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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 %
FPCP
2001
Fort Point Capital Partners
California
– -$302K -384 Closed
BIAS
2002
Beacon Investment Advisory Services
New Jersey
– -$289K -367 Closed
AL
2003
Aspiriant LLC
California
– -$288K -366 Closed
CWM
2004
CarsonAllaria Wealth Management
Illinois
– -$287K -364 Closed
PI
2005
PEAK6 Investments
Illinois
– -$286K -363 Closed
CFP
2006
Cascade Financial Partners
California
– -$278K -353 Closed
CA
2007
Cornerstone Advisory
Maryland
– -$276K -351 Closed
SCP
2008
Sivia Capital Partners
California
– -$275K -349 Closed
HCM
2009
Hillman Capital Management
Maryland
– -$275K -349 Closed
HP
2010
Hyperion Partners
Pennsylvania
– -$272K -346 Closed
RIA
2011
Realta Investment Advisors
Delaware
– -$267K -339 Closed
TWP
2012
Triad Wealth Partners
Kansas
– -$265K -337 Closed
SDJVC
2013
St. Denis J. Villere & Co
Louisiana
– -$264K -335 Closed
MHS
2014
M Holdings Securities
Oregon
– -$262K -333 Closed
SCM
2015
Stevens Capital Management
Pennsylvania
– -$261K -332 Closed
GWMR
2016
GC Wealth Management RIA
Massachusetts
– -$261K -332 Closed
CIA
2017
Cape Investment Advisory
Georgia
– -$253K -321 Closed
DPIM
2018
Duff & Phelps Investment Management
Illinois
– -$252K -320 Closed
CWM
2019
Cahaba Wealth Management
Georgia
– -$250K -317 Closed
AWA
2020
Amplius Wealth Advisors
Pennsylvania
– -$250K -317 Closed
FCIM
2021
Fairview Capital Investment Management
California
– -$245K -311 Closed
TAM
2022
Taurus Asset Management
New York
– -$236K -300 Closed
SWP
2023
ShoreHaven Wealth Partners
New Jersey
– -$236K -300 Closed
WCF
2024
West Coast Financial
California
– -$234K -297 Closed
MFS
2025
Mirabella Financial Services
United Kingdom
– -$225K -286 Closed
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