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BlackRock Science and Technology Trust
BST

95 hedge funds and large institutions have $189M invested in BlackRock Science and Technology Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

0.74% more ownership

Funds ownership: 22.55% → 23.29% (+0.74%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 97 → 95 (-2)

67% less capital invested

Capital invested by funds: $571M → $189M (-$382M)

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$2.67M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.35M
3
Morgan Stanley
Morgan Stanley
New York
+$2.23M
4
Ameriprise
Ameriprise
Minnesota
+$2.17M
5
RJA
Raymond James & Associates
Florida
+$873K

Top Sellers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
-$2.22M
2
Invesco
Invesco
Georgia
-$2.01M
3
Bank of America
Bank of America
North Carolina
-$763K
4
UBS Group
UBS Group
Switzerland
-$412K
5
First Trust Advisors
First Trust Advisors
Illinois
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$752K +$13.1K +411 +2%
WE
27
Wealth Effects
Massachusetts
$725K -$26K -818 -4%
KWM
28
Kingsview Wealth Management
Oregon
$714K +$61.1K +1,923 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$610K +$599K +18,863 New
SI
30
Stephens Inc
Arkansas
$599K +$63.6K +2,000 +12%
AWA
31
Arete Wealth Advisors
Illinois
$599K +$129K +4,067 +28%
IAIM
32
International Assets Investment Management
Florida
$575K +$706K +22,202 New
CA
33
Claro Advisors
Massachusetts
$574K -$87.5K -2,753 -13%
SC
34
Stolper & Co
Oklahoma
$574K -$39K -1,227 -6%
BRWA
35
B. Riley Wealth Advisors
Florida
$568K -$35.5K -1,118 -6%
AFG
36
Atomi Financial Group
New York
$566K +$556K +17,490 New
KAS
37
Kestra Advisory Services
Texas
$558K -$35.1K -1,104 -6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$553K -$123K -3,876 -18%
Jane Street
39
Jane Street
New York
$539K +$228K +7,167 +75%
SMC
40
Smith, Moore & Co
Missouri
$519K -$27K -850 -5%
HighTower Advisors
41
HighTower Advisors
Illinois
$466K +$39.2K +1,234 +9%
PFS
42
Prospera Financial Services
Texas
$441K +$4.29K +135 +1%
APW
43
Aurora Private Wealth
New Jersey
$430K -$15.6K -491 -4%
GVAG
44
Great Valley Advisor Group
Delaware
$357K -$27K -850 -7%
NLP
45
Next Level Private
New York
$351K – – –
HH
46
Hilltop Holdings
Texas
$333K +$6.83K +215 +2%
PWM
47
Perigon Wealth Management
California
$326K +$604 +19 +0.2%
FA
48
Faithward Advisors
Pennsylvania
$311K +$313K +9,855 New
FFWM
49
Future Financial Wealth Management
Ohio
$305K – – –
LFAS
50
Level Four Advisory Services
Texas
$298K +$3.21K +101 +1%
1
2
3 4 5

BST Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2023, worth a combined $189M — down 67% from $571M a quarter earlier.

Fund positioning in BST was balanced in Q1 2023: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 27 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.67M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.22M sold.

  • 95 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2023, down from 97 in Q4 2022.
  • Funds reported $189M of BlackRock Science and Technology Trust stock for Q1 2023, down 67% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q1 2023 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2023 was Wedbush Securities, an estimated $2.67M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2023 was Sowell Financial Services, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.