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BlackRock Science and Technology Trust

101 hedge funds and large institutions have $285M invested in BlackRock Science and Technology Trust in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 91101 (+10)

3% more capital invested

Capital invested by funds: $276M → $285M (+$8.98M)

0.42% more ownership

Funds ownership: 21.82%22.24% (+0.42%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
31
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
EPG Wealth Management
Georgia
$392K -$33.8K -623 -8%
AWG
52
Altus Wealth Group
Colorado
$362K +$3.64K +67 +1%
HIA
53
Harbor Investment Advisory
Maryland
$359K
SWM
54
Spire Wealth Management
Virginia
$328K +$333K +6,133 New
BCA
55
Bay Colony Advisors
Massachusetts
$318K +$3.04K +56 +0.9%
MCP
56
Mirador Capital Partners
California
$311K +$316K +5,824 New
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$307K +$380 +7 +0.1%
QCIG
58
Quad-Cities Investment Group
Iowa
$301K -$60.9K -1,122 -17%
LFF
59
Level Four Financial
Texas
$296K +$45.6K +840 +18%
APW
60
Aurora Private Wealth
New Jersey
$290K +$543 +10 +0.2%
WS
61
Wedbush Securities
California
$280K +$284K +5,238 New
BSW
62
Buckingham Strategic Wealth
Missouri
$279K +$284K +5,227 New
Brown Advisory
63
Brown Advisory
Maryland
$278K -$6.9K -127 -2%
JP Morgan Chase
64
JP Morgan Chase
New York
$271K -$166K -3,061 -38%
APA
65
American Portfolios Advisors
New York
$257K
Citadel Advisors
66
Citadel Advisors
Florida
$252K +$256K +4,714 New
EM
67
ELCO Management
New York
$243K -$5.49K -101 -2%
SFA
68
Sequoia Financial Advisors
Ohio
$239K -$90.4K -1,665 -27%
CFA
69
Capstone Financial Advisors
Illinois
$216K
PFS
70
Prospera Financial Services
Texas
$215K +$218K +4,019 New
PWM
71
Perigon Wealth Management
California
$214K +$218K +4,010 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$213K +$216K +3,983 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$208K -$4.83K -89 -2%
BFWA
74
Benchmark Financial Wealth Advisors
Florida
$203K +$206K +3,794 New
FF
75
FourThought Financial
Florida
$195K -$43.2K -795 -18%

BST Hedge Fund Activity: Q1 2021 in Review

101 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2021, worth a combined $285M — up 3.3% from $276M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BST positions and 9 closed out — a net gain of 11 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was First Washington Corp, opening a new position worth an estimated $6.02M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.49M.

  • 101 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2021, up from 91 in Q4 2020.
  • Funds reported $285M of BlackRock Science and Technology Trust stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Trust positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2021 was First Washington Corp, an estimated $6.02M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2021.