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Blackrock

1,943 hedge funds and large institutions have $99.5B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 765 increasing their positions, 751 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
+22
Holders Change %
+1.15%
% of All Funds
28.17%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.45%
New
155
Increased
765
Reduced
751
Closed
107
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWA
2001
Robinson Smith Wealth Advisors
Maine
-$303K -374 Closed
KFP
2002
Keystone Financial Planning
Ohio
-$300K -369 Closed
FFG
2003
Frisch Financial Group
New York
-$293K -361 Closed
PCIG
2004
Partners Capital Investment Group
Massachusetts
-$287K -353 Closed
LCWP
2005
Legacy Capital Wealth Partners
Arkansas
-$279K -344 Closed
HPIA
2006
Hamilton Point Investment Advisors
North Carolina
-$277K -340 Closed
TCMP
2007
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$270K -332 Closed
SJL
2008
Shayne & Jacobs LLC
Tennessee
-$266K -328 Closed
WIA
2009
World Investment Advisors
California
-$259K -318 Closed
WI
2010
WrapManager Inc
California
-$254K -313 Closed
WA
2011
Wealthstream Advisors
New York
-$242K -298 Closed
KCM
2012
KRS Capital Management
Michigan
-$241K -296 Closed
SLWA
2013
San Luis Wealth Advisors
California
-$237K -292 Closed
KA
2014
Kure Advisory
Minnesota
-$221K -272 Closed
PCM
2015
Princeton Capital Management
New Jersey
-$221K -272 Closed
CRI
2016
Colonial River Investments
Virginia
-$219K -270 Closed
ARC
2017
Advisor Resource Council
Texas
-$215K -265 Closed
CSWG
2018
Cardinal Strategic Wealth Guidance
Kentucky
-$210K -259 Closed
PWW
2019
Pettyjohn Wood & White
Virginia
-$208K -256 Closed
NWM
2020
Northcape Wealth Management
New York
-$204K -251 Closed
LCM
2021
LVM Capital Management
Michigan
-$203K -250 Closed
LWM
2022
Lodestone Wealth Management
Washington
-$202K -249 Closed
BC
2023
Burney Company
Virginia
-$201K -248 Closed
BCM
2024
Brooktree Capital Management
Michigan
-$201K -247 Closed
SAI
2025
Systematic Alpha Investments
New Jersey
-$187K -230 Closed