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BLK · Financial Services · Asset Management · Market cap $162.53B

3 funds in our archive have pitched BlackRock — most recently Nightview Capital NITE ETF in June 2026.

Company profile

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York, New York with additional offices in Atlanta, Georgia; Boston, Massachusetts; Chicago, Illinois; Dallas, Texas; Denver, Colorado; Greenwich, Connecticut; Houston, Texas; Miami, Florida; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Princeton, New Jersey; San Francisco, California; Santa Monica, California; Seattle, Washington; Washington, DC; West Palm Beach, Florida; Wilmington, Delaware; Mexico; Canada; South Africa; Netherlands; Greece; Serbia; Belgium; Hungary; Denmark; Ireland; Scotland; Germany; Switzerland; England; Luxembourg; Spain; Italy; France; Sweden; Austria; India; China; Australia; Hong Kong; South Korea; Singapore; Taiwan; Japan; Colombia; Argentina; Peru; Chile; Brazil; UAE; Saudi Arabia; Israel.

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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
9
Letters

Position history

Between Q4 2024 and Q3 2026, 3 fund letters reported a position in BlackRock1 opened or added to the position.

Fund letters reporting a position in BlackRock, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20262101
Q4 20250001
Q4 20240001

Fund activity · 3 positions · 1 move

Also mentioned · 4

These funds discuss BlackRock — as a competitor, benchmark or comparable — without disclosing a position in it.

  • NextEra’s acquisition follows recent M&A in the sector including BlackRock and EQT’s $33.3bn take-private of power plant operator AES and Constellation’s $27bn takeover of rival Calpine.
    BlackRock
  • June 2026
    That said, the structure is not airtight. The newer "evergreen" funds marketed to wealthy individuals do permit periodic withdrawals, generally capped near 5% of the fund each quarter, and this year, those caps were tested across the industry. Blackstone, BlackRock, Blue Owl, and Partners Group, among others, saw redemption requests run past the limit; some “gated” the excess, and some, like Blackstone, put their own capital in to meet it. But a gate is the safety valve working. It is the very mechanism that stops a stampede from forcing assets to be sold into a falling market.
    BlackRock
  • MentionedNinepoint Partners Mid‑Year Outlook
    June 2026
    In 2026, the NYSE and Nasdaq each unveiled plans for tokenized stock platforms, Morgan Stanley announced plans to launch a digital wallet for tokenized RWAs, and the S&P 500 officially became tradable onchain, among many other examples. BlackRock CEO Larry Fink recently remarked5 that tokenization today is “where the internet was in 1996” and that the financial services industry is at the “beginning of the tokenization of all assets.”
    BlackRock
  • NextEra’s acquisition follows recent M&A in the sector including BlackRock and EQT’s $33.3bn take-private of power plant operator AES and Constellation’s $27bn takeover of rival Calpine.
    BlackRock

Fund coverage · 3 theses

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