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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Edge MSCI Multifactor USA ETF $110,887,000
iShares Edge MSCI USA Size Factor ETF $36,546,000
iShares Global REIT ETF $28,000,000
SPDR S&P 600 Small Cap ETF $7,243,000
iShares MSCI Kokusai ETF $4,546,000
iShares Edge MSCI Multifactor USA Small-Cap ETF $3,588,000
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF $3,113,000
iShares Edge MSCI Intl Size Factor ETF $2,747,000
iShares Adaptive Currency Hedged MSCI Japan ETF $2,587,000
iShares Adaptive Currency Hedged MSCI EAFE ETF $1,858,000
iShares Adaptive Currency Hedged MSCI Eurozone ETF $780,000
iShares iBonds Dec 2022 Term Muni Bond ETF $310,000
iShares iBonds Dec 2021 Term Muni Bond ETF $308,000
VanEck Vectors Egypt Index ETF $288,000
iShares MSCI Qatar Capped ETF $201,000
iShares MSCI UAE Capped ETF $138,000
VanEck Vectors Short High-Yield Municipal Index ETF $25,000
Schwab Fundamental Emerging Markets Large Company Index ETF $17,000
Vanguard Russell 1000 Index Fund $14,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $12,000
iShares iBonds Sep 2019 Term Muni Bond ETF $10,000
iShares Interest Rate Hedged Corporate Bond ETF $10,000
Vanguard Russell 2000 Growth Index Fund $8,000
Vanguard Russell 3000 Index Fund $5,000
iShares Edge MSCI Multifactor Emerging Markets ETF $3,000
iShares Morningstar Small-Cap Value ETF $2,000
Fidelity MSCI Consumer Discretionary Index ETF $2,000
VanEck Vectors AMT-Free Short Municipal Index ETF $1,000
SPDR S&P 500 Buyback ETF $1,000
SPDR Bloomberg Barclays Issuer Scored Corporate Bond ETF $1,000
SPDR S&P 1500 Value TILT ETF $1,000
iShares Edge MSCI Intl Momentum Factor ETF $1,000

    Assets

    Assets

    Last updated on June 6, 2019
      • $1.5T
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 458
        Accounts
      • $3.3B
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    35

    name start date
    Hollie Gill Fagan
    May 2010
    Arin M Horesh
    July 2012
    Risa Moriyama Sistos
    February 2008
    Kelsey Anne Zwiebel
    January 2007
    Kevin Peter Walsh
    August 2005

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      1885 Private Opportunities Gp, LLC -- --
      Asia-Pacific Private Credit Opportunities Fund I (Genpar), L.P. -- --
      Aviation Holdings Genpar Ii, LLC -- --
      Aviation Holdings Genpar, LLC -- --
      Aviation Holdings III (Genpar), LLC -- --
      Baa Azure Harbour (Genpar), LLC -- --
      Baa Co-Investment Fund (Genpar), LLC -- --
      Baa Co-Investment Fund II (Genpar), LLC -- --
      Baa Co-Investment Fund III (Genpar), LLC -- --
      Baa Co-Investment Fund IV (Genpar), LLC -- --
      Baa Co-Investment Fund V (Genpar), LLC -- --
      Baa Columbia River (Genpar), LLC -- --
      Baa Erudite Ars (Genpar), LLC -- --
      Baa Financial Ventures II (Genpar), LLC -- --
      Baa K Special Opportunity Fund (Genpar), LLC -- --
      Baa Malt (Genpar), LLC -- --
      Baa Private Capital 2002 (Genpar), LLC -- --
      Baa Private Capital II (Genpar), LLC -- --
      Baa Private Capital III (Genpar), LLC -- --
      Baa Real Assets (Genpar), LLC -- --
      Baa Real Assets II (Genpar), LLC -- --
      Bel45 Private Opportunities Gp, LLC -- --
      Blackrock (Channel Islands) Limited -- --
      Blackrock (Luxembourg) S.A. -- --
      Blackrock (Netherlands) B.V. -- --
      Blackrock (Shanghai) Co.,Ltd -- --
      Blackrock (Singapore) Limited IAR $19,725,495,044
      Blackrock Advisors (Uk) Limited IAR $0
      Blackrock Advisors, LLC IAR $595,010,615,596
      Blackrock Alternative Advisors (Genpar), LLC -- --
      Blackrock Alternative Advisors II (Genpar), LLC -- --
      Blackrock Alternatives Management, LLC IAR $5,838,679,176
      Blackrock Asf Private Opportunities Gp, LLC -- --
      Blackrock Asset Management Canada Limited IAR $0
      Blackrock Asset Management Deutschland Ag -- --
      Blackrock Asset Management International Inc. -- --
      Blackrock Asset Management Ireland Limited -- --
      Blackrock Asset Management North Asia Limited IAR $48,350,256,988
      Blackrock Asset Management Schweiz Ag IAR $3,285,916,020
      Blackrock Brasil Gestora De Investtimentos Ltda. -- --
      Blackrock Capital Investment Advisors, LLC IAR $758,023,255
      Blackrock Capital Management, Inc. IAR $62,821,298,086
      Blackrock Capital Markets Partners Fund (Genpar), LLC -- --
      Blackrock Cascade Opportunities Fund (Genpar), LLC -- --
      Blackrock Credit Alpha (Genpar), L.L.C. -- --
      Blackrock Divpep I, LLC -- --
      Blackrock Divpep Ii, LLC -- --
      Blackrock Divpep III LLC -- --
      Blackrock Divpep Iii, LLC -- --
      Blackrock Divpep IV LLC -- --
      Blackrock Divpep V, LLC -- --
      Blackrock Elpt Gp, LLC -- --
      Blackrock Energy Opportunity Fund Gp, LLC -- --
      Blackrock Europe Development Management Limited -- --
      Blackrock Execution Services Broker-Dealer --
      Blackrock Financial Management, Inc IAR $833,489,406,870
      Blackrock Fund Management Company S.A. -- --
      Blackrock Fund Managers Limited -- --
      Blackrock Global Renewable Power Fund II (Genpar), L.P. -- --
      Blackrock Global Renewable Power Fund II (Uk Genpar), LLP -- --
      Blackrock Gp VI Ltd -- --
      Blackrock Growth Markets I Genpar, L.P. -- --
      Blackrock Growth Markets II Genpar, L.P. -- --
      Blackrock Growth Opportunities Genpar, L.P. -- --
      Blackrock Growth Opportunities II Genpar, L.P. -- --
      Blackrock Gsa Private Opportunities Gp, LLC -- --
      Blackrock Infrastructure I Genpar, L.P. -- --
      Blackrock Infrastructure II Genpar, L.P. -- --
      Blackrock Infrastructure Management I, LLC -- --
      Blackrock Infrastructure Master Carry, L.P. - Gepif III Series -- --
      Blackrock Institutional Trust Company, N.A. -- --
      Blackrock International Limited IAR $39,995,192,287
      Blackrock Inverwood Private Opportunities Gp, LLC -- --
      Blackrock Investment Management (Australia) Limited -- --
      Blackrock Investment Management (Dublin) Limited -- --
      Blackrock Investment Management (Korea) Limited -- --
      Blackrock Investment Management (Taiwan) Limited -- --
      Blackrock Investment Management (Uk) Limited IAR $0
      Blackrock Investment Management, LLC IAR $257,294,565,689
      Blackrock Investments, LLC Broker-Dealer --
      Blackrock Japan Co., Ltd. -- --
      Blackrock Life Limited -- --
      Blackrock Master Hedge Fund (Genpar), LLC -- --
      Blackrock Md Private Opportunities Gp, LLC -- --
      Blackrock México Operadora, S.A. De C.V., Sociedad Operadora De Fondos De Inversion -- --
      Blackrock Msv Private Opportunities Gp, LLC -- --
      Blackrock Nhrs Gp, LLC -- --
      Blackrock Operations (Luxembourg) S.A R.L. -- --
      Blackrock Pe Select Fund I (Gp), LLC -- --
      Blackrock Pe Select Fund II (Gp), LLC -- --
      Blackrock Pof II (Gp), L.P. -- --
      Blackrock Pof III (Gp), LLC -- --
      Blackrock Pof IV (Gp), LLC -- --
      Blackrock Portable Alpha Investment Strategies (Genpar) LLC -- --
      Blackrock Private Equity Ak, LLC -- --
      Blackrock Private Equity Erb Gp, LLC -- --
      Blackrock Private Equity Genpar, L.P. -- --
      Blackrock Private Equity II Genpar, L.P. -- --
      Blackrock Private Equity III Genpar, L.P. -- --
      Blackrock Private Equity IV Genpar, L.P. -- --
      Blackrock Private Equity IV Sgp Limited -- --
      Blackrock Private Equity Nm Ii, LLC -- --
      Blackrock Private Equity Nm, LLC -- --
      Blackrock Private Equity Wy, LLC -- --
      Blackrock Property Asia Limited -- --
      Blackrock Property Consulting (Beijing) Co., Ltd. -- --
      Blackrock Property France Sarl -- --
      Blackrock Property Malaysia Sdn. Bhd. -- --
      Blackrock Realty Advisors Inc IAR $1,486,978,353
      Blackrock Rrr (Genpar), LLC -- --
      Blackrock Sonj II Gp, LLC -- --
      Blackrock Special Gp (England) LLP -- --
      Blackrock Special Gp (Scotland) LLP -- --
      Blackrock Special Opportunities Gp Iii, LLC -- --
      Blackrock Special Opportunities Gp, LLC -- --
      Blackrock Strategic Investors Gp, LLC -- --
      Blk2018 Core Private Equity Gp, LLC -- --
      Blk2018 Private Opportunities Gp, LLC -- --
      Blue Peninsula Fund (Genpar), LLC -- --
      Boardwalk I (Genpar), LLC -- --
      Bopa1 (Genpar), LLC -- --
      Br Co-Investment Alfa Beta Gp, LLC -- --
      Br Core Plus Gp, LLC -- --
      Br Opportunistic Gp, LLC -- --
      Br/Ov Gp, LLC -- --
      Camps Bay Fund (Genpar), LLC -- --
      Co-Investment Income Fund (Genpar), LLC -- --
      Coastline Fund (Genpar), LLC -- --
      Coin Private Opportunities Gp, LLC -- --
      Cpl Bai Investments Gp, LLC -- --
      Emmpd Fund I Gp S.À R.L. -- --
      Empirepm B 2017-10 (Genpar), LLC -- --
      Facultas Chico Holdings (Genpar), LLC -- --
      Facultas Fund (Genpar), LLC -- --
      Facultas Fund 2 (Genpar), LLC -- --
      Fair (Genpar), LLC -- --
      Fair Lane Investment Partners (Genpar), LLC -- --
      Feronia Gp, LLC -- --
      Fixed Income Opportunities Nero (Genpar), LLC -- --
      Fm Private Opportunities Gp, LLC -- --
      Futureadvisor, Inc. -- --
      Fv Gp, LLC -- --
      Gco Lux Gp Sàrl -- --
      Gco Lux Multi-Feeder Gp S.À R.L. -- --
      Gepif II Warehouse Alternative B Gp, Ltd. -- --
      Gepif III (Genpar), LLC -- --
      Gid Program General Partner S.A.R.L. -- --
      Global Credit Opportunities Fund (Genpar), LLC -- --
      Global Energy & Power Infrastructure Advisors, L.L.C. -- --
      Global Energy & Power Infrastructure Gp II Limited -- --
      Global Energy & Power Infrastructure Gp Ii, L.P. -- --
      Global Energy & Power Infrastructure Gp, L.P. -- --
      Global Energy & Power Infrastructure II Advisors, L.L.C. -- --
      High Cedar Gp, LLC -- --
      High Rock Gp, LLC -- --
      High Street Gp, LLC -- --
      Ishares (De) I Investmentaktiengesellschaft Mit Teilgesellschaftsvermögen -- --
      Ishares Delaware Trust Sponsor LLC -- --
      Lincoln Pension Private Equity Gp, LLC -- --
      Mercury Carry Company Limited -- --
      Middle Market Senior Fund Gp S.À R.L. -- --
      Msr Banner (Genpar), LLC -- --
      Msr Special (Genpar), LLC -- --
      Multi-Alternative Opportunities Fund (Genpar), LLC -- --
      Nc Garnet Fund (Genpar), LLC -- --
      Ndsib Private Opportunities Gp, LLC -- --
      Oak Marsh Global Opportunities Fund (Genpar), LLC -- --
      Orange 2015 Dislocredit Fund (Genpar), LLC -- --
      Orange Pep Gp, LLC -- --
      Pep Asga Investments Gp, LLC -- --
      Pep I Gp, LLC -- --
      Pep Tellco Investments Gp 1, LLC -- --
      Pof IV Gp S.À R.L. -- --
      Portfolio Administration & Management Ltd -- --
      Private Equity Partners Gp (Us) Vii, L.P. -- --
      Private Equity Partners Gplp Vii, L.P. -- --
      Project Finale Co-Investment Fund (Genpar), L.L.C. -- --
      Project Tetl Investco (Genpar), LLC -- --
      Red River Private Equity Ii, LLC -- --
      Red River Private Equity Iii, LLC -- --
      Red River Private Equity, LLC -- --
      South Pass, LLC -- --
      Special Credit Opportunities (Genpar), LLC -- --
      Special Credit Opportunities (Parallel) (Genpar) Ii, LLC -- --
      Special Credit Opportunities (Parallel) (Genpar) Iv, LLC -- --
      Special Credit Opportunities (Parallel) (Genpar) V, LLC -- --
      Svof/Mm, LLC IAR $1,057,000,000
      Tango Capital Opportunities Gp, LLC -- --
      Tennenbaum Capital Partners, LLC IAR $8,605,275,289
      Tfo Private Opportunities Gp, LLC -- --
      Topanga Private Opportunities Gp, LLC -- --
      Value Credit Partners (Genpar), LLC -- --
      Vfl Co Invest Partners Gp, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Charles Choon Sik Park Chief Compliance Officer August, 2006 less than 5%
        Daniel Russell Waltcher Director December, 2009 less than 5%
        Laurence Douglas Fink Chief Executive Officer December, 2009 less than 5%
        Robert Steven Kapito President December, 2009 less than 5%
        Gary Stephen Shedlin Director June, 2015 less than 5%
        Robert Lawrence Goldstein Director June, 2015 less than 5%
        Christopher Joseph Meade General Counsel And Chief Legal Officer November, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets