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BlackRock Science and Technology Trust
BST

107 hedge funds and large institutions have $233M invested in BlackRock Science and Technology Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 108 → 107 (-1)

5.57% less ownership

Funds ownership: 30.55% → 24.98% (-5.6%)

10% less capital invested

Capital invested by funds: $260M → $233M (-$27M)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.53M
2
Ameriprise
Ameriprise
Minnesota
+$531K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$387K
4
LPL Financial
LPL Financial
California
+$375K
5
Wells Fargo
Wells Fargo
California
+$358K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52M
2
AWM
AE Wealth Management
Kansas
-$498K
3
Invesco
Invesco
Georgia
-$451K
4
RJA
Raymond James & Associates
Florida
-$403K
5
HF
HRT Financial
New York
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.2M +$9.03K +251 +0.8%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.19M -$58.5K -1,627 -5%
Truist Financial
28
Truist Financial
North Carolina
$1.17M +$47.5K +1,320 +4%
NS
29
NBC Securities
Alabama
$1.12M -$44.4K -1,233 -4%
AWS
30
Atria Wealth Solutions
New York
$928K -$231K -6,419 -20%
KWM
31
Kingsview Wealth Management
Oregon
$908K -$12.2K -340 -1%
WE
32
Wealth Effects
Massachusetts
$791K -$34.6K -962 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$748K -$1.51K -42 -0.2%
AWA
34
Arete Wealth Advisors
Illinois
$698K +$8.92K +248 +1%
IWM
35
IHT Wealth Management
Illinois
$694K +$10.8K +300 +2%
JP Morgan Chase
36
JP Morgan Chase
New York
$655K +$755 +21 +0.1%
SI
37
Stephens Inc
Arkansas
$647K – – –
SC
38
Stolper & Co
Oklahoma
$634K +$4.07K +113 +0.7%
KAS
39
Kestra Advisory Services
Texas
$615K -$29.9K -830 -5%
BRWA
40
B. Riley Wealth Advisors
Florida
$607K -$13K -361 -2%
IAIM
41
International Assets Investment Management
Florida
$568K +$41.7K +1,158 +8%
AFG
42
Atomi Financial Group
New York
$555K -$20.3K -565 -4%
FFWM
43
Future Financial Wealth Management
Ohio
$539K +$144K +4,000 +38%
SMC
44
Smith, Moore & Co
Missouri
$516K -$86.5K -2,405 -15%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$509K -$37.1K -1,032 -7%
CA
46
Claro Advisors
Massachusetts
$508K -$40.3K -1,119 -8%
GVAG
47
Great Valley Advisor Group
Delaware
$495K – – –
SP
48
Stonebrook Private
Michigan
$489K -$35K -972 -7%
HH
49
Hilltop Holdings
Texas
$465K +$9.71K +270 +2%
EH
50
Equitable Holdings
New York
$429K +$180K +5,011 +76%
1
2
3 4 5

BST Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2024, worth a combined $233M — down 10% from $260M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BST positions and 15 closed out — a net gain of 1 holder — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $52M.

  • 107 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $233M of BlackRock Science and Technology Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Trust positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.53M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2024 was Morgan Stanley, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2024.