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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 %
DI
2026
DAGCO Inc
Ohio
-$152K -187 Closed
RFA
2027
Resurgent Financial Advisors
Georgia
-$138K -170 Closed
TSW
2028
Thompson Siegel & Walmsley
Virginia
-$88K -108 Closed
FBC
2029
Fairfield, Bush & Co
Connecticut
-$69.8K -86 Closed
AP
2030
Arlington Partners
Alabama
-$60.9K -75 Closed
RIM
2031
Rockbridge Investment Management
New York
-$55.2K -68 Closed
WAG
2032
Wiser Advisor Group
Arizona
-$51.8K -64 Closed
FF
2033
Friedenthal Financial
New Jersey
-$46.3K -57 Closed
FWA
2034
FSC Wealth Advisors
New York
-$39.8K -49 Closed
AWM
2035
Ameliora Wealth Management
Switzerland
-$39K -48 Closed
NFA
2036
Northwest Financial Advisors
Virginia
-$31.6K -39 Closed
LFASL
2037
Lugano Financial Advisors SA (LFA)
Switzerland
-$30K -37 Closed
TVAMP
2038
Tennessee Valley Asset Management Partners
Tennessee
-$27.3K -34 Closed
WPWM
2039
Western Pacific Wealth Management
Illinois
-$24.4K -30 Closed
PS
2040
Planned Solutions
California
-$15.4K -19 Closed
DCP
2041
Distillate Capital Partners
Illinois
-$14.6K -18 Closed
ODG
2042
O'Dell Group
Ohio
-$12.2K -15 Closed
NMG
2043
New Millennium Group
Utah
-$11.1K -14 Closed
SAG
2044
Spotlight Asset Group
Illinois
-$7.76K -12 Closed
LI
2045
Louisbourg Investments
New Brunswick, Canada
-$4.06K -5 Closed
PWA
2046
Provenance Wealth Advisors
Florida
-$4.06K -5 Closed
LIWM
2047
Long Island Wealth Management
New York
-$3K -4 Closed
MBFW
2048
Morton Brown Family Wealth
Pennsylvania
-$2.44K -3 Closed
LPP
2049
Life Planning Partners
Florida
-$812 -1 Closed
ACA
2050
American Capital Advisory
Idaho
-$812 -1 Closed