What smart money is saying about BlackRock
3 funds in our archive have pitched BlackRock, most recently Nightview Capital NITE ETF in June 2026.
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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Position history
Between Q4 2024 and Q3 2026, 9 fund letters reported a position in BlackRock, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 1 | 0 | 0 |
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 2 moves
- September 2026
“Information technology (+13.0% vs. +7.3%), consumer discretionary (-2.5% vs. -5.1%) and financials (+1.6% vs. -.1%) contributed positively to the relative performance of the Large Cap Core Strategy. Information technology outperformance was driven by overweight positions in Microsoft, Salesforce and Apple and an underweight in memory stocks as software stocks outperformed semiconductor stocks in the quarter. The strategy also benefited from adding semiconductor equipment positions in the quarter. Consumer discretionary outperformance was primarily driven by an overweight in Amazon and an underweight in Tesla. The strategy also benefited from being underweight hotels, restaurants and leisure. Financials benefited from overweights in Mastercard and Blackrock and from not owning Goldman Sachs and Morgan Stanley as banks sold off in September.”
BlackRock - September 2026
“Blackrock is an investment management firm with over $15T in AUM and is one of the largest ETF providers in the world.”
BlackRock - September 2026
“Top 3 Contributors to Relative Performance NewMarket Corporation (NEU) – NEU outperformed on solid results, led by strong growth in Specialty Materials serving aerospace and defense. Petroleum additives also improved, while the company reduced debt and repurchased shares. We remain attracted to NEU's expanding defense capacity, long record of capital returns, and strong cash generation. Chevron Corporation (CVX) – CVX was a top contributor as oil prices rebounded on the unresolved conflict in the Middle East and quarterly results beat expectations on stronger downstream profits. While commodity prices are elevated and outside management's control, we continue to appreciate CVX's disciplined capital allocation, improved prospects for long-term production growth, operational efficiency, and commitment to shareholder returns. BlackRock, Inc. (BLK) – BLK was a top contributor after reporting record revenue and earnings, supported by strong inflows into its ETFs and growth in its technology services business.”
BlackRock - September 2026
“Top 3 Contributors to Relative Performance Chevron Corporation (CVX) – CVX was a top contributor as oil prices rebounded on the unresolved conflict in the Middle East and quarterly results beat expectations on stronger downstream profits. While commodity prices are elevated and outside management's control, we continue to appreciate CVX's disciplined capital allocation, improved prospects for long-term production growth, operational efficiency, and commitment to shareholder returns. Nintendo Co., Ltd. ADR (NTDOY) – NTDOY outperformed as quarterly results came in well ahead of expectations, with demand holding up better than feared despite higher console prices and memory costs. Software sales, which matter most for profitability, were particularly strong. We continue to believe long-term value will be driven by software, digital monetization, and its intellectual property ecosystem, while its large cash balance provides downside protection. BlackRock, Inc. (BLK) – BLK was a top contributor after reporting record revenue and earnings, supported by strong inflows into its ETFs and growth in its technology services business.”
BlackRock - July 2026
Listed in Guinness Global Money Managers Fund’s reported holdings.
BlackRock - June 2026
“Within financials, we rotated toward scale. We roughly doubled our stake in BlackRock and added substantially to Charles Schwab , while trimming Goldman Sachs and Morgan Stanley .”
BlackRock - June 2026
“TE Connectivity and BlackRock were also among the leading detractors from relative performance year-to-date.”
BlackRock - HoldsL&GMarch 2026
“2025 is the year when the AI revolution truly reached private credit. Several multi-billion deals were announced, including Meta’s $29bn AI data centre financing and Microsoft’s $30bn partnership with BlackRock.* This is not a fleeting trend: we expect further growth in private credit financing of digital infrastructure in 2026.”
BlackRock - June 2025
Listed in Madison Dividend Income Fund’s reported holdings.
BlackRock
Also mentioned · 11
These funds discuss BlackRock as a competitor, benchmark or comparable, without disclosing a position in it.
- September 2026
“Examples included Norwegian firm ASP Data Center which develops, owns, and operates data centre infrastructure and Sopaipilla Investor, a joint venture set up between BlackRock and Meta to finance the design and construction of a 960-megawatt data centre under development in El Paso, Texas.”
BlackRock - MentionedPhiloSmith Capital Insurance and FinancialSeptember 2026
Named in a table in PhiloSmith Capital Insurance and Financial’s letter.
BlackRock - July 2026
“Securitize has established partnerships with top managers such as Apollo, BlackRock, KKR as well as many others.”
12 more words on why: read Jacob Funds Internet, Small Cap Growth and Discovery Funds’s full commentBlackRock - MentionedGuinness Sustainable Energy FundJune 2026
“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 - MentionedSVN Capital FundJune 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 OutlookJune 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 - June 2026
“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 - MentionedBroyhill Asset ManagementDecember 2025
“BlackRock CFO described 2025 as “one of those eye-watering white-knuckle roller coaster experiences.””
BlackRock - MentionedNinepointJune 2025
“Growing Demand for Cryptoassets So far, in 2025, we’ve seen rapid, large-scale adoption of crypto, AI and other emerging technologies by institutional players. Asset managers like BlackRock, Fidelity and Apollo are tokenizing real-world assets on public blockchains; major banks are developing stablecoins; and payment giants like Visa and PayPal are expanding crypto access.”
BlackRock - MentionedCove street CapitalJune 2025
“We habitually note in this space and have now booked a Starship flight to take the argument to outer space because it has not seemed relevant for a decade on this planet, credit is arguably more important than the level of interest rates to equity markets. Canaries are apparently extinct as well as coal mines. This summer had record junk debt issuance at spreads as tight as they have ever been. Apollo, Blackrock, KKR, Blue Owl et al continue to raise dollars with impunity.”
BlackRock - MentionedGeneration IMMarch 2025
“Two days later BlackRock left the Net Zero Asset Managers initiative (NZAM).”
BlackRock
Fund coverage · 3 theses
- Nightview Capital NITE ETFJune 2026
BlackRock is favored as a large, durable asset-management platform with compounding scale advantages.
Read the full thesis - The London Company Large CapDecember 2025
BlackRock, Inc. maintains record AUM, strong flows, and robust organic fee growth despite sentiment headwinds, supporting its long-term share gains and steady capital returns.
Read the full thesis - Nightview CapitalDecember 2024
BlackRock’s scale, innovation, and focus on AI and sustainability position it for steady long-term growth
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