We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

93 hedge funds and large institutions have $206M invested in BlackRock Science and Technology Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $189M → $206M (+$17.2M)

0.39% more ownership

Funds ownership: 23.29% → 23.67% (+0.39%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 95 → 93 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
38
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$2.25M
2
SFS
Sowell Financial Services
Arkansas
+$2.16M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.25M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$598K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.29M
2
Morgan Stanley
Morgan Stanley
New York
-$760K
3
Jane Street
Jane Street
New York
-$539K
4
PFS
Prospera Financial Services
Texas
-$441K
5
Bank of America
Bank of America
North Carolina
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.03M +$53.8K +1,661 +6%
KWM
27
Kingsview Wealth Management
Oregon
$866K +$99.6K +3,072 +14%
CAN
28
Cetera Advisor Networks
California
$841K -$17K -523 -2%
OC
29
Oppenheimer & Co
New York
$801K +$194 +6 +0%
EH
30
Equitable Holdings
New York
$799K -$106K -3,264 -12%
WE
31
Wealth Effects
Massachusetts
$778K +$5.9K +182 +0.8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$695K +$42.4K +1,308 +7%
KAS
33
Kestra Advisory Services
Texas
$690K +$90.2K +2,783 +16%
AWA
34
Arete Wealth Advisors
Illinois
$679K +$38.8K +1,196 +6%
LFAS
35
Level Four Advisory Services
Texas
$663K +$326K +10,050 +109%
SI
36
Stephens Inc
Arkansas
$638K – – –
CA
37
Claro Advisors
Massachusetts
$613K +$1.88K +58 +0.3%
SC
38
Stolper & Co
Oklahoma
$597K -$13.2K -408 -2%
BRWA
39
B. Riley Wealth Advisors
Florida
$590K -$13.5K -418 -2%
SMC
40
Smith, Moore & Co
Missouri
$583K +$29.2K +900 +6%
AFG
41
Atomi Financial Group
New York
$572K -$28.2K -870 -5%
CF
42
Centaurus Financial
California
$521K +$371K +11,453 +312%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$512K -$73.2K -2,259 -13%
GVAG
44
Great Valley Advisor Group
Delaware
$479K +$93.1K +2,872 +26%
IAIM
45
International Assets Investment Management
Florida
$449K -$297K -9,161 -41%
APW
46
Aurora Private Wealth
New Jersey
$406K -$49K -1,512 -11%
HH
47
Hilltop Holdings
Texas
$392K +$35.2K +1,087 +11%
JP Morgan Chase
48
JP Morgan Chase
New York
$384K +$98.1K +3,026 +37%
NLP
49
Next Level Private
New York
$372K – – –
PWM
50
Perigon Wealth Management
California
$329K -$16.7K -515 -5%
1
2
3 4 5

BST Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2023, worth a combined $206M — up 9.1% from $189M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BST and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 38 added.

The largest buyer was Wedbush Securities, adding an estimated $2.25M. The largest seller was Wells Fargo, cutting an estimated $5.29M.

  • 93 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2023, down from 95 in Q1 2023.
  • Funds reported $206M of BlackRock Science and Technology Trust stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Science and Technology Trust positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2023 was Wedbush Securities, an estimated $2.25M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2023 was Wells Fargo, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2023.