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BlackRock Science and Technology Trust
BST

125 hedge funds and large institutions have $406M invested in BlackRock Science and Technology Trust in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

11% more funds holding

Funds holding: 113 → 125 (+12)

1.28% less ownership

Funds ownership: 33.46% → 32.18% (-1.3%)

8% less capital invested

Capital invested by funds: $441M → $406M (-$34.8M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
29
Increased
46
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$10.2M
2
KIM
Karpus Investment Management
New York
+$8.73M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$6.31M
4
Invesco
Invesco
Georgia
+$2.45M
5
WAM
Weiss Asset Management
Massachusetts
+$2.25M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$31M
2
RCM
Rivernorth Capital Management
Florida
-$6.82M
3
SC
Sculptor Capital
New York
-$6.67M
4
COLIM
City of London Investment Management
United Kingdom
-$4.02M
5
CCP
Clough Capital Partners
Massachusetts
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.33M +$58.6K +1,119 +2%
WAM
27
Weiss Asset Management
Massachusetts
$2.15M +$2.25M +42,984 New
Stifel Financial
28
Stifel Financial
Missouri
$2.13M +$118K +2,246 +6%
AFS
29
Access Financial Services
Minnesota
$1.89M -$875K -16,700 -31%
LPL Financial
30
LPL Financial
California
$1.82M +$278K +5,316 +17%
WE
31
Wealth Effects
Massachusetts
$1.66M +$1.74M +33,174 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$300K +5,725 +24%
CL
33
CSS LLC
Illinois
$1.26M -$236K -4,500 -15%
KA
34
Kovack Advisors
Florida
$1.21M -$58.4K -1,114 -4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.06M +$170K +3,243 +18%
KWM
36
Kingsview Wealth Management
Oregon
$1.03M – – –
CA
37
Claro Advisors
Massachusetts
$1.02M +$295K +5,639 +38%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$1.02M -$18.6K -356 -2%
SS
39
Sunbelt Securities
Texas
$1M -$137K -2,613 -11%
CAN
40
Cetera Advisor Networks
California
$995K +$80.8K +1,542 +8%
NRW
41
Nova R Wealth
Kansas
$987K +$1.03M +19,745 New
CAN
42
Claraphi Advisory Network
United States
$922K +$256K +4,895 +36%
KAS
43
Kestra Advisory Services
Texas
$851K +$14.6K +279 +2%
5L
44
55I LLC
Massachusetts
$788K +$826K +15,762 New
Truist Financial
45
Truist Financial
North Carolina
$778K -$184K -3,509 -18%
BPA
46
Beacon Pointe Advisors
California
$775K – – –
FFWM
47
Future Financial Wealth Management
Ohio
$760K +$414K +7,900 +113%
DWT
48
Dorsey & Whitney Trust
South Dakota
$753K +$41.3K +789 +6%
SI
49
Stephens Inc
Arkansas
$735K +$56.2K +1,072 +8%
SMC
50
Smith, Moore & Co
Missouri
$653K -$15.2K -290 -2%
1
2
3 4 5

BST Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2021, worth a combined $406M — down 7.9% from $441M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BST positions and 15 closed out — a net gain of 14 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $10.2M. The largest seller was Sit Investment Associates, cutting an estimated $31M.

  • 125 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $406M of BlackRock Science and Technology Trust stock for Q4 2021, down 7.9% quarter-over-quarter.
  • 29 funds opened new BlackRock Science and Technology Trust positions in Q4 2021 and 15 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2021 was 1607 Capital Partners, an estimated $10.2M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2021 was Sit Investment Associates, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2021.