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 %
WF
2026
Wayfinding Financial
Washington
– -$222K -283 Closed
CAWM
2027
Capital Advisors Wealth Management
Washington
– -$222K -282 Closed
WKSWA
2028
White Knight Strategic Wealth Advisors
New Jersey
– -$219K -278 Closed
CPC
2029
Congress Park Capital
New York
– -$217K -275 Closed
CPR
2030
CSU Producer Resources
Ohio
– -$217K -275 Closed
SOS
2031
Silver Oak Securities
Tennessee
– -$216K -275 Closed
FWM
2032
Foguth Wealth Management
Michigan
– -$215K -273 Closed
WMWM
2033
Whitaker-Myers Wealth Managers
Ohio
– -$203K -258 Closed
WB
2034
West Bancorporation
Iowa
– -$203K -258 Closed
BFA
2035
Beacon Financial Advisory
Ohio
– -$201K -255 Closed
CP
2036
Camelot Portfolios
Ohio
– -$165K -210 Closed
CWC
2037
Carolinas Wealth Consulting
North Carolina
– -$161K -205 Closed
TFF
2038
The Family Firm
Maryland
– -$145K -185 Closed
IWA
2039
IBEX Wealth Advisors
New Jersey
– -$127K -161 Closed
OWA
2040
Opal Wealth Advisors
New York
– -$102K -130 Closed
A
2041
AlphaQuest
New York
– -$94.5K -120 Closed
KFS
2042
Kelly Financial Services
Massachusetts
– -$83.6K -106 Closed
BL
2043
BFSG LLC
California
– -$83.5K -106 Closed
MFG
2044
Mendota Financial Group
Wisconsin
– -$77.3K -98 Closed
CFS
2045
CGC Financial Services
Oregon
– -$59K -75 Closed
EWP
2046
Elevation Wealth Partners
California
– -$53.7K -68 Closed
BC
2047
Barrett & Company
Rhode Island
– -$45.1K -57 Closed
ME
2048
McIlrath & Eck
Washington
– -$42.6K -54 Closed
OA
2049
Operose Advisors
Wisconsin
– -$33.1K -42 Closed
CWM
2050
Cedar Wealth Management
California
– -$33.1K -42 Closed
80 81
82
83 84