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BlackRock Science and Technology Trust

95 hedge funds and large institutions have $189M invested in BlackRock Science and Technology Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

0.74% more ownership

Funds ownership: 22.55%23.29% (+0.74%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 9795 (-2)

67% less capital invested

Capital invested by funds: $571M → $189M (-$382M)

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Semus Wealth Partners
Florida
$293K -$11.3K -354 -4%
JP Morgan Chase
52
JP Morgan Chase
New York
$263K +$127 +4 +0%
HF
53
HRT Financial
New York
$256K +$252K +7,920 New
SWM
54
Spire Wealth Management
Virginia
$255K +$2.54K +80 +1%
WLPWM
55
Walled Lake Planning & Wealth Management
Illinois
$254K +$5.21K +164 +2%
EM
56
ELCO Management
New York
$239K -$3.18K -100 -1%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$232K -$381 -12 -0.2%
IWM
58
IHT Wealth Management
Illinois
$220K +$216K +6,807 New
BPA
59
Beacon Pointe Advisors
California
$217K +$213K +6,700 New
RJT
60
Raymond James Trust
Florida
$215K -$49.9K -1,570 -19%
PA
61
Parallel Advisors
California
$131K +$2.51K +79 +2%
CF
62
Centaurus Financial
California
$119K +$116K +3,665 New
TWM
63
Tradition Wealth Management
Minnesota
$108K +$8.96K +282 +9%
CCA
64
Column Capital Advisors
Indiana
$96.2K
HIA
65
Harbor Investment Advisory
Maryland
$90.4K -$98.8K -3,110 -53%
NA
66
NewEdge Advisors
Louisiana
$74K -$6.55K -206 -8%
TCOV
67
Trust Company of Vermont
Vermont
$64.7K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$60K +$11K +347 +23%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$46.8K
AWM
70
Avior Wealth Management
Nebraska
$44.1K
RG
71
Retirement Group
California
$40K +$636 +20 +2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$38.6K +$191 +6 +0.5%
WIM
73
Westside Investment Management
California
$32.3K
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K
JWA
75
JFS Wealth Advisors
Pennsylvania
$30.6K +$413 +13 +1%

BST Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2023, worth a combined $189M — down 67% from $571M a quarter earlier.

Fund positioning in BST was balanced in Q1 2023: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 27 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.67M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.22M sold.

  • 95 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2023, down from 97 in Q4 2022.
  • Funds reported $189M of BlackRock Science and Technology Trust stock for Q1 2023, down 67% quarter-over-quarter.
  • 12 funds opened new BlackRock Science and Technology Trust positions in Q1 2023 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2023 was Wedbush Securities, an estimated $2.67M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2023 was Sowell Financial Services, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.