We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

98 hedge funds and large institutions have $187M invested in BlackRock Science and Technology Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.63% less ownership

Funds ownership: 25.53% → 22.9% (-2.6%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

14% less funds holding

Funds holding: 114 → 98 (-16)

33% less capital invested

Capital invested by funds: $280M → $187M (-$92.4M)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
98
Holders Change
-16
Holders Change %
-14.04%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
30
Reduced
34
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.96M
2
Ameriprise
Ameriprise
Minnesota
+$3.63M
3
Wells Fargo
Wells Fargo
California
+$1.89M
4
LPL Financial
LPL Financial
California
+$1.43M
5
Morgan Stanley
Morgan Stanley
New York
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.23M
2
1CP
1607 Capital Partners
Virginia
-$5.2M
3
SIA
Sit Investment Associates
Minnesota
-$4.87M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$3.86M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$276K -$19.7K -530 -6%
IWM
52
IHT Wealth Management
Illinois
$273K – – –
SWM
53
Spire Wealth Management
Virginia
$267K -$8.24K -222 -3%
RJT
54
Raymond James Trust
Florida
$267K – – –
JIP
55
Jaffetilchin Investment Partners
Florida
$265K -$3.49K -94 -1%
CA
56
Cetera Advisors
Colorado
$258K -$28.7K -773 -9%
EWM
57
EPG Wealth Management
Georgia
$258K +$6.05K +163 +2%
LFAS
58
Level Four Advisory Services
Texas
$245K +$4.94K +133 +2%
OC
59
Oppenheimer & Co
New York
$245K +$11.1K +300 +4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$243K -$425K -11,457 -60%
WLPWM
61
Walled Lake Planning & Wealth Management
Illinois
$240K -$248K -6,676 -48%
EM
62
ELCO Management
New York
$240K – – –
BCA
63
Bay Colony Advisors
Massachusetts
$236K -$1.49K -40 -0.6%
Citadel Advisors
64
Citadel Advisors
Florida
$206K +$235K +6,338 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$197K +$29.4K +793 +15%
HIA
66
Harbor Investment Advisory
Maryland
$192K +$9.88K +266 +5%
PA
67
Parallel Advisors
California
$173K +$90.1K +2,426 +83%
JP Morgan Chase
68
JP Morgan Chase
New York
$162K – – –
CCA
69
Column Capital Advisors
Indiana
$106K – – –
FF
70
FourThought Financial
Florida
$66K -$3.38K -91 -4%
RG
71
Retirement Group
California
$65K +$27K +728 +58%
TCOV
72
Trust Company of Vermont
Vermont
$65K +$74.3K +2,000 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5K – – –
TWM
74
Tradition Wealth Management
Minnesota
$58K +$557 +15 +0.8%
AWM
75
Avior Wealth Management
Nebraska
$44K – – –
1 2
3
4 5

BST Hedge Fund Activity: Q2 2022 in Review

98 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2022, worth a combined $187M — down 33% from $280M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BST and 12 opened new positions — a net loss of 16 holders — while 34 trimmed existing stakes and 30 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $3.96M. The largest seller was Karpus Investment Management, cutting an estimated $6.23M.

  • 98 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2022, down from 114 in Q1 2022.
  • Funds reported $187M of BlackRock Science and Technology Trust stock for Q2 2022, down 33% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q2 2022 and 28 closed out, a net change of -16 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2022 was Janney Montgomery Scott, an estimated $3.96M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2022 was Karpus Investment Management, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2022.