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BlackRock Science and Technology Trust
BST

113 hedge funds and large institutions have $441M invested in BlackRock Science and Technology Trust in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

40% more capital invested

Capital invested by funds: $316M → $441M (+$125M)

12.43% more ownership

Funds ownership: 21.04% → 33.46% (+12%)

4% more funds holding

Funds holding: 109 → 113 (+4)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
19
Increased
55
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$68.3M
2
RCM
Rivernorth Capital Management
Florida
+$32.1M
3
KIM
Karpus Investment Management
New York
+$15.9M
4
Invesco
Invesco
Georgia
+$12M
5
SC
Sculptor Capital
New York
+$5.04M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.01M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
3
BFS
Bickling Financial Services
Massachusetts
-$904K
4
Lido Advisors
Lido Advisors
California
-$652K
5
PWM
PRW Wealth Management
Massachusetts
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
26
Access Financial Services
Minnesota
$2.85M +$2.95M +54,605 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.37M +$689K +12,735 +39%
Stifel Financial
28
Stifel Financial
Missouri
$2.11M +$149K +2,751 +7%
1CP
29
1607 Capital Partners
Virginia
$1.7M +$1.76M +32,500 New
LPL Financial
30
LPL Financial
California
$1.63M +$352K +6,500 +26%
CL
31
CSS LLC
Illinois
$1.55M +$1.61M +29,740 New
KA
32
Kovack Advisors
Florida
$1.32M +$388K +7,179 +39%
SS
33
Sunbelt Securities
Texas
$1.28M – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$105K +1,939 +9%
WAM
35
Wolverine Asset Management
Illinois
$1.12M +$1.16M +21,520 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$1.08M +$3.19K +59 +0.3%
KWM
37
Kingsview Wealth Management
Oregon
$1.08M +$48.7K +900 +5%
SFS
38
Shaker Financial Services
Virginia
$1.08M +$1.12M +20,623 New
Truist Financial
39
Truist Financial
North Carolina
$995K -$508K -9,386 -33%
CAN
40
Cetera Advisor Networks
California
$958K +$105K +1,949 +12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$935K +$48.3K +893 +5%
KAS
42
Kestra Advisory Services
Texas
$874K -$10.4K -193 -1%
BPA
43
Beacon Pointe Advisors
California
$808K +$838K +15,500 New
CA
44
Claro Advisors
Massachusetts
$775K +$226K +4,186 +39%
DWT
45
Dorsey & Whitney Trust
South Dakota
$745K +$182K +3,365 +31%
SI
46
Stephens Inc
Arkansas
$711K +$737K +13,635 New
CAN
47
Claraphi Advisory Network
United States
$707K +$733K +13,550 New
SMC
48
Smith, Moore & Co
Missouri
$696K +$87.9K +1,625 +14%
MIAN
49
Mariner Independent Advisor Network
Kansas
$656K +$24.6K +454 +4%
PG
50
Patten Group
Tennessee
$639K +$126K +2,327 +23%
1
2
3 4 5

BST Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2021, worth a combined $441M — up 40% from $316M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 13 closed out — a net gain of 6 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $68.3M. The largest seller was Wells Fargo, cutting an estimated $2.01M.

  • 113 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2021, up from 109 in Q2 2021.
  • Funds reported $441M of BlackRock Science and Technology Trust stock for Q3 2021, up 40% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2021 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $68.3M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2021 was Wells Fargo, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2021.