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BlackRock Science and Technology Trust
BST

101 hedge funds and large institutions have $195M invested in BlackRock Science and Technology Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

9% more funds holding

Funds holding: 93 → 101 (+8)

0.97% more ownership

Funds ownership: 23.67% → 24.64% (+0.97%)

5% less capital invested

Capital invested by funds: $206M → $195M (-$10.5M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.77M
2
Invesco
Invesco
Georgia
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$867K
4
EC
Elequin Capital
New York
+$553K
5
WS
Wedbush Securities
California
+$551K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$691K
3
CF
Centaurus Financial
California
-$391K
4
EH
Equitable Holdings
New York
-$375K
5
JP Morgan Chase
JP Morgan Chase
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
26
NBC Securities
Alabama
$1M +$1.06M +31,915 New
Truist Financial
27
Truist Financial
North Carolina
$977K +$37.3K +1,122 +4%
CAN
28
Cetera Advisor Networks
California
$838K +$74.9K +2,250 +9%
KWM
29
Kingsview Wealth Management
Oregon
$788K -$2.03K -61 -0.2%
OC
30
Oppenheimer & Co
New York
$739K +$8.42K +253 +1%
WE
31
Wealth Effects
Massachusetts
$702K -$8.55K -257 -1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$684K +$53.2K +1,600 +8%
SI
33
Stephens Inc
Arkansas
$614K +$33.3K +1,000 +5%
BRWA
34
B. Riley Wealth Advisors
Florida
$607K +$73.3K +2,203 +13%
AWA
35
Arete Wealth Advisors
Illinois
$590K -$31.2K -939 -5%
IWM
36
IHT Wealth Management
Illinois
$584K +$393K +11,800 +173%
KAS
37
Kestra Advisory Services
Texas
$578K -$54.1K -1,627 -8%
CA
38
Claro Advisors
Massachusetts
$560K +$898 +27 +0.2%
SC
39
Stolper & Co
Oklahoma
$538K -$7.55K -227 -1%
SMC
40
Smith, Moore & Co
Missouri
$530K -$1.66K -50 -0.3%
EC
41
Elequin Capital
New York
$522K +$553K +16,616 New
AFG
42
Atomi Financial Group
New York
$516K -$5.99K -180 -1%
LFAS
43
Level Four Advisory Services
Texas
$507K -$104K -3,126 -16%
IAIM
44
International Assets Investment Management
Florida
$444K +$46.2K +1,388 +11%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$441K -$27K -811 -5%
GVAG
46
Great Valley Advisor Group
Delaware
$437K – – –
FSI
47
Flow State Investments
Illinois
$425K +$450K +13,532 New
HH
48
Hilltop Holdings
Texas
$382K +$26.2K +786 +7%
EH
49
Equitable Holdings
New York
$375K -$375K -11,256 -49%
APW
50
Aurora Private Wealth
New Jersey
$360K -$11.6K -349 -3%
1
2
3 4 5

BST Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2023, worth a combined $195M — down 5.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BST positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.77M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 101 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2023, up from 93 in Q2 2023.
  • Funds reported $195M of BlackRock Science and Technology Trust stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2023 was Osaic Holdings, an estimated $2.77M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2023 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.