Wealth Management
Oregon
$12.3K +$12.3K +12 New
MFA
1980
McClarren Financial Advisors
Pennsylvania
$12K +$1K +1 +9%
GWM
1981
Guardian Wealth Management
Illinois
$11.3K – – –
FWM
1982
FSA Wealth Management
Massachusetts
$11.3K -$16.4K -16 -59%
PCWA
1983
Pacific Capital Wealth Advisors
California
$11.3K -$3.08K -3 -21%
AF
1984
Atala Financial
California
$11.3K +$11.3K +11 New
FFA
1985
Frazier Financial Advisors
Ohio
$10.3K – – –
OIA
1986
Optimum Investment Advisors
Illinois
$10.3K – – –
WA
1987
WPG Advisers
Maryland
$10.3K +$10.3K +10 New
KFP
1988
Keener Financial Planning
Texas
$10K +$10K +10 New
PP
1989
PrairieView Partners
Minnesota
$10K +$10K +10 New
CIR
1990
Clear Investment Research
Georgia
$9.39K +$9.39K +9 New
WCM
1991
Westend Capital Management
California
$8.2K – – –
JGIA
1992
Jackson Grant Investment Advisers
Connecticut
$8.2K – – –
BTD
1993
BankPlus Trust Department
Mississippi
$8.2K +$8.2K +8 New
HWM
1994
Horizons Wealth Management
North Carolina
$7.18K – – –
CCC
1995
Chelsea Counsel Company
California
$7.18K – – –
OLVIG
1996
Oliver Lagore Vanvalin Investment Group
Michigan
$7.18K – – –
ETS
1997
ESL Trust Services
New York
$7.18K – – –
CF
1998
Conquis Financial
California
$7.18K +$7.18K +7 New
PA
1999
PSI Advisors
Florida
$6.71K – – –
SIC
2000
SJS Investment Consulting
Ohio
$6.15K -$11.3K -11 -65%
78 79
80
81 82